黄金现货上摸4525.83美元/盎司

Core Viewpoint - Gold prices have reached new heights, with international gold prices surpassing $4500 per ounce, driven by geopolitical tensions and expectations of interest rate cuts by the Federal Reserve [1][2][3] Group 1: Gold Price Trends - On December 23 and 24, international gold prices broke through $4500 per ounce, reaching a peak of $4525.83 per ounce in London and $4555.1 per ounce in COMEX [1] - The domestic gold T+D reached a high of 1016.72 yuan per gram [1] - The overall logic supporting precious metal prices remains unchanged, primarily influenced by geopolitical tensions and expectations of future monetary policy [3] Group 2: Geopolitical Influences - The worsening situation in Venezuela, including the U.S. seizure of oil tankers, has been a significant driver for the recent rise in gold prices [2] - Continued attacks on Russian energy facilities in Ukraine have also contributed to the upward trend in precious metals [2] Group 3: Macroeconomic Factors - Weak U.S. non-farm employment growth and lower-than-expected inflation data have reinforced expectations for interest rate cuts by the Federal Reserve in 2026 [2] - The U.S. dollar index has declined from around 100 to approximately 98, with a cumulative drop of over 10% this year, providing support for dollar-denominated precious metals [2] Group 4: Long-term Outlook - The fundamental logic supporting the gold bull market remains intact, with expectations of continued monetary easing and a trend towards de-dollarization [5] - The market's focus has shifted from tariff negotiations to interest rate cuts, with the potential for increased inflation if the independence of the Federal Reserve is compromised [4]