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净增22吨!全球央行,买买买
Shang Hai Zheng Quan Bao·2025-08-08 14:22

Group 1: Central Bank Gold Purchases - In June, Uzbekistan's central bank was the largest net buyer of gold, while Kazakhstan's International Bank also showed significant gold purchases. Singapore's Monetary Authority was the only net seller, selling 6 tons of gold that month [2] - As of the end of July, the People's Bank of China had gold reserves of 2300.41 tons, an increase of 1.86 tons month-on-month, marking nine consecutive months of gold accumulation [2] - In the first half of the year, global central bank gold purchases totaled 123 tons, slightly lower than the 130 tons recorded in the same period of 2024. The National Bank of Poland was the largest net buyer in 2025 so far, with net purchases of 67 tons [2] Group 2: Gold Price Trends - On August 8, gold prices surged, reaching a historical high, with COMEX gold futures trading at $3484.5 per ounce and peaking at $3534.1 per ounce during the day [2] - Over the past week, gold prices have shown an upward trend, with a more than 4% increase from July 31 to August 7 [4] Group 3: Market Sentiment and Economic Indicators - Recent tariff news has heightened risk aversion, supporting gold prices. Additionally, disappointing U.S. non-farm payroll data has led to increased expectations for a Federal Reserve rate cut in September, potentially by 50 basis points [6] - Concerns over U.S. monetary policy independence, exacerbated by President Trump's criticisms of the Federal Reserve, may further support gold prices [6] - Market sentiment is shifting towards a more positive outlook for gold, driven by expectations of a weakening U.S. economy and the resumption of the Federal Reserve's rate-cutting cycle [7]