飙涨！创历史新纪录！商家：不敢轻易增加库存

Core Viewpoint - Gold prices have surged significantly, with spot gold reaching over $3,890 per ounce and London gold hitting a record high of $3,895 per ounce on October 1, 2023, driven by geopolitical tensions and U.S. government shutdown concerns [1][4]. Gold Market Performance - On October 1, spot gold rose to $3,890 per ounce, with a peak of $3,895 per ounce, marking a historical high [1]. - COMEX gold also saw an increase, trading at $3,920.2 per ounce, up 1.21% from the previous close [3]. - The highest price recorded for COMEX gold was $3,922.7 per ounce, while the lowest was $3,880.3 per ounce [3]. Influencing Factors - The U.S. government shutdown news has heightened demand for safe-haven assets like gold, as uncertainty looms over federal funding and potential furloughs for federal employees [3][4]. - Geopolitical instability, particularly regarding Russia's military actions in Ukraine and the U.S. considering military support for Ukraine, has further fueled gold's price increase [4]. - Market analysts suggest that expectations of interest rate cuts by the Federal Reserve are providing strong support for gold prices, with a flattening yield curve indicating reduced confidence in economic growth [4]. Jewelry Price Trends - As of October 1, gold jewelry prices have increased, with brands like Chow Sang Sang pricing their gold jewelry at 1,130 RMB per gram, up 5 RMB from the previous day [5]. - Other brands, including Chow Tai Fook and Luk Fook, have also raised their prices to around 1,129 RMB per gram [7][9]. - Despite rising gold prices, demand for gold jewelry remains strong, particularly during the holiday season, with consumers purchasing gold for gifts and celebrations [9][10]. Market Outlook - Analysts predict that gold will maintain a bullish trend due to ongoing concerns about U.S. government debt and geopolitical tensions, although a period of consolidation may follow the recent price increases [11]. - BMO Capital Markets has raised its price forecasts for gold, expecting an average price of $3,900 per ounce by the end of 2025, reflecting an 8% increase from previous estimates [11]. - UBS forecasts gold prices could reach $4,200 per ounce by mid-2026, driven by factors such as a weakening dollar and increased central bank purchases [12].