刚刚，大涨！达利欧：黄金比美元更安全

Group 1: Gold Market - Spot gold reached a historic high, surpassing $3999 per ounce, and COMEX gold futures reported at $4018.4 per ounce [1] - Ray Dalio, founder of Bridgewater Associates, emphasized that gold is a superior safe-haven asset compared to the US dollar, suggesting a strategic asset allocation of about 15% in gold for optimal portfolio diversification [4] Group 2: Japanese Stock Market - The Japanese stock market saw a rise, with the Tokyo Stock Price Index increasing by 1% to 3260.25 points, driven by gains in major stocks like Ishikawajima-Harima Heavy Industries and Rakuten Bank [5] - Notable stock performances included Aichi Financial (+7.23%), Ishikawajima-Harima Heavy Industries (+5.95%), and Mitsubishi Heavy Industries (+5.56%) [6] Group 3: Currency Exchange - The USD/JPY exchange rate rose to 152.25 yen, the highest level since February 19, indicating pressure on the yen due to political developments in Japan [7] - The yen's depreciation is linked to concerns over fiscal expansion policies under the new administration, which may exacerbate inflation and prompt the Bank of Japan to raise interest rates [7] Group 4: Japanese Economic Indicators - Japan's real wages adjusted for inflation fell by 1.4% year-on-year in August, marking the eighth consecutive month of decline, indicating ongoing pressure on household purchasing power [8] - Despite nominal wage growth of 1.5%, it remains below the consumer inflation rate of 3.1%, leading to a decrease in real income [8] - Japan's trade balance showed a surplus of 105.9 billion yen in August, contrary to expectations of a deficit, while the current account surplus was reported at 24.635 trillion yen [8]