金价爆了！华尔街大佬：黄金开始取代美债，成为无风险资产

Core Viewpoint - International gold prices continue to rise, with spot gold surpassing $4,140, reflecting a weekly increase of over 3% [1] Group 1: Gold Price Movements - On November 11, spot gold surged by 2.85%, closing around $4,115, marking the highest closing price since October 23 [3] - COMEX gold futures rose by 2.76%, reaching $4,120.60 per ounce [3] - Domestic gold jewelry prices increased, with Chow Sang Sang's price rising to ¥1,308 per gram from ¥1,276, an increase of ¥32 per gram, and Lao Feng Xiang's price rising to ¥1,310 per gram from ¥1,273, an increase of ¥37 per gram [3] Group 2: Central Bank Gold Reserves - As of the end of October, China's gold reserves reached 74.09 million ounces, an increase of 30,000 ounces from the end of September, marking the 12th consecutive month of gold accumulation [9] - The World Gold Council reported that global central banks accelerated gold purchases in Q3, with a net purchase of 220 tons, a 28% increase from Q2 and a 10% year-on-year increase [9] - In the first three quarters of the year, global central banks accumulated a total of 634 tons of gold, significantly higher than the average levels before 2022 [9] Group 3: Market Trends and Predictions - Amid the decline of the dollar's status as a reserve currency, central banks are diversifying their reserve assets, leading to an increased importance of gold [9] - Ray Dalio, founder of Bridgewater Associates, stated that gold is beginning to replace U.S. Treasury bonds as a risk-free asset [9] - Analysts predict that gold prices may maintain high levels in the short term, with ongoing uncertainties and the trend of "de-dollarization" supporting medium-term price increases [10] - Research from China International Capital Corporation suggests that gold is likely to continue its upward trend next year, with structural and cyclical opportunities expected to resonate [10]