突发！美国主权信用评级遭下调，黄金再度拉升！

Group 1 - Gold prices experienced an increase, surpassing $3240 per ounce, driven by investor concerns over global economic recovery and a shift towards safe-haven assets [1] - Moody's downgraded the U.S. sovereign credit rating from Aaa to Aa1 due to rising government debt and interest expenses, which raised concerns about the U.S. fiscal situation and stimulated demand for gold [1] - The recent decline in gold prices was attributed to a stronger U.S. dollar and reduced trade tensions, which diminished the demand for gold as a safe-haven asset [1] Group 2 - Over the past three weeks, gold has faced pressure due to reduced concerns over "stagflation" risks and a reassessment of the Federal Reserve's monetary policy path, with current expectations of a rate cut of about 58 basis points [2] - Despite short-term pressures, the long-term upward trend for gold remains intact, as macroeconomic conditions suggest that the Federal Reserve will eventually implement monetary easing, benefiting gold prices [2] - The ongoing trend of central banks purchasing gold and the continuous net inflow into gold ETFs indicate strong demand for gold, even after price corrections [3] Group 3 - The easing of trade tensions and geopolitical risks is expected to continue suppressing safe-haven demand for gold, leading to a potential maintenance of a corrective trend in gold prices [3] - The inflationary effects of tariffs have not yet fully transmitted to consumer prices, but there are risks of rising inflation data in May, which could impact economic performance [3] - The gold ETF (159937) allows investors to trade gold without the costs associated with physical gold, enhancing capital efficiency through a T+0 mechanism [3]