深夜中概股回调 多股跌超10% 黄金跌破3550美元

Market Performance - The US stock market showed positive performance with major indices in the green, while the Nasdaq China Golden Dragon Index fell over 1%, indicating weak performance of Chinese concept stocks [1] - The Wande China Technology Leaders Index dropped by 1.93%, with notable declines in stocks such as Alibaba, which fell by 3.7%, and several others experiencing declines exceeding 10% [1] Employment Data and Federal Reserve Expectations - The ADP employment report indicated an increase of 54,000 jobs in August, which was below market expectations, contributing to a cooling labor market narrative [3] - Initial jobless claims for the week ending August 30 were reported at 237,000, higher than anticipated, reinforcing expectations for a potential interest rate cut by the Federal Reserve, with a 97.4% probability of a rate cut in September [3] Commodity Market Trends - Gold and oil prices continued to decline, with spot gold prices falling below $3,550 per ounce, while crude oil futures also saw a decrease of nearly 1% [6] - Year-to-date, gold has shown a remarkable performance with an approximate increase of 35%, driven by factors such as central bank purchases and expectations of a Federal Reserve rate cut [8][9] Gold Price Outlook - Analysts suggest that ongoing geopolitical tensions and trade disputes may sustain demand for gold, potentially pushing prices above $4,000 per ounce [9] - Some experts predict that if the Federal Reserve's credibility is compromised, gold prices could even exceed $5,000 per ounce, highlighting a bullish long-term outlook for gold [9][10]