【黄金期货收评】关税扰动利好黄金 沪金上涨1.99%

Group 1 - The core viewpoint is that gold prices have increased significantly this year, driven by geopolitical risks, central bank purchases, ETF inflows, expectations of US interest rate cuts, and trade tariff concerns [1][2] - As of October 13, the Shanghai gold spot price was quoted at 897.66 yuan per gram, showing a discount of 29.9 yuan per gram compared to the futures price of 927.56 yuan per gram [1] - The gold price has risen by 54% year-to-date, influenced by multiple factors including the announcement of a 100% tariff on US imports from China and export controls on key software by the Trump administration [1] Group 2 - Market expectations indicate that the Federal Reserve is likely to cut interest rates by 25 basis points this month, with another potential cut in December [2] - Federal Reserve Chairman Jerome Powell is expected to provide new insights into monetary policy during his speech at the NABE annual meeting [2] - Geopolitical discussions regarding a ceasefire plan in Gaza among leaders, including Trump, are being closely monitored by the market [2] Group 3 - Hualian Futures suggests that short-term gold positions should have profit-taking strategies in place, while maintaining a long-term bullish outlook [3] - The recent US fiscal issues and new high tariffs on imports are seen as beneficial for gold, potentially accelerating the Fed's rate-cutting pace [3] - The long-term bullish logic for gold remains intact, driven by a weaker dollar and ongoing global political and economic instability [3]