Group 1 - Gold futures and spot prices have rebounded as U.S. tech giants' stock prices decline, with spot gold reaching around $3,350 per ounce amid rising risk aversion and expectations of a Fed rate cut in September [1] - The S&P 500 and Nasdaq 100 indices have weakened due to the decline of major tech companies, with Nvidia's market cap dropping nearly 4% over two days, contributing to a four-day decline in the S&P 500 [1] - Major Wall Street banks, including Goldman Sachs, JPMorgan, and Citigroup, view risk aversion and pessimistic economic outlooks as key catalysts for short-term gold price increases, with expectations of a prolonged bullish trend for gold [1] Group 2 - President Trump is calling for Fed Governor Lisa Cook's resignation, aiming to influence the Fed's monetary policy towards a more dovish stance, despite the recent hawkish tone in the Fed's meeting minutes [2][3] - The Fed's July FOMC meeting minutes indicate a broad support for a neutral monetary policy, with only two dissenters advocating for rate cuts, highlighting a cautious approach among policymakers [2] Group 3 - Goldman Sachs maintains a bullish outlook for gold, projecting prices could reach $4,000 per ounce by mid-2026, driven by strong global central bank demand and inflows into gold ETFs [4] - Gold prices have recently seen a rise, with August COMEX gold futures closing above $3,343 per ounce, marking a new weekly high [4] Group 4 - Citigroup has revised its three-month gold price forecast upward from $3,300 to $3,500 per ounce, citing deteriorating economic growth and inflation outlooks as key reasons for the shift to a bullish stance [6] - JPMorgan suggests that weak employment data could significantly boost gold prices, with a potential target of $3,675 per ounce by year-end and a possibility of reaching $4,000 per ounce by early next year [6][7]
科技巨头齐跌之际金价大爆发! 市场避险买盘蜂拥而至 杰克逊霍尔前夕黄金重拾涨势