Core Viewpoint - Spot gold has surged past $4100 per ounce, marking a significant increase of over $90 in a single day, with a year-to-date rise of nearly $1500, representing an increase of over 56%, making it one of the standout assets in the global financial market [1] Group 1: Gold Market Insights - Bank of America has raised its mid-term price forecast for gold to $5000 per ounce by 2026, driven by supply constraints, policy uncertainty, and soaring investment demand [1] - The report indicates that if gold investment demand increases by 14% by 2026, prices could exceed $5000 [1] - Record inflows into global gold ETFs have surged, with a total net inflow of $14 billion in September, an increase of 880% year-on-year [1] Group 2: Silver Market Insights - The silver market is expected to face ongoing supply constraints despite a projected 11% decline in global silver demand by 2026, primarily due to reduced silver usage in the solar photovoltaic industry [2] - The transition in the solar industry from high-silver PERC components to TopCon components is expected to decrease silver usage per unit [2] - The physical silver market is experiencing extreme tightness, with rising leasing rates in London indicating supply issues [2] Group 3: Price Projections - Short-term price volatility is anticipated, but the overall trend for both gold and silver remains upward, with average price forecasts of $4400 per ounce for gold and $56.25 per ounce for silver by 2026 [3] - The highest potential prices are projected to reach $5000 for gold and $65 for silver [3]
现货黄金强势突破4100美元 华尔街大行罕见大幅上调目标价至5000！
Zhi Tong Cai Jing·2025-10-13 15:17