苍原资本：黄金概念强势拉升，恒邦股份、西部黄金涨停，赤峰黄金等大涨

Core Viewpoint - Recent international gold prices have continued to rise, with COMEX gold futures reaching a record high of $3685.7 per ounce on September 8, and spot gold breaking the $3600 per ounce mark, marking a significant increase this year [2] Group 1: Price Movements - Spot gold has increased by $1000 per ounce this year, representing a year-to-date increase of 38% [2] Group 2: Market Drivers - The current global liquidity environment is expected to support gold prices in the medium term, as non-U.S. central banks have initiated rate cuts ahead of the Federal Reserve, leading to an outflow effect that boosts gold [2] - Recent U.S. inflation data has fallen short of expectations, suggesting that tariff impacts on inflation may not be as significant as previously thought, indicating manageable inflation risks for the U.S. this year [2] Group 3: Future Outlook - Some central banks are likely to follow the Federal Reserve in cutting rates, indicating that the global easing cycle is not yet over, which provides further support for gold prices in the medium term [2]