黄金再度大涨！白银涨破40美元，成2011年来首次；分析师：明年金价或达4000美元/盎司

Group 1: Precious Metals Price Movement - International gold prices have risen for the fifth consecutive trading day, with COMEX gold futures reaching a record high of $3553.8 per ounce, and spot gold surpassing $3480 per ounce, nearing the historical high set in April. Year-to-date, spot gold has increased by over 32% [1] - Spot silver prices have also crossed the $40 per ounce mark for the first time since 2011, with a year-to-date increase exceeding 40%. As of the latest report, London silver is priced at $40.574 per ounce, reflecting a 2.22% increase [1] Group 2: Domestic Gold Stocks and Jewelry Prices - Domestic gold stocks have surged, with companies like Western Gold hitting the daily limit, Hunan Gold rising over 9%, and others like Zhongjin Gold and Shandong Gold increasing by over 6% [3] - Prices of certain gold jewelry brands have also seen an uptick. On September 1, Chow Tai Fook and Luk Fook Jewelry reported physical gold prices at 1027 yuan, marking a 1.18% increase [3][4] Group 3: Market Influences and Future Projections - Analysts from Bank of America identified two key factors driving up international gold prices: the Federal Reserve's open stance on potential interest rate cuts and market concerns regarding the independence of the Fed following the dismissal of a board member, which has led to increased gold purchases for hedging [5] - The market anticipates that the Federal Reserve may cut interest rates once or twice this year, providing overall support for commodity prices, including gold and silver. Swiss Bank has raised its gold price target for the first half of 2026 to $3700 per ounce, while Bank of America forecasts a peak of $4000 per ounce by the same period [5]