全球近43%央行计划增加黄金储备，金价还能涨多高？

Group 1 - The latest international gold price is reported at $3,384.33 per ounce, with a slight decline of -0.08% [1] - COMEX gold is priced at $3,401.4 per ounce, reflecting a decrease of 0.16% [1] - The gold ETF (159937) has seen a minor increase of 0.04%, with a trading volume of 206 million yuan [1] Group 2 - According to the World Gold Council, nearly 43% of central banks plan to increase their gold reserves in the next year, indicating a growing interest in gold [3] - Over 95% of surveyed central banks believe that global central banks will continue to increase gold holdings in the next 12 months, marking the highest level since the survey began in 2019 [3] - The proportion of central banks actively managing gold reserves has risen from 37% in 2024 to 44% in 2025, primarily driven by the need to enhance returns and manage risks [4] Group 3 - The upcoming Federal Reserve interest rate decision is anticipated to maintain current rates, with market focus on policy statements and Powell's press conference [5] - If signals for a potential rate cut in September are confirmed, it may suppress the dollar and support an increase in gold prices [5] - The ongoing global geopolitical tensions and the trend of "de-dollarization" are encouraging central banks to increase their gold holdings [5] Group 4 - The gold ETF (159937) aligns closely with domestic gold prices and offers low entry barriers, low costs, and diverse trading options, supporting T+0 trading [5] - Long-term, gold's value is expected to rise with the scale of credit money, and it serves as a hedge against tail risks in asset portfolios [5] - Gold assets have historically performed well during both overheated and recessionary economic cycles, suggesting a potential for regular investment in gold ETFs [5]