黄金早参丨现货金价触及3700美元，美消费强劲或为降息提供变数，黄金牛市基石稳固

Group 1 - The core viewpoint of the articles highlights the significant rise in gold prices, with COMEX gold futures reaching $3739.9 and London gold prices hitting $3703.13, both marking historical highs. This surge is influenced by the anticipation of a potential interest rate cut by the Federal Reserve [1][2] - The U.S. Senate narrowly approved the nomination of Milan to the Federal Reserve, allowing him to participate in the upcoming monetary policy meeting, which could impact future interest rate decisions [1] - U.S. retail sales for August increased by 0.6% month-on-month, marking the third consecutive month of exceeding expectations, with inflation-adjusted retail sales showing a year-on-year growth of 2.1% [1] Group 2 - Analysts suggest that gold's effective breakthrough of $3700 indicates the start of a new price reassessment cycle. The Federal Reserve's policy decision will be a key indicator for short-term price movements [2] - In the medium to long term, the supportive factors for gold remain unchanged, including global monetary policy easing, weakening of the U.S. dollar credit system, persistent geopolitical risks, and institutionalized central bank gold purchases [2] - Investors are advised to be cautious of short-term volatility risks while recognizing gold's irreplaceable role as a strategic asset in wealth allocation [2]