贵金属板块活跃走强 西部黄金涨超7%

Core Viewpoint - The precious metals sector is experiencing significant gains, with notable increases in stock prices for companies such as Western Gold, Xiaocheng Technology, Zhaojin Gold, and Chifeng Gold, driven by macroeconomic factors and expectations of continued monetary easing [1] Group 1: Market Performance - As of the morning of October 13, the precious metals sector is active and strong, with Western Gold rising over 7%, Xiaocheng Technology up over 6%, Zhaojin Gold increasing over 5%, and Chifeng Gold gaining over 2% [1] Group 2: Economic Analysis - Dongwu Securities highlights that following the key changes in the Federal Reserve's stance during the global central bank conference in August, the persistence of re-inflation and the decline in non-violent service sector inflation have become central to the current macroeconomic narrative [1] - The interplay between tariffs causing inflation to rise and the expectations of interest rate cuts leading to a decrease in nominal rates will continue to influence the market, indicating a period of rapidly declining real interest rates [1] - The outlook for precious metals remains positive, with expectations for continued strength in the sector [1]