每日经济新闻消息，3日亚太早盘，现货黄金短线拉升涨0.24%，报3539.25美元/盎司，续刷历史新高。纽 约期金报3604.7美元/盎司，续刷历史新高。 据经济参考报，东方金诚研究发展部副总监瞿瑞分析称，短期来看，国际金价波动性将加大，整体处于高 位运行。一方面，市场对美联储9月降息预期延续，对金价形成一定支撑；另一方面，金价创新高或带来 资金止盈离场，对金价走势造成扰动。 瞿瑞还认为，受到多重因素驱动，国际金价在中长期仍将处于震荡上行通道，"一是政策不确定性及地缘 政治风险使市场避险需求持续存在；二是全球央行黄金配置意愿仍较强；三是市场对美联储降息预期持 续。" 世界黄金协会美洲区CEO兼全球研究负责人安凯近日表示，今年以来，黄金价格已上涨约26%。驱动黄金 价格上涨的因素包括，地缘政治与经济风险、黄金ETF和金条金币的强劲需求，以及央行购金的稳健态 势。 整体来看，黄金在全球投资组合中依然扮演避险和价值储存的核心角色。 原标题：金价又创新高了！投行巨头唱多：3800美元！这只A股3连板 编辑：陈艳琦 责编：王光建 审核：张松涛 多家机构预测，在横盘4个月之后，贵金属有望开启新一轮上涨行情。对于黄金的年底 ...

Group 1 - International gold prices have reached a historic high, with COMEX gold futures trading at $3607.6 per ounce, marking a 0.43% increase and the seventh consecutive day of price rise [2] - Domestic gold jewelry prices have also increased, with Chow Tai Fook's gold jewelry priced at 1053 RMB per gram, up 16 RMB from the previous day, and Lao Feng Xiang's gold retail price at 1050 RMB per gram, up 14 RMB [2] Group 2 - The recent rise in gold prices is primarily driven by expectations of interest rate cuts by the Federal Reserve and strong demand for gold reserves from central banks [3] - Following the Fed's dovish signals, analysts predict that gold prices typically rise by an average of 6% within 60 days after the initiation of a rate cut cycle, with some periods seeing increases as high as 14% [3] - A significant global rebalancing is suggested as foreign central bank gold holdings have surpassed U.S. Treasury holdings for the first time since 1996 [3] Group 3 - Multiple institutions maintain a bullish outlook on future gold prices, with Dongwu Securities indicating that central bank purchases and safe-haven demand will continue to support prices [4] - UBS has raised its gold price target for the first half of 2026 to $3700 per ounce, while analysts from a U.S. bank forecast that gold prices could reach $4000 per ounce by the same period [5]

国际金价再创历史新高。 万得数据显示，北京时间9月3日，COMEX黄金期货价格站上3600美元/盎司的历史关口。截至发稿前， 其价格为3607.6美元/盎司，涨幅0.43%。这是国际黄金期货价格连续第七个交易日上涨。 同日，招金黄金、中金黄金、赤峰黄金、山东黄金等纷纷上涨；西部黄金涨停，报26.51元/股，市值为 242亿元。这是该股连续第三个交易日涨停。 业绩报告显示，西部黄金今年上半年实现营业收入50.3亿元，同比增长69.01%；归母净利润1.54亿元， 同比增长131.94%。 9月3日，国内黄金饰品价格也继续上涨。其中，周大福足金饰品价格1053元/克，比前一日上涨16元/ 克；老凤祥足金零售价1050元/克，比前一日上涨14元/克。 美联储本月降息预期升温以及各国央行持续强劲的增储需求，是推动近期黄金价格上涨的主要原因。 当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔会议上释放明确鸽派信号，市场因此对美联储9月份 降息的预期显著提升。同时，近期多位美联储官员也在发言中表态支持9月份降息25个基点，或暗示"美 联储可能很快将开始下调利率"，使得降息预期持续升温。 摩根士丹利报告显示，在美联储开启降 ...

