Group 1 - The core viewpoint is that both liquidity easing from interest rate cuts and inflation driven by tariffs are expected to benefit gold prices as the US economy weakens [1] - The US labor market is showing signs of further cooling, indicated by rising weekly unemployment claims, which increases the necessity for interest rate cuts [1] - The nomination of a new Federal Reserve governor by Trump and the potential for a "shadow chairman" could lead to a more dovish Fed, further supporting liquidity and gold prices [1] Group 2 - The increase in tariffs on Swiss gold imports to 39% may lead to higher gold prices, as Switzerland is a key gold refining center [1] - A recent ruling by the US Customs and Border Protection (CBP) indicates that gold bars may be subject to import duties, which could temporarily boost gold prices [1] - Despite potential clarifications from the US government regarding tariff exemptions, the uncertainty surrounding tariffs may continue to support gold prices in the medium term [1][2]
黄金长期支撑持续！关注黄金基金ETF（518800）、黄金股票ETF（517400）
Sou Hu Cai Jing·2025-08-11 01:23