Group 1: Gold Market Insights - Spot gold prices reached approximately $4479.42 on December 24, with an intraday high of $4525, and are currently hovering around $4515 [1] - Analysts predict that gold prices may stabilize at a plateau after rapid increases, with forecasts for 2026 ranging from $4900 by Goldman Sachs to $5055 by JPMorgan, with a long-term target of $6000 by 2028 [19] Group 2: Silver Market Developments - Silver prices have reached a new historical high, with Shanghai silver futures rising over 5% to 18131 yuan, marking a nearly 150% increase year-to-date [2] - The National Investment UBS Silver Futures Securities Investment Fund announced a purchase limit of 100 yuan, citing constraints due to trading limits and regulatory requirements [4] - Analysts suggest that silver is breaking a 50-year "cup and handle" pattern, indicating a potential generational bull market driven by increasing industrial demand from sectors like photovoltaics and AI [6] Group 3: Economic Policy and Interest Rates - The Central Bank of Egypt (CBE) cut interest rates by 100 basis points to 20%, with a total reduction of 625 basis points this year, despite still having the highest real interest rates globally [7][9] - Egypt's inflation rate has significantly decreased from 24% in January to 12.3% in November [8]
中东再添乱,黄金牛市远未结束!
Sou Hu Cai Jing·2025-12-26 09:52