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中信建投:建议关注金银铜等有色板块投资机遇
Zheng Quan Shi Bao Wang·2025-10-09 00:17

Core Viewpoint - Precious metals like gold and silver, along with cryptocurrencies, have experienced significant price increases during the National Day and Mid-Autumn Festival holidays, driven by various geopolitical and economic factors [1] Group 1: Market Drivers - The surge in international gold prices is primarily attributed to short-term volatility caused by the U.S. government shutdown, political changes in Japan, ongoing expectations of interest rate cuts by the Federal Reserve, and continuous gold purchases by global central banks [1] - Concerns over the credibility of the U.S. dollar and American sovereign debt, exacerbated by the government shutdown and recession expectations, have led global investors to favor precious metals and Bitcoin [1] Group 2: Commodity Insights - Recent supply shortages and a revolution in computing power have contributed to a notable increase in copper prices [1] - Investment opportunities in the non-ferrous metals sector, particularly in gold, silver, and copper, are recommended for consideration [1]