国际金价节节攀升 首饰金消费旺季成交量有所放大

Group 1 - International gold prices have recently reached new highs, with jewelry gold prices also rising significantly, surpassing 1100 yuan per gram during the National Day and Mid-Autumn Festival holidays [1][2] - As of October 3, COMEX gold closed at 3912.1 USD per ounce, marking a weekly increase of 2.71% [1] - Market expectations for further interest rate cuts by the Federal Reserve, combined with a weakening dollar, are providing additional support for gold prices [1][4] Group 2 - Major jewelry brands have set gold prices around 1130 yuan per gram during the holiday period, with promotional activities in place despite high prices [2][3] - Discounts offered during the holiday include significant reductions on gold jewelry, with some brands providing up to 160 yuan off per gram [2][3] - The global gold ETF holdings have seen the fastest growth in three years, with a notable increase of nearly 27 tons in a single day, driven by inflows from North America and Europe [4] Group 3 - UBS forecasts a bullish trend in the gold market, predicting prices could reach 4200 USD per ounce by mid-2026, supported by a weaker dollar and increased central bank purchases [5] - Factors supporting precious metals include heightened demand for safe-haven assets due to economic uncertainties and ongoing central bank purchases [5] - Inflation expectations, while not the primary driver currently, could enhance gold's value as an inflation hedge if persistent high inflation occurs in the U.S. [5]