分析人士：“去美元化”中长期支撑金价

Group 1 - Precious metals prices surged this week, with COMEX gold futures rising 1.2% to $3516.1 per ounce, a weekly increase of 2.86% and a monthly increase of 5.2%. COMEX silver futures rose 2.64% to $40.75 per ounce, with a weekly increase of over 4% and a monthly increase of 10.76% [1] - The rise in gold prices is attributed to increased expectations of a Federal Reserve interest rate cut, driven by disappointing U.S. non-farm payroll data and inflation figures that provide the Fed with room to lower rates. Powell's dovish comments at the global central bank meeting further supported this outlook [1][2] - Concerns over the independence of the Federal Reserve have pressured the U.S. dollar index, which fell below 98, providing additional support for precious metal prices [1] Group 2 - The strong performance of gold and silver futures is influenced by the Fed's policy shift, with market expectations for a September rate cut exceeding 90%. This shift has weakened the dollar's credibility [2] - Silver's price increase is also driven by robust industrial demand, particularly in solar energy and electronics, with industrial demand accounting for over 55% of silver usage [2] - The market anticipates that as long as August's non-farm employment and inflation data do not significantly exceed expectations, the likelihood of a rate cut in September remains high, although consecutive cuts may not occur [3]