Group 1 - Gold stocks continue to rise, with Shandong Gold up 3.5% to 39.6 HKD, Chifeng Gold up 3.34% to 31.54 HKD, and Zhaojin Mining up 2.62% to 30.58 HKD [1] - On September 22, gold prices surged, with spot gold reaching 3720 USD/ounce, marking a historical high and a daily increase of over 1% [1] - Galaxy Securities suggests that the recent Fed rate cuts may establish a trend of gradually easing monetary policy, potentially leading to increased global gold ETF holdings and driving up gold prices [1] Group 2 - Shunwan Futures indicates that while the Fed's rate cut stance remains cautious under Trump's pressure, the outlook for rate cuts is clear, with expectations for two more cuts this year [2] - The strong performance of US retail sales in August, with a month-on-month increase of 0.6% and a year-on-year increase of 2.1%, supports positive market sentiment [2] - The ongoing increase in US fiscal deficits and debt, along with central banks like China continuing to accumulate gold, indicates a long-term bullish trend for gold [2]
港股异动 | 黄金股延续上涨态势 现货黄金续刷新高 市场预期降息前景较为明确