历史首次！纽约期金，4000美元/盎司

Core Insights - Gold prices have surged, with New York futures reaching $4000 per ounce for the first time, marking a year-to-date increase of over 50% [1][3][4] - The rise in gold prices is attributed to heightened risk aversion due to the U.S. government shutdown, increasing fiscal deficits, geopolitical tensions, and expectations of further interest rate cuts by the Federal Reserve [3][4] - Other precious metals like silver and platinum have also seen significant increases, with silver reaching a 14-year high and platinum nearing a 2013 record [5] - Copper prices have surged as well, with LME copper hitting a 16-month high due to supply constraints from major mines [7][8] Gold Market - On October 7, New York futures gold hit $4000 per ounce, with spot gold at $3976.94, both marking historical highs [1][3] - The increase in gold prices is driven by a combination of factors including U.S. government shutdown, rising fiscal deficits, and central bank gold purchases [3][4] - Analysts suggest that the breakout above $4000 is not a question of "if" but "when" [4] Silver and Platinum Market - Silver prices surged by 1.5% to a 14-year high of $48.74, while platinum rose by 2% nearing $1650, both reflecting strong market demand [5] Copper Market - LME copper reached $10800 per ton, a 16-month high, with a year-to-date increase of over 20% due to supply disruptions from major mines [7][8] - The closure of the Grasberg copper mine in Indonesia is expected to significantly impact global copper supply, prompting analysts to raise price forecasts [7][8] A-Share Market Impact - The A-share market is seeing increased attention in the gold and resource sectors, with the non-ferrous metals sector leading with a 67.52% increase year-to-date [9] - Gold stocks have shown remarkable performance, with some companies doubling their stock prices, indicating strong market sentiment [9] - Analysts predict a "high opening" for gold and resource stocks in the A-share market following the surge in international gold prices [9]