贸易局势缓和 金价再跌 黄金ETF周一创六个月最大单日减仓

Group 1 - Gold prices fell below $3960 per ounce, continuing a decline from a previous drop of 3.2% [1] - The recent surge in gold prices, reaching a historical high of $4380 per ounce, was driven by central bank purchases and currency devaluation trades, leading to a 50% increase year-to-date [1] - Gold ETFs saw a significant reduction of 448,706 ounces (approximately $1.79 billion) on Monday, marking the largest single-day reduction in six months [1] Group 2 - Chris Weston from Pepperstone noted that gold is making lower lows, and high trading volumes make it difficult to determine a bottom; a strategy of waiting for a rebound to buy is suggested [2] - A survey at the LBMA conference indicated a bullish sentiment, with participants expecting gold prices to approach $5000 per ounce in a year [2] - John Reade from the World Gold Council mentioned that central bank demand for gold is weakening, and deeper corrections may be welcomed by professional traders [2] Group 3 - Despite previous overbought conditions, gold remains underrepresented in asset allocation, comprising only about 5% of global stock and bond investments [3] - The market anticipates a 25 basis point rate cut from the Federal Reserve, which typically supports non-yielding assets like gold [3] - As of October 28, spot gold closed down 0.69% at $3954.94 per ounce, while COMEX gold futures fell 1.25% to $3969.40 per ounce [3]