地缘风险叠加降息预期 金、银、铂齐创新高燃行情

Group 1 - The core viewpoint of the articles highlights that gold and silver have reached historic highs due to rising geopolitical tensions and expectations of further interest rate cuts by the Federal Reserve in 2026 [1][2] - Gold prices have surpassed $4,380, while silver has risen over 2% to above $68, and platinum has broken the $2,000 mark for the first time since 2008, with platinum's annual increase exceeding 120% [1][2] - The year 2023 is projected to be historic for precious metals, with gold and silver expected to achieve their largest annual gains since 1979, driven by central bank purchases and inflows into gold ETFs [2] Group 2 - Traders anticipate two interest rate cuts by the Federal Reserve in 2026, despite calls for larger cuts from former President Trump, as recent U.S. economic data does not clearly indicate a policy direction [2] - The demand for precious metals is bolstered by geopolitical tensions, including increased U.S. sanctions on Venezuela and military actions in the Mediterranean and the Middle East [2] - Goldman Sachs forecasts that gold prices will continue to rise, with a target price of $4,900 per ounce, indicating upward risks, as ETF investors compete with central banks for limited supplies [2] Group 3 - Technical analysis indicates that gold prices need to maintain above $4,380 to build further upward momentum, while silver is expected to challenge the $70 mark before the new year [3] - The silver price has been supported by strong demand, with the gold-silver ratio falling below 65.00, while platinum has shown a strong upward trend, breaking the psychological barrier of $2,000 [3] - The relative strength index for platinum has entered an extremely overbought zone, suggesting that a correction may be imminent [3]