金价持续高位运行 全球消费者买金习惯发生改变

Core Insights - International gold prices have surged, with New York gold futures reaching a record high of $4,392 per ounce recently, leading to changes in consumer buying habits globally [1] Group 1: India Gold Market - Indian consumers are shifting their gold purchasing habits due to soaring prices, opting for old-to-new exchanges instead of buying new gold jewelry during the Diwali festival [2][4] - The price of gold in India reached ₹12,700.8 per gram (approximately ¥1,029), marking an increase of over 60% compared to last year's Diwali prices [6] - Overall gold sales during the first day of Diwali in India decreased by 10% to 15% compared to last year, but total sales revenue increased significantly due to high prices [8] - Current gold demand in India has dropped by 40%, while silver demand has risen as consumers defer gold purchases [10] Group 2: South Korea Gold Market - In South Korea, investment demand for gold has surged, leading to depleted inventories in gold shops, with some stores completely sold out [12][13] - The high gold prices have prompted consumers to turn to silver, which is perceived as a more affordable investment, resulting in record high silver prices [19] - As of mid-October, silver prices reached ₩2,467 per gram (approximately ¥12), with a year-to-date increase of nearly 70%, surpassing the increase in gold prices [19]