现货黄金逼近4050美元！港股黄金股狂欢 A股怎么走？

Core Insights - The spot gold price reached a historical high of $4049.64 per ounce on October 8, 2023, continuing its strong upward trend [1] - The Hong Kong stock market's metal and mining sector rose by 1.81% on the same day, with several gold-related stocks experiencing significant gains [1][2] Gold Price Movement - During the National Day and Mid-Autumn Festival period, spot gold prices increased by over 4%, while the Hong Kong metal and mining sector saw gains exceeding 10% [3] - Analysts attribute the rise in gold prices to heightened risk aversion stemming from the U.S. government shutdown, alongside long-term factors such as expanding U.S. fiscal deficits and ongoing geopolitical tensions [3] Institutional Predictions - UBS forecasts that gold prices will reach $4200 per ounce by the end of 2023, supported by both fundamental and momentum factors [4] - Goldman Sachs has raised its gold price forecast to $4900 per ounce by December 2026, citing structural diversification in reserves by emerging market central banks [4] Market Performance - The A-share index for non-ferrous metals has increased by 61.4% over the past year, significantly outperforming the broader market [4] - Notable stocks within the non-ferrous metals sector have seen substantial price increases, with several stocks doubling in value [4][5]