金价爆了。

Core Insights - The ongoing U.S. government shutdown has heightened uncertainty, leading to increased demand for gold as a safe-haven asset, with spot gold prices reaching a new all-time high of $3920.77 per ounce, marking a 49% increase year-to-date [1][2] Market Trends - Investors are anticipating a 98% probability of a 25 basis point rate cut by the Federal Reserve in October, with a 90% chance of a similar cut in December, which is expected to support gold prices [3] - Gold is traditionally viewed as a hedge during uncertain times, particularly benefiting from low interest rate environments [3] Analyst Predictions - Barclays strategists believe that gold prices are not overvalued compared to the U.S. dollar and Treasury bonds, suggesting that gold should carry a premium related to potential risks to the Fed's independence [4] - Citigroup has raised its three-month gold price target to $4000 per ounce, maintaining a bullish outlook given the ongoing favorable conditions [4] - Goldman Sachs analysts noted unexpectedly strong inflows into gold ETFs, indicating significant potential for private investment in gold, with forecasts suggesting prices could reach $4000 per ounce by mid-2026 and $4300 per ounce by the end of next year [4]