男子变现2公斤金条净赚100万 金价突破4200美元大关,国内金饰克价突破1235元
Sou Hu Cai Jing·2025-10-15 09:16

Core Viewpoint - International gold prices have reached historical highs, with significant increases observed in October, reflecting strong market demand and investment interest [1][2][3]. Price Movements - As of October 15, COMEX gold prices surpassed $4200 per ounce, peaking at $4205.8, marking a maximum increase of 1.02%. London spot gold also crossed the $4180 mark, reaching $4186.8 with a maximum increase of 1.09% [1]. - Since the beginning of October, gold prices have risen over $300, translating to an approximate increase of 8% [1]. Domestic Market Impact - The rise in international gold prices has led to an increase in domestic gold jewelry prices. For instance, Chow Tai Fook's gold jewelry price rose from 1215 RMB per gram to 1235 RMB, an increase of 20 RMB overnight [1]. - A notable case involved a man in Yantai, Shandong, who sold 2 kilograms of gold bars for a profit of over 1 million RMB, highlighting the lucrative nature of gold investments amid rising prices [2]. Investment Trends - Various investment institutions have raised their gold price forecasts, with Morgan Stanley predicting prices could reach $4500 per ounce by the second half of 2026, while Goldman Sachs has adjusted its forecast for December 2026 from $4300 to $4900 per ounce, indicating a potential 23% increase [3][4]. - Bridgewater's founder, Ray Dalio, suggests that a strategic asset allocation should include approximately 15% in gold, emphasizing its role as a diversification tool in investment portfolios [3]. Central Bank and ETF Influence - Goldman Sachs anticipates that central bank purchases and inflows into gold ETFs will continue to support rising gold prices. Central bank gold purchases are expected to average 80 tons per month in 2025 and 70 tons in 2026, contributing approximately 19 percentage points to price increases [4]. - The potential for a 100 basis point rate cut by the Federal Reserve in mid-2026 may also boost institutional investments in gold ETFs, contributing an additional 5 percentage points to gold price growth [4].