Core Viewpoint - The article highlights a strong performance in gold and non-ferrous metal stocks, driven by rising gold prices and positive sentiment from Wall Street regarding the continuation of a gold bull market [1] Group 1: Market Performance - As of the report, the gold stock ETF (159562) increased by 2.58%, while the non-ferrous metal ETF fund (516650) rose by 1.03% [1] - Key stocks such as Silver Holdings and Western Gold reached their daily limit, marking a three-day consecutive rise, with other companies like Zhongjin Gold, Chifeng Gold, and Shandong Gold also showing strong performance [1] - The Huaxia Gold ETF (518850) saw an increase of 1.33% [1] Group 2: Fund Flows - The gold stock ETF (159562) experienced a net inflow of 150 million yuan over the past three trading days [1] - The non-ferrous metal ETF fund (516650) recorded a net inflow of 156 million yuan over the last five trading days [1] Group 3: Analyst Predictions - UBS reiterated its forecast that gold prices will reach $3,700 per ounce by June 2026, suggesting a potential rise to $4,000 in the event of worsening geopolitical or economic conditions [1] - Morgan Stanley set a year-end target price for gold at $3,800 per ounce [1] - The report emphasizes the strong negative correlation between gold and the US dollar, indicating that a continued depreciation of the dollar index would benefit dollar-denominated precious metals [1]

机构表示，4月以来黄金在高位震荡，政治政策风险使得资金流向白银、钯、铜等金属，但美联储释放 的降息信号或将成为金价的新催化剂，使得资金重新回流黄金，持续看好金价的上涨空间。 东吴证券指出，特朗普于周内宣布对美联储理事库克任职罢免，此次行动被视为特朗普削弱美联储独立 性的重要尝试，若成功，可能为未来总统干预货币政策开创先例；此外美国通胀数据自4月以来保持温 和上行态势，但随着鲍威尔于全球央行年会释放对就业数据走弱的担忧，当下通胀幅度并不会减缓联储 后续的降息步伐，实际利率的快速下行阶段到来，看好黄金新一轮上涨空间。 （文章来源：证券时报网） 黄金概念3日盘中再度活跃，截至发稿，白银有色、西部黄金涨停斩获3连板，招金黄金涨超5%，中金 黄金、赤峰黄金等涨逾3%。 国际金价再度攀升，隔夜，COMEX黄金期货12月合约涨2.42%，突破3600美元/盎司；现货黄金价格涨 1.72%，报3536.03美元/盎司，续创历史新高。现货白银价格亦大涨，自2011年以来首次突破40美元/盎 司大关。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601212 | 白银有色 | 1 | 10.09 | 347亿 | 68.71 | | 601069 | 西部庫金 | 1 | 8.09 | 237亿 | 128.11 | | 6009888 | 赤峰黄金 | 1 | 5.11 | 555/Z | 88.44 | | 000975 | 山等国际 | 1 | 3.92 | 596亿 | 42.16 | | 600547 | 山东黄金 | + | 3.62 | 1665 Z | 65.21 | | 603257 | 中国瑞林 | 1 | 2.22 | 81.61亿 | 234.74 | | 601899 | 三,北北 | 中 | 3.15 | 6692亿 | 68.97 | | 600489 | 中我黄金 | 1 | 3.49 | 891亿 | 56.90 | | 600362 | 江西铜业 | | 3.10 | 1035亿 | 49.14 | | 603900 | 莱绅通灵 | | 2.90 | 42.5 ...

西部黄金盘中涨停，已连收3个涨停板，截至9:43，该股报26.51元，换手率5.23%，成交量3575.06万 股，成交金额9.23亿元，涨停板封单金额为4289.58万元。连续涨停期间，该股累计上涨33.08%，累计 换手率为15.50%。最新A股总市值达241.51亿元，A股流通市值181.33亿元。 证券时报·数据宝统计，两融数据来看，该股最新（9月2日）两融余额为2.97亿元，其中，融资余额2.95 亿元，较前一个交易日增加2409.28万元，环比增长8.90%，近3日累计增加3139.99万元，环比增长 11.92%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，沪股通累计净买入808.58万元，营业部席位合计净买入1.49亿元。 8月28日公司发布的半年报数据显示，上半年公司共实现营业总收入50.30亿元，同比增长69.01%，实现 净利润1.54亿元，同比增长131.94%。（数据宝） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 202 ...

