Group 1 - The core viewpoint of the articles indicates that recent developments in US-China trade negotiations have led to a decline in gold prices, with significant drops observed in both international and domestic markets [1][2]. - On May 12, gold prices fell sharply, with London gold dropping below $3,225 per ounce, a significant decrease from the late April peak of over $3,500 [1]. - The A-share market saw a collective decline in gold stocks, with companies like Western Gold and Sichuan Gold dropping over 3%, and related ETFs also experiencing declines exceeding 3% [1]. Group 2 - Longjiang Futures noted that the recent fluctuations in gold prices are primarily due to reduced market risk aversion following progress in US-China tariff negotiations [2]. - As of the end of April, China's gold reserves increased to 73.77 million ounces, marking a continuous six-month increase, with a total growth of nearly 100 million ounces over this period [2]. - The World Gold Council reported that global central banks purchased 244 tons of gold in the first quarter of this year, aligning with the normal purchasing levels seen over the past three years [2]. Group 3 - Northeast Securities suggests that the gold price trend this year shows strong similarities to last year, indicating a need for a cooling-off period after rapid price adjustments [3]. - Analyst Zhu Zhigang believes that gold prices remain high overall, with an upward trend expected in the future, recommending a gradual investment strategy to capitalize on price dips [3].
国际国内金价大幅下跌
Sou Hu Cai Jing·2025-05-12 23:09