金价突破3550美元/盎司！新一轮行情要爆发？

Group 1 - The core viewpoint of the articles highlights the significant rise in gold prices, with COMEX gold futures reaching a peak of $3,552.9 per ounce on September 1, and a monthly increase of 4.81% in August, marking the best performance since April [1] - The primary drivers for the recent surge in gold prices are the expectations of a Federal Reserve interest rate cut and challenges to the credibility of the US dollar, particularly following President Trump's dismissal of Federal Reserve Governor Cook, which raised concerns about the independence of the Fed [1] - The ongoing tension between Trump and the Federal Reserve is viewed as a "black swan" event that could disrupt the gold market, potentially undermining trust in the US dollar and leading to a long-term challenge to its status as a global reserve currency [1] Group 2 - The strategy team at Guosen Securities suggests that after a period of market volatility, gold is poised for a new round of investment opportunities, driven by concerns over the independence of the Federal Reserve [2] - According to Juan Carlos Artigas from the World Gold Council, if market expectations for interest rate cuts and moderate growth materialize, gold prices may remain stable or see slight increases in the second half of the year; however, if economic and financial risks escalate, gold could rise by 10% to 15% [2] - The positive trend of central bank gold purchases and the approaching consumption peak are expected to provide solid support for gold prices [2]