美国还是没能撑住，国际金价突破3500，人民币升值，美元深夜跳水

Group 1: Gold Market Dynamics - International gold prices surged past $3,500, reaching a historical high, with COMEX gold hitting $3,516.10 per ounce, marking a 2.86% increase for the week [1][3][22] - The rise in gold prices has positively impacted the physical gold market, with domestic gold jewelry prices exceeding 1,000 yuan per gram, and gold stocks in Hong Kong showing significant gains [3][22] - The bullish sentiment in the gold market is closely linked to the Federal Reserve's monetary policy, with expectations of a 25 basis point rate cut in September, further driving gold demand [3][5] Group 2: Currency and Economic Factors - The offshore RMB exchange rate surged over 300 points, reaching a high of 7.1182, the strongest in nearly nine months, influenced by the Fed's dovish signals [1][9] - The weakening of the US dollar index, which fell below 98, reflects the market's anticipation of a shift in the Fed's policy and concerns over structural issues in the US economy [12][11] - China's economic stability, characterized by strong export performance and a rising stock market, has bolstered the RMB's attractiveness, leading to increased capital inflows into Chinese assets [9][18] Group 3: Market Reallocation and Investment Trends - The decline in the US dollar has prompted a reallocation of global capital from low-yield dollar assets to higher-yield RMB assets, enhancing liquidity in the A-share market [16][18] - Concerns over the sustainability of US fiscal deficits and rising debt levels have led investors to seek refuge in gold and other safe-haven assets [12][20] - The ongoing transition from a dollar-dominated international order to a more multipolar financial landscape is expected to drive further demand for gold as central banks diversify their reserves [18][20]