多家机构预期2026年黄金价格或进一步上涨

Group 1 - Multiple international financial institutions predict a continued trend of using gold to hedge against risks associated with dollar-denominated assets, with gold prices expected to rise further by 2026 [1] - Schroders analyst Patrick Brenner highlights that the U.S. is facing "policy uncertainty, fiscal fragility, and increasing investor doubts about the long-term role of U.S. Treasury and the dollar," making gold a preferred choice for asset diversification due to its safe-haven properties and low correlation with traditional assets [1] - Goldman Sachs forecasts that gold prices will reach approximately $4,900 per ounce by the end of 2026, driven by strong structural demand from central bank purchases and cyclical support from potential Federal Reserve rate cuts [1] Group 2 - JPMorgan anticipates that gold prices could rise to $5,055 per ounce by Q4 2026, with potential further increases up to $6,000 per ounce, indicating a clear long-term trend of official reserves and investor allocations towards gold [1] - Forbes notes that global trade tensions initiated by the U.S., the rise of "de-dollarization" transactions to avoid dollar depreciation, increased demand for gold from private investors and cryptocurrency funds, along with ongoing central bank purchases, are significant drivers for the upward movement of gold prices [1] - The U.S. dollar index has declined by 9% since the beginning of 2025, potentially marking its worst annual performance in eight years, with expectations that the new Federal Reserve chair may adopt a dovish monetary policy stance, further weakening the dollar and reducing the attractiveness of dollar-denominated assets [2]