外汇交易员
Search documents
X @外汇交易员
外汇交易员· 2025-09-30 08:08
Price Target & Forecast - UBS forecasts gold price to reach $4,200/ounce by the end of June 2026, a $300 increase from the previous expectation [1] - UBS raised its gold target price to $3,800/ounce by the end of 2025, a $300 increase [1] - UBS also increased its gold target price to $3,900/ounce by the end of June 2026, a $200 increase [1] Market Drivers - A weaker dollar, substantial central bank gold purchases, and increased ETF investment are seen as favorable factors for gold prices [1] Investment Strategy - UBS suggests allocating approximately 5% of investment portfolios to gold [1] Risk Management - Gold has a low correlation with stocks and bonds, serving as a hedge against inflation and geopolitical risks [1] - Investors should consider risks associated with price volatility and potential shifts in US monetary policy [1]
X @外汇交易员
外汇交易员· 2025-09-30 01:56
RatingDog解读：最近制造业景气改善，关键在于新订单的加速增长。需求基本面改善、企业致力促销、新品发布，共同推动最近新业务总量的增长，并且创下2月份后最高增速。同时，新出口订单量也在3月后首次录得增长，虽然增速仅算轻微。新接业务量上升，带动制造业产量录得3个月来最快增速。调查样本企业表示，金属和肉类价格走高，导致整体费用上升。当月投入成本涨幅为10个月来最高，但仍低于长期均值。虽然新业务和经营活动稳健增长，但9月份仍然延续用工收缩。据反映，在人员离职和企业裁员背景下， 当月用工录 得2024年4月后最急剧收缩率。综合PMI创下2024年6月后最强劲增速。 ...