机构上调黄金价格

Group 1 - Wells Fargo Investment Institute has raised its gold price target for the end of 2026 from $3,900-$4,100 to $4,500-$4,700, driven by ongoing geopolitical and trade policy uncertainties that are expected to sustain demand for gold from both private and official sectors [1] - The report highlights that global central bank gold purchases remain strong, and concerns over inflation and currency depreciation among private investors are contributing to upward price momentum [1] - Morgan Stanley maintains a bullish outlook, projecting an average gold price of $4,300 in the first half of 2026, benefiting from expectations of interest rate cuts, inflows into gold ETFs, central bank purchases, and economic uncertainty [1] Group 2 - The Shanghai gold price increased by 0.47%, closing at 922.58 yuan per gram [3] - According to GF Futures, the U.S. economy and job market are facing recession risks due to government shutdowns, which may strengthen expectations for interest rate cuts and negatively impact the U.S. dollar index [4] - The ongoing fiscal and monetary policy turmoil in developed countries like the U.S., Europe, and Japan is expected to reshape asset pricing, favoring financial commodities like precious metals, reminiscent of the bull market in the 1970s [4][5]