美黄金需求暴增58%黄金5000美元在望

Group 1: Gold Market Performance - The U.S. gold market showed significant growth in Q3, with demand surging 58% year-on-year to 186 tons, making it a focal point in the global gold market [2] - North American gold ETFs saw a net inflow of $16 billion, significantly boosting trading volumes [2] - Global gold ETF holdings increased by 222 tons to a record 3,838 tons, with U.S. funds contributing 137 tons, accounting for 62% of global net inflows [2] Group 2: Demand Trends - U.S. consumer gold demand (jewelry, bars, and coins) fell by 33% year-on-year to 32 tons, with jewelry consumption down 12% to 25 tons and bars and coins demand plummeting 64% to 7 tons, the lowest since pre-pandemic levels [2] - Despite the decline in volume, jewelry spending in dollars rose by 23% year-on-year, marking nine consecutive quarters of growth [2] Group 3: Trading Activity - The average daily trading volume for gold futures and options on the New York Commodity Exchange increased by 35% year-on-year, while North American ETF daily trading volume surged by 109% [3] - Retail demand in the U.S. has rebounded significantly, with major retailers like Costco planning to expand their gold bar offerings due to strong demand [3] Group 4: Future Outlook - Bloomberg forecasts that gold prices will continue to rise in the first half of 2026, driven by persistent inflation expectations and geopolitical risks [3] - Analysts from the World Gold Council suggest that the demand for gold as a safe-haven asset is likely to persist into the first half of 2026 [3] Group 5: Current Gold Prices - As of November 7, spot gold is trading around $3,992.13 per ounce, with a daily increase of 0.41%, indicating a short-term bullish trend [1]