Group 1 - The long-term value support for gold remains due to the continuous decline of the "U.S. dollar credit system," which has been reinforced by recent events [3] - The recent dismissal of Federal Reserve Governor Lisa Cook by Trump marks the first time in 112 years that a governor has been removed, raising concerns about the political norms and constitutional order [3] - Trump's team has drafted a secret plan to enhance White House intervention in the Federal Reserve, potentially undermining the Fed's policy independence [4] Group 2 - The resignation of Cook provides Trump with the opportunity to nominate a third Federal Reserve governor, which could lead to a majority that aligns with his stance, fundamentally affecting future monetary policy [4] - Gold pricing reflects the opportunity cost of interest-bearing assets, with its performance being influenced by the Fed's interest rate cycle and the global economic cycle [4] - In periods of recession or stagflation, gold tends to perform better as a safe-haven asset compared to cash, highlighting its value during economic downturns [4] Group 3 - Recently, gold has broken through previous resistance levels, indicating market confidence in its value [6] - Investors are encouraged to pay attention to gold ETFs as a potential investment opportunity [6]
看多黄金逻辑未变,关注黄金基金ETF(518800)、黄金股票ETF(517400)
Mei Ri Jing Ji Xin Wen·2025-09-04 01:23