Core Viewpoint - The significant rise in international gold prices, with spot gold surpassing $3,470 per ounce, is attributed to expectations of potential interest rate cuts by the Federal Reserve, declining U.S. economic data, and pressure from the Trump administration on the Fed [1][2]. Group 1: Gold Price Movement - As of September 1, spot gold reached $3,475.25 per ounce, while COMEX gold futures rose to $3,543.7 per ounce [1]. - Domestic gold jewelry prices also increased, with brands like Chow Tai Fook and Lao Feng Xiang seeing price rises of 0.59% and 0.89% respectively [1]. - The gold jewelry index in the A-share market surged by 4.77%, with companies like Western Gold and Yuguang Gold rising over 9% [1]. Group 2: Market Analysis - Analyst Song Jiangzhen predicts that gold prices could reach between $3,600 and $3,800 per ounce, with a potential increase of $150 to $200 after surpassing $3,500 [2]. - Factors supporting the upward trend in gold prices include a declining U.S. dollar index, concerns over U.S. political stability, and preferences for gold reserves in certain U.S. states [2]. - Recent U.S. inflation data indicated a 2.9% year-over-year increase in the core personal consumption expenditures price index, reinforcing market expectations for a Fed rate cut in September [3].

来源：市场资讯 （来源：ETF全知道） 今日（9月1日）揽尽有色金属行业龙头的有色龙头ETF（159876）早盘活跃，场内价格现涨2.11%，值 得关注的是，$有色龙头ETF(159876)获资金实时净申购3060万份！深交所数据显示，该ETF近5日累计 获资金净流入2840万元，近10日吸金4096万元，反映资金看好板块后市，逐步进场布局！ 分析人士表示，以上消息显著增强了黄金作为避险资产的吸引力，美联储降息预期和机构看涨报告可能 驱动资金持续流入黄金概念股，支撑板块表现。 美联储降息如何推高有色金属价格？业内人士指出，3句话可以简单理解： 1、美联储降息相当于放水，货币贬值，钱不值钱，投资者倾向持有更保值的实物资产。 成份股方面，金钼股份、西部黄金、白银有色涨停！华钰矿业涨超8%，湖南黄金涨近8%，兴业银锡、 中金黄金等个股大幅跟涨！ 消息面上，COMEX黄金价格继续上探历史新高（3542.8美元/盎司）。黄金为何大涨？重点关注三方面 因素： ①美联储独立性存疑引发避险买盘，美国总统特朗普免职美联储理事丽莎·库克引发市场担忧； ②美联储降息预期升温，交易员预计9月降息概率超过80%，利率下降削弱美元支撑； ...

Market Overview - US and European stock markets experienced a brief rise under the expectation of interest rate cuts by the Federal Reserve, followed by a noticeable stagnation, indicating a range-bound adjustment rather than a head formation [1] - The A-share market remains index-driven, with the number of rising stocks and trading volume failing to keep pace with the upward momentum [1] - Foreign capital continues to have room for increased allocation in the Chinese market, supported by easier overseas liquidity and improving domestic fundamentals [1] Gold Market Insights - Federal Reserve Chairman Jerome Powell indicated rising downside risks in the US job market, suggesting a potential policy shift that could lead to interest rate cuts as early as September [1] - Historical analysis shows that during the last four consecutive rate-cut cycles, gold prices increased by an average of 28%, with a projected 8% rise during the upcoming rate-cut cycle from September to December 2024 [1] - Major financial institutions are bullish on gold prices, with UBS raising its 2026 gold price target to $3,700 per ounce, while Bank of America forecasts a peak of $4,000 per ounce by mid-2026 [3] Sector Performance - The domestic computing power stocks surged, with Data Port hitting the daily limit and several other stocks like Xuanji Information and Huina Technology rising over 5% [4] - Alibaba's recent financial report showed significant growth in capital expenditure and cloud business, with AI-related product revenue achieving triple-digit growth for eight consecutive quarters, leading to a nearly 13% increase in its US stock price [4] - The innovative drug sector saw strong performance, with companies like Maiwei Bio and Baiji Shenzhou hitting historical highs following the announcement of new drug listings by the National Medical Insurance Administration [4] Index Movements - The Shanghai Composite Index opened high and maintained an upward trend, with a focus on whether it can stabilize above 3,880 points [6] - The ChiNext Index opened nearly 2% higher but experienced some pullback, indicating active capital participation and a strong market trend [6] - The China Securities Regulatory Commission expressed a positive outlook on the current market, emphasizing the need to consolidate the recovery momentum and accelerate capital market reforms [6]

9月1日，截至发稿前，COMEX黄金价格涨超1%，突破3550美元/盎司，达到3552.2美元/盎司，创历史新高。 国际金价再创历史新高，A股多个黄金股大涨。 美国商务部上周五发布的报告显示，7月个人消费支出(PCE)价格指数中，剔除食品和能源成本的核心通胀率按季节调整后的年化增速为2.9%，较6月上升0.1 个百分点，创下自2月以来的最高水平。 美联储的通胀目标为2%，因此上周五的报告显示，当前美国经济通胀水平仍未达到美联储认为的 "适宜区间"。 市场普遍预计，美联储今年内可能会降息一次甚至两次，这对包括黄金和白银在内的大宗商品价格构成整体支撑。 此外，多家国际金融机构看涨黄金，也在一定程度上支撑了金价。瑞士银行目前已将2026年上半年国际金价目标价上调至每盎司3700美元。美国银行的分析 师预计，到2026年上半年国际金价将触及每盎司4000美元高位。 瑞达期货日前发布的研究报告称，尽管美国通胀数据延续韧性，但美元走势并未得到支撑。通胀粘性与就业通胀放缓走势的"不对称"对美债长端收益率构成 双向拉扯，导致实际利率缺乏趋势性上行动力，美元难以获得实际利差优势，提振黄金货币属性。本周五公布的非农就业报告将成为 ...

