Core Viewpoint - The article discusses the trends of "de-globalization" and "de-dollarization," highlighting the supportive role of central bank gold purchases on gold prices, particularly noting China's increase in gold reserves for the 11th consecutive month [1][3]. Group 1: Market Performance - Domestic main contracts showed a mixed performance with significant gains in gold, palm oil, and copper, all rising over 4%, while losses were observed in live pigs and liquefied gas, which fell over 5% [3]. - The largest gold ETF, SPDR, has seen its holdings rise above 1000 tons to 1013.16 tons, indicating strong investor interest [1]. - The global largest ETF, iShares, also reported holdings reaching 15311.1 tons, reflecting a broader trend of investment in precious metals [1]. Group 2: Economic Indicators - China's central bank increased its gold reserves by 1.24 tons to approximately 2303.523 tons, supporting the bullish outlook for gold [1]. - The U.S. labor market is showing signs of slowing down, which may lead to continued interest rate cuts by the Federal Reserve, further driving demand for gold and silver as safe-haven assets [1]. - The U.S. government shutdown has also contributed to increased risk aversion among investors, providing additional upward momentum for gold and silver prices [1]. Group 3: Analyst Insights - Analysts suggest that silver prices are likely to continue their upward trend, recommending buying on dips rather than aggressive chasing of price increases [1].
期货收评:沪金、棕榈油、沪铜、国际铜涨4%,沪锡、豆油、沪镍、沪银涨超2%;生猪、液化石油气跌超5%,鸡蛋跌超4%
Sou Hu Cai Jing·2025-10-09 07:51