Core Viewpoint - The recent surge in gold prices is primarily driven by expectations of interest rate cuts by the Federal Reserve in 2026 and escalating geopolitical tensions [3]. Group 1: Current Market Situation - As of the latest report, spot gold has risen by 1.59%, reaching $4,400.53 per ounce, while COMEX gold futures increased by 1.55% [1]. - The military actions by the U.S. against Venezuela have temporarily ceased, which may limit short-term impacts on gold prices [3]. Group 2: Influencing Factors - The anticipated rebalancing of the Bloomberg Commodity Index from January 8 to 14 could lead to technical selling by passive funds, with expected futures sell-offs accounting for 9% of silver and 3% of gold total holdings [3]. - The U.S. non-farm payroll data and unemployment rate report on January 9 are expected to significantly influence gold prices [3]. Group 3: Medium to Long-term Outlook - Increased military engagement by the U.S. in Venezuela could lead to a temporary escalation in geopolitical tensions, supporting both gold and oil prices [4]. - Long-term prospects for gold prices may be bolstered if the U.S. dollar declines or if the U.S. experiences a downturn [4]. - The potential gold resource in Venezuela is estimated at 3,500 tons, with a projected production of 31 tons in 2024, placing it in the mid-range of global gold production [4]. Group 4: Price Levels to Watch - Analysts suggest monitoring support levels for London gold prices around $4,150 to $4,250 per ounce and resistance levels near $4,450 to $4,550 per ounce [5].
现货黄金刚刚涨破4400美元关口
Sou Hu Cai Jing·2026-01-05 01:49