黄金再度大涨！白银涨破40美元 分析师：明年金价或达4000美元/盎司

Group 1: Gold Market Performance - 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 [1] - Year-to-date, spot gold has increased by over 32%, while spot silver prices have crossed the $40 per ounce mark for the first time since 2011, with a year-to-date increase exceeding 40% [1][3] - Domestic gold stocks have surged, with companies like Western Gold hitting the daily limit, and Hunan Gold rising over 9% [1] Group 2: Influencing Factors - The significant rise in international gold prices is attributed to two main factors: the Federal Reserve's open stance on potential interest rate cuts, as indicated by Chairman Powell's remarks at the Jackson Hole meeting, and concerns regarding the independence of the Federal Reserve following the dismissal of Governor Cook [4] - Market expectations suggest that the Federal Reserve may cut interest rates once or twice this year, providing overall support for commodity prices, including gold and silver [4] Group 3: Economic Indicators - The upcoming U.S. non-farm payroll data for August is anticipated to be a crucial indicator of economic health and will test market expectations regarding Federal Reserve rate cuts [5] - Goldman Sachs notes that the August non-farm payroll data will be key in determining the extent and timing of potential rate cuts, especially if job growth continues to slow [5] - The Federal Reserve's Beige Book will also be released, providing insights into economic activity and inflation trends [6]