建信上海金ETF(518860)重获资金净流入，降息周期有望即将开启，国际金价再获历史性突破

Group 1 - Gold prices continue to rise, reaching historical highs with spot gold hitting $3689.56 per ounce and COMEX gold futures reaching $3728.4 per ounce on September 15 [1] - The market anticipates a new round of interest rate cuts from the Federal Reserve during its upcoming meeting on September 16 and 17, with President Trump expecting a "significant rate cut" announcement [1] - Morgan Stanley has raised its gold price forecast, predicting spot gold could exceed $4000 per ounce by Q1 2026, driven by strong investor demand and potential impacts on the Fed's independence pushing prices to $5000 [1] Group 2 - Dongwu Securities notes that while U.S. commodity inflation continues to rise, service sector inflation is slowing, and labor market data is weakening, suggesting that precious metals will benefit from these trends [2] - The recent fluctuations in precious metal prices indicate the need for investors to manage risks and control positions rationally [2]