9月1日午间，A股半日下来共有87只涨停股、3只跌停股。贵金属板块活跃，白银有色、西部黄金等涨 停；黄金概念走强，豫光金铅、宝莫股份涨停。 连板股方面，ST尔雅13天9板，天普股份7连板，万通发展8天5板，德创环保5连板，国光连锁、*ST威 尔5天4板，建业股份4连板，长江材料5天3板，济民健康4天3板，兆新股份3连板，山子高科3天2板，国 轩高科、江海股份等2连板，华工科技、金钼股份等涨停。 *ST高鸿连续16日跌停，*ST苏吴连续2日跌停，*ST南置跌停。 ...

华福证券表示，根据CME FedWatch工具，市场目前预期美联储9月维持利率不变的概率为8.9%，降息 25个基点的概率从75%提升至91.1%。从短期而言，鲍威尔超预期的鸽派发言打破了市场对美联储降息 路径不确定性和独立性缺乏的担忧，同时9月美联储降息将打开黄金向上的突破空间，黄金即将迎来新 一轮上涨周期。 中信建投证券认为，美联储青睐的通胀指标核心PCE温和上涨，稳定了市场对美联储在9月议息会议降 息的预期，特朗普解雇美联储理事库克的事件持续发酵，严重威胁着美联储独立性，美元走弱，激发黄 金货币属性与铜的金融属性，商品价格突破前高在即，打开权益标的上行空间。 黄金概念1日盘中大幅走高，截至发稿，晓程科技涨超10%，中国瑞林、盛达资源、西部黄金、湖南白 银等均涨停，湖南黄金、中金黄金等涨超6%。 央视新闻消息，当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，当前形势暗 示就业增长面临下行风险，风险平衡点的变化可能要求调整政策。鲍威尔称，美联储对降息持开放态 度。 ...

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.31%, the Shenzhen Component Index up by 0.61%, and the ChiNext Index up by 0.85% [1] Sector Performance - Gold stocks opened high, with Shengda Resources and Hunan Silver both rising over 7%, and Western Gold (601069) increasing by over 4%. International spot gold prices briefly touched $3,450 per ounce [1] - The semiconductor sector was active at the beginning of the trading session, with Tailin Micro and Liyang Chip hitting the daily limit up of 20%, and Huahong Semiconductor rising by over 12%. This activity followed the U.S. revoking the VEU exemptions for Samsung, SK Hynix, and Intel in China [1] - Alibaba-related stocks saw widespread gains, with Bojie Co. and Dataport (603881) hitting the daily limit up. Alibaba's capital expenditure investment in AI and cloud infrastructure reached 38.6 billion yuan in the last quarter [1]

西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 现货黄金站上3470美元/盎司，为4月以来新高。 10:08 现货黄金站上3470美元/盎司 09:42 黄金板块走强 | 代码 | 名称 | 涨幅。 | 11 | | --- | --- | --- | --- | | 601069 | 可部黄金 | +9.99% | 21.91 | | 002716 | 湖南自银 | +7.08% | 5.91 | | 000506 | 中润资源 | +5.13% | 9.17 | | 300139 | 晓程科技 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 中会黄金 | | +4.20% | 16.66 | | 000975 山合国际 | | +3.92% | 20.43 | | 600547 山东黄金 | | +3.42% | 34.50 | | 002237 恒邦股份 | | +3.33% | 13.02 | | 600988 赤峰黄金 | | +3.08% | 26.78 | ...

（文章来源：每日经济新闻） 每经AI快讯，9月1日，黄金概念股走强，西部黄金触及涨停，盛达资源、湖南白银、白银有色、潮宏 基涨超5%，中金黄金、招金黄金、华钰矿业、湖南黄金等跟涨。 ...

2025.09.01 本文字数：438，阅读时长大约1分钟 作者 |一财资讯 09:42 黄金板块走强 西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 | 代码 | 名称 | 涨幅�. | 现价 | | --- | --- | --- | --- | | 601069 | 西部黄金 | +9.99% | 21.91 | | 002716 | 湖南白银 | +7.08% | 5.91 | | 000506 | 中润资源 | 45.13% | 9.82 | | 300139 | 晓程科技 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 | 中金黄金 | +4.20% | 16.66 | | 000975 山金国际 | | +3.92% | 20.43 | | 600547 山东黄金 | | 43.42% | 34.50 | | 002237 | 恒邦股份 | 43.33% | 13.02 | | 600988 | 赤峰黄金 | 43.08% | 26.78 | 09:37 固态电池概念延续强势 德新科技 ...