美国非农数据爆冷，现货金价冲击3600美元

Group 1 - The core point of the article highlights the disappointing U.S. employment data for August, with non-farm payrolls increasing by only 22,000, significantly below expectations, and the unemployment rate rising to 4.3%, the highest level since 2021 [1] - The unexpected employment data has increased market expectations for the Federal Reserve to cut interest rates in September and potentially more cuts throughout the year [1] - Following the employment report, there was a notable influx of capital into the gold market, pushing the London spot gold price to around $3,600 per ounce, marking the first time it reached this level [1] Group 2 - The non-farm data serves as a significant bullish stimulus for the gold market, which has been in a bullish trend since August 26, coinciding with Fed Chair Powell's dovish remarks at the Jackson Hole global central banking conference [3] - Following Powell's speech, subsequent U.S. economic data has supported expectations for a new round of quantitative easing, and the largest gold ETF has seen continuous inflows [3] - Geopolitical developments, including the ongoing Russia-Ukraine conflict, complex Middle East situations, and U.S. military deployments in Latin America, are providing additional support for gold bulls [3] Group 3 - Technically, international gold prices have experienced a four-month consolidation since April, successfully breaking through the previous historical high of $3,500 per ounce, indicating the start of a new upward trend [5] - Market sentiment has shifted from divergence to a consensus bullish outlook, with potential targets for gold prices projected to reach around $3,733 per ounce, and possibly even $4,000 per ounce [5] - The current phase of international gold prices is seen as the early stage of a new bullish trend, suggesting a need to align with market movements to mitigate risks [5]