现货黄金突破4000美元！政府停摆、美联储降息预期持续升温等因素叠加催化，上海金ETF(518600)强势涨超4%

Group 1 - During the National Day and Mid-Autumn Festival holiday (October 1 to October 8), international gold prices surged significantly, with COMEX gold prices reaching a historic high of $4,081 per ounce on October 8 [1] - The Shanghai Gold ETF (518600) saw a 4.43% increase as of October 9, 2025, marking its third consecutive rise, and has accumulated a 40.79% increase year-to-date [1] - Leveraged funds are actively investing, with the latest financing buy-in amount for the Shanghai Gold ETF reaching 18.32 million yuan and a total of 1.04 billion yuan attracted over the last four trading days [1] Group 2 - Goldman Sachs has raised its gold price forecast for December 2026 to $4,900 per ounce, up from a previous estimate of $4,300 [2] - The ongoing U.S. government shutdown, which began on October 1, is expected to delay the release of key economic data, including non-farm payrolls and CPI, increasing market uncertainty [2] - The combination of the government shutdown and weak employment data has strengthened expectations for the Federal Reserve to initiate a series of interest rate cuts, contributing to a bullish outlook for gold and silver [2]