国际金价续创新高 关注有色板块投资机遇

Core Viewpoint - International spot gold prices surged past $4000 per ounce, reaching a historic high, driven by factors such as the U.S. government shutdown, political uncertainty in Japan, expectations of continued interest rate cuts by the Federal Reserve, and ongoing global central bank gold purchases [1] Group 1: Gold Market Dynamics - International futures gold prices also hit the $4000 per ounce mark, indicating strong market momentum [1] - Domestic gold jewelry brands in China reported record high prices, with brands like Lao Miao, Lao Feng Xiang, and Chow Sang Sang reaching prices of 1160 RMB, 1165 RMB, and 1162 RMB per gram respectively [1] Group 2: Influencing Factors - The U.S. government shutdown has raised concerns about the credibility of the dollar and U.S. sovereign debt, leading to increased investor interest in precious metals and Bitcoin [1] - Expectations of future interest rate cuts and recession fears have further fueled demand for gold and silver [1] - A supply shortage and advancements in computational power have contributed to a notable increase in copper prices, suggesting investment opportunities in the metals sector [1]