黄金突破3500美元开启新纪元！降息预期与政治风险成双引擎

Group 1 - Gold prices have surpassed $3,500, reaching a historical high of $3,508.73 per ounce, driven by expectations of a Federal Reserve rate cut and increasing concerns about the future [1] - Year-to-date, gold has risen over 30%, making it one of the best-performing commodities [1] - The recent surge in gold prices is supported by market expectations of a Federal Reserve rate cut, with a key U.S. employment report expected to further indicate a weakening labor market [1] Group 2 - UBS strategist Joni Teves noted that investors are increasing their gold holdings, particularly as a Federal Reserve rate cut approaches, which is pushing gold prices higher [2] - The low interest rate environment, weak economic data, and rising macroeconomic uncertainty and geopolitical risks enhance gold's role as a diversification tool in investment portfolios [2] Group 3 - Over the past three years, both gold and silver have more than doubled in price due to rising geopolitical, economic, and global trade risks, increasing demand for these traditional safe-haven assets [5] - Silver prices have risen over 40% year-to-date, with prices recently surpassing $40 per ounce for the first time since 2011, driven by its industrial applications in clean energy technologies [5] - The market is experiencing a fifth consecutive year of supply shortages for silver, with a weak dollar boosting purchasing power in major consumer countries like China and India [8]