机构看金市：7月2日

Group 1 - The core viewpoint is that precious metals, particularly gold, are experiencing a rebound, influenced by economic data and market conditions, with a focus on upcoming U.S. employment data [1][2][3] - Guotou Futures notes that the recent drop in the dollar to a three-year low has supported the rebound in precious metals, although there was a slight pullback after the release of economic data [1] - HSBC has raised its average gold price forecast for 2025 from $3015 to $3215 per ounce, citing increased market risks and rising U.S. government debt [3] Group 2 - New Lake Futures indicates that the London spot gold price has continued its upward trend, surpassing $3300 per ounce, with attention shifting towards tariffs as the 90-day exemption period approaches [2] - Marex analysts suggest that rising U.S. debt and inflationary pressures from proposed tax cuts and spending will likely benefit gold prices, as gold is traditionally viewed as a safe-haven asset [3] - The market anticipates that central bank gold purchases will slow if prices exceed $3300 per ounce, but demand may increase if prices correct to around $3000 per ounce [3]