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【黄金期货收评】美联储转向黄金新周期 沪金上涨0.32%
Jin Tou Wang·2025-09-04 09:31

Group 1 - The core viewpoint indicates that the gold market is experiencing increased safe-haven demand due to European market turmoil and the weakening of European equity markets, alongside expectations of a shift towards monetary easing by the Federal Reserve [1][3] - As of September 4, the Shanghai gold spot price was reported at 807.70 yuan per gram, showing a discount of 5.28 yuan per gram compared to the futures price of 812.98 yuan per gram [1] - The ISM manufacturing index in the U.S. rose slightly to 48.7 in August, remaining below the neutral line for six consecutive months, indicating ongoing contraction in the manufacturing sector [2] Group 2 - The financial attributes of gold are expected to strengthen due to the Federal Reserve's potential shift towards easing monetary policy and concerns over its independence [3] - The outlook for silver is also positive, with the market facing tariff policy risks and a strengthening bullish sentiment as the ISM manufacturing PMI remains in contraction territory [3] - The recommendation for trading strategies includes holding long positions in gold (AU2512) and silver (AG2512) [3]