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国际金价震荡持续,关注调整加仓机会
Sou Hu Cai Jing·2025-07-03 10:12

Group 1 - Gold prices have rebounded this week, recovering from last week's decline, with spot gold prices in London ending above $3300 per ounce and domestic AU9999 rising by 0.52% to over 774 yuan per gram [2][3] - The overall market is in a fluctuating upward trend, with AU9999 showing a maximum increase of over 30% in the first half of the year due to heightened safe-haven demand amid geopolitical tensions and tariff issues [5][6] - Recent adjustments in gold prices are attributed to the easing of geopolitical tensions and a lack of new driving forces for price increases [6] Group 2 - Key factors to watch include the "Big and Beautiful" tax and spending bill in the U.S., which, if passed, could create a long-term support for gold prices due to an estimated $2.8 trillion fiscal deficit [6] - The upcoming U.S. non-farm payroll data is crucial, as disappointing figures could lead to increased expectations for interest rate cuts, benefiting gold prices [6] - Ongoing tariff negotiations, particularly with major trading partners, may continue to create uncertainty, potentially increasing demand for gold and driving prices higher [7][8] Group 3 - Despite a reduction in safe-haven demand due to improved geopolitical conditions, expectations for U.S. Federal Reserve interest rate cuts and the potential passage of the "Big and Beautiful" bill may lead to a weaker dollar and U.S. bonds, supporting gold prices in the long term [8] - The international monetary order may continue to be reshaped, with the long-term bullish trend for gold prices still in play [8]