每经编辑｜毕陆名 3日亚太早盘，现货黄金短线拉升涨0.24%，报3539.25美元/盎司，续刷历史新高。纽约期金报3604.7美元/盎司，续刷 历史新高。 瞿瑞还认为，受到多重因素驱动，国际金价在中长期仍将处于震荡上行通道，"一是政策不确定性及地缘政治风险使 市场避险需求持续存在；二是全球央行黄金配置意愿仍较强；三是市场对美联储降息预期持续。" 世界黄金协会美洲区CEO兼全球研究负责人安凯近日表示，今年以来，黄金价格已上涨约26%。驱动黄金价格上涨的 因素包括，地缘政治与经济风险、黄金ETF和金条金币的强劲需求，以及央行购金的稳健态势。 整体来看，黄金在全球投资组合中依然扮演避险和价值储存的核心角色。 每日经济新闻综合经济参考报、公开信息 封面图片来源：每日经济新闻 A股方面，白银有色3连板，西部黄金涨超6%，中金黄金、山东黄金、赤峰黄金、紫金矿业等跟涨。 | 西部黄金 | 25.55 | 6.02% | 1.45 | | --- | --- | --- | --- | | 601069 園 | | | | | 3天2板 人气龙头一 股吧人气 | | | | | 中金黄金 | 18.41 | 3.66% | ...

Core Viewpoint - The non-ferrous metal sector is experiencing a surge, driven by expectations of a Federal Reserve interest rate cut and improving demand, particularly in the rare earth and industrial metals markets [3][4]. Group 1: ETF Performance - The non-ferrous metal leader ETF (159876) saw a price increase of over 1.8% as of September 3, with a trading volume exceeding 12 million yuan within the first 15 minutes of opening [1]. - The ETF attracted significant inflows of 75.6 million yuan over the past two days, reaching a new high of 207 million yuan in total assets as of September 2 [1]. - Key constituent stocks included silver, which hit the daily limit, while Western Gold and Zhongjin Gold rose by 5.81% and 4.79%, respectively [1]. Group 2: Market Trends - The industrial metals sector is benefiting from rising copper prices due to supply constraints, with a projected decrease of 52,500 tons in electrolytic copper production in September [3]. - The lithium market is facing oversupply, but high-cost production is being phased out, which may lead to price recovery [3]. - The overall sentiment in the non-ferrous metals market remains strong, supported by macroeconomic factors and supply disruptions [3]. Group 3: Strategic Insights - The non-ferrous metals sector is positioned for upward price movement due to low valuations and improving market conditions, with a potential "bull market" beginning [3][4]. - The strategic importance of metals like rare earths and lithium is highlighted in the context of global competition and domestic policy shifts aimed at optimizing production factors [4]. - The non-ferrous metal leader ETF provides diversified exposure to various metals, including copper (25.3%), aluminum (14.2%), and rare earths (13.8%), which helps mitigate investment risks [4].

Market Overview - The A-share market showed fluctuations in early trading on September 3, with the Shanghai Composite Index up by 0.03%, the Shenzhen Component Index up by 0.26%, and the ChiNext Index up by 0.35% [1] - Despite recent adjustments, the overall upward trend of the market remains intact, with expectations for continued oscillation and upward movement after profit-taking [1][9] Key Sectors Gold Sector - The gold concept stocks continued their upward trend, with silver and non-ferrous metals stocks achieving three consecutive trading limit increases [1] - International gold prices reached new historical highs, with New York futures crossing $3600 per ounce and spot gold surpassing $3530 per ounce [2] - Major stocks in the gold sector include: - Silver Nonferrous Metals (SH 601212): +10.09% - Western Gold (SH 601069): +9.75% - Jiangxi Copper (SH 600362): +5.62% [3] Robotics Sector - The robotics concept stocks maintained strong performance, with companies like Zhejiang Rongtai, Spring Engineering, and Qin Chuan Machine Tool achieving two consecutive trading limit increases [1] - The announcement from Yushu Technology regarding its upcoming IPO and sales projections for various robotic products contributed to the sector's strength [4] - Key stocks in the robotics sector include: - EVE Energy (300014): +12.61% - Dongjie Intelligent (9880003 B): +10.51% - Spring Engineering (002547): +10.10% [5] Institutional Insights - Industrial analysts emphasize the importance of structural rotation over rhythm in the current market environment, suggesting that a "healthy bull" market requires alternating upward movements across sectors [6] - The outlook remains positive for a "systematic slow bull" market, although short-term volatility is expected [7] - Analysts recommend maintaining long-term positions while being cautious with short-term trades, particularly in sectors like large finance and technology [8]