金价癫了！一天站上4500美元/盎司，有知名投资人高调离场

Group 1 - International gold prices have surged, reaching a peak of $4530.8 per ounce on December 23, marking a new historical high [1] - The driving factors for gold prices include the restructuring of the credit currency system, heightened demand for hedging against geopolitical and policy uncertainties, and continuous gold purchases by global central banks [1][2] - Major institutions predict that gold prices will exceed $4000 per ounce by 2026, with some forecasts suggesting potential to break the $5000 mark, although there is disagreement among institutions [1][5] Group 2 - Gold has emerged as one of the best-performing assets in the capital market this year, with COMEX gold futures increasing by over 60% year-to-date [2] - The retail price of gold jewelry has also risen significantly, with prices reaching around 1403 yuan per gram for major brands [2] - Central banks globally have been net buyers of gold, with a total of 634 tons purchased in the first three quarters of this year, despite being lower than the previous three years' highs [2][3] Group 3 - The share of the US dollar in global foreign exchange reserves has declined, dropping from 57.79% to 56.32% over two quarters, indicating a trend of reduced reliance on the dollar [3] - Gold ETFs have seen significant inflows, with over 100 billion yuan net inflow this year, accounting for about 10% of total ETF inflows [3] - Geopolitical tensions, including the US's tariff policies and conflicts in Ukraine and the Middle East, have highlighted gold's safe-haven attributes [3] Group 4 - Some prominent investors have begun to exit the gold market, with notable figures selling their holdings at around $4500 per ounce [4] - The Russian central bank has started selling its gold reserves to meet budgetary needs, having sold at least 3.11 tons in the first nine months of the year [5][6] - The potential for a shift towards the Chinese yuan in international trade settlements could impact gold demand, as the yuan's share in reserves remains low compared to China's trade volume [4] Group 5 - Major financial institutions remain optimistic about gold prices, with Morgan Stanley predicting prices could reach $4800 per ounce by Q4 2026, while JPMorgan has set a target of $5055 per ounce based on strong future demand [5] - Goldman Sachs forecasts a 14% increase in gold prices by December 2026, reaching $4900 per ounce, with ongoing demand from central banks expected [5] - The future trajectory of gold prices hinges on whether central banks will continue to purchase gold and the sustained demand from the market [5]