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u200b金价创历史新高突破3500美元,央行购金与降息预期助推涨势
Shang Wu Bu Wang Zhan·2025-09-04 16:51

Core Viewpoint - The article discusses the recent surge in gold prices driven by a weaker US dollar and market expectations of an interest rate cut by the Federal Reserve, highlighting the growing demand for gold as a hedge against inflation and economic uncertainty [1] Group 1: Gold Price Movement - Spot gold prices reached a high of $3,508.70 per ounce during Asian trading on September 2, surpassing the previous high set during the Trump administration's tariff policy [1] - Gold closed at $3,497 per ounce, marking a daily increase of 0.9% [1] Group 2: Market Influences - Concerns over the independence of the Federal Reserve, exacerbated by President Trump's pressure on Chairman Jerome Powell and attempts to remove Governor Lisa Cook, have contributed to rising gold prices [1] - David Wilson, head of commodity strategy at BNP Paribas, noted that increasing economic uncertainty makes gold more attractive, creating favorable conditions for price increases [1] Group 3: Demand Dynamics - Goldman Sachs reported that inflows into gold ETFs have become a significant source of demand supporting gold prices, predicting that spot gold could reach $4,000 per ounce by mid-2024 [1] - According to the World Gold Council, global central banks have been increasing their gold holdings since the beginning of 2023, nearly doubling gold prices [1] Group 4: Central Bank Trends - In 2024, gold has replaced the euro as the second-largest reserve asset held by central banks, following the US dollar, accounting for 20% of global official reserves [1] - Major gold purchasing countries include India, China, Turkey, and Poland, indicating a continuing trend of de-dollarization among multiple central banks [1]