重拾上升动能 国际金价再创新高

Core Insights - International gold prices have reached new historical highs, with London gold hitting $3508.69 per ounce and COMEX gold reaching $3578.4 per ounce on September 2, marking over a 30% increase year-to-date [1][2] - The performance of gold-themed funds has also been impressive, with some yielding over 60% this year, indicating strong investor interest in gold assets [1][4] - Analysts believe that gold prices have further upward potential, with predictions that prices could eventually exceed $5000 or even $10,000 per ounce [1][5] Market Performance - Gold prices have shown a steady increase throughout the year, with a notable rise following the Jackson Hole global central bank meeting where Fed Chair Powell's dovish remarks increased market expectations for a rate cut [2][3] - As of September 2, London gold was reported at $3486.02 per ounce, up 0.3%, while COMEX gold was at $3556.1 per ounce, up 0.29% [2] Fund Performance - The performance of gold ETFs has been strong, with 14 gold ETFs showing an average increase of over 29% year-to-date, led by Huaxia Gold ETF at 29.72% [4] - Six gold stock ETFs have seen even higher gains, with some increasing over 60%, highlighting the robust interest in gold-related investments [4] Future Outlook - Analysts suggest that the upward trend in gold prices may continue, driven by factors such as inflation resilience and the weakening of the dollar's credibility due to challenges to the Fed's independence [3][4] - Emerging market central banks, particularly in China and India, are expected to increase their gold reserves, further supporting demand for gold [4][5]