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今日金价提醒:做好准备,7月中旬金价可能再次上演历史行情
Sou Hu Cai Jing·2025-07-17 02:38

Core Points - The international gold price unexpectedly plummeted despite central banks accumulating large amounts of gold, with prices dropping from a three-week high of $3375 to below $3350 within hours [1][3] - The surge in the US dollar index, driven by comments from EU leaders regarding tariffs, has negatively impacted gold prices, leading to a significant drop in physical gold delivery volumes in London [3][5] - High-frequency trading data indicates aggressive short-selling whenever gold prices rebound above $3358, contributing to the downward pressure on gold [5][8] Market Dynamics - Domestic gold retailers are maintaining high prices, with Chow Tai Fook's listed price reaching 1005 yuan per gram, while the buyback price is only 750 yuan, creating a significant price gap [3] - The stock market shows a split performance in gold-related stocks, with Zhongjin Gold hitting the upper limit while Hunan Gold fell by 1.84% due to its antimony mining business [3] - Institutional investors are reducing their gold holdings, as evidenced by BlackRock selling 12 tons of gold ETFs and Soros Fund cutting its gold options positions by 30% [5][8] Economic Indicators - The upcoming US core CPI data is critical, with a threshold of 3.0% being a potential trigger for a further drop in gold prices, while a figure below 2.8% could lead to a rebound [7] - The recent drop in oil prices and copper prices has further pressured gold, as these commodities are often correlated [7] - Comments from Federal Reserve officials about delaying interest rate cuts have increased the opportunity cost of holding gold, leading to further declines in its price [8]