Group 1 - The core viewpoint of the news is that gold prices have reached a historical high of $3719 per ounce, with a year-to-date increase of 40% following a 25 basis point rate cut by the Federal Reserve [1] - Long-term gold allocation remains valuable due to the Fed's continued rate cuts amid economic adjustments and persistent inflation concerns, alongside expectations of a more accommodative Fed post-2026 [1] - Global central banks and institutional investors are increasing their gold allocations driven by de-dollarization trends, geopolitical risks, and the need for diversified investment portfolios [1] Group 2 - Gold stocks have seen significant gains, with notable increases in share prices for companies such as Tongguan Gold (up 8.26%), Lingbao Gold (up 7.35%), Shandong Gold (up 6.56%), Zhaojin Mining (up 5.64%), and Chifeng Jilong Gold (up 4.72%) [2] - The trading volume for gold stocks has been substantial, with 690,000 shares traded at peak times [2]
黄金股持续走高 现货黄金再创历史新高 机构看好中长期黄金配置价值
Zhi Tong Cai Jing·2025-09-22 16:50