大有期货： 贵金属行情仍有较强的支撑 短期或盘整波动

Group 1: Gold Market Performance - The Shanghai gold futures contract is currently priced at 844.54 CNY per gram, reflecting a 1.78% increase [1] - The opening price for the day was 831.02 CNY per gram, with a high of 844.76 CNY and a low of 829.86 CNY [1] Group 2: Macroeconomic News - The U.S. Department of Labor reported that initial jobless claims for the week ending September 13 were 231,000, lower than the expected 240,000, with the previous value revised from 263,000 to 264,000 [2] - The Bank of England maintained its policy rate at 4.00%, aligning with market expectations, leading traders to increase bets on easing, anticipating a total rate cut of 45 basis points by the end of 2026 [2] - Foreign holdings of U.S. Treasury securities reached a record high of 9.159 trillion USD in July, with significant increases from Japan and the UK, while China's holdings fell to 730.7 billion USD, the lowest since December 2008 [2] - U.S. President Trump indicated that an agreement with China regarding the ownership transfer of TikTok to U.S. companies is imminent, although the deadline for divestiture may be extended [2] Group 3: Institutional Perspectives - Following the Federal Reserve's interest rate cut in September, the precious metals market did not experience a significant uptrend, as the positive market sentiment had already been priced in [3] - There is a possibility of profit-taking in the short term, with expectations of further 25 basis point cuts in the upcoming meetings in October and December, providing strong support for precious metals [3] - The upcoming release of important data, including August's PCE, may influence market expectations regarding the Fed's future monetary policy, leading to potential volatility in the gold market [3] - Global financial markets, including the Chinese stock market, are experiencing significant short-term fluctuations, which may alter market risk preferences; if stock markets adjust, gold prices may remain strong [3]