黄金站上4600美元再创新高，有外资最高看至6000美元

Group 1 - COMEX gold futures prices surged, reaching a high of $4612 per ounce, marking a new historical peak after two weeks [1][2] - COMEX silver prices also increased, reported at $83.9 per ounce, with a daily rise of 5.7% [3] - Domestic precious metal futures continued to rise, with Shanghai gold futures up approximately 3% at 1031 yuan per gram, and Shanghai silver futures up 12% at 20614 yuan per kilogram [3] Group 2 - Geopolitical tensions are escalating, driving up safe-haven demand for precious metals, while expectations for further interest rate cuts by the Federal Reserve have also increased following U.S. employment data [3] - China's central bank has been increasing its gold reserves for 14 consecutive months, currently holding 7.415 million ounces (approximately 2306.323 tons), which is expected to support gold prices [3] - Goldman Sachs predicts gold prices could reach $4900 per ounce by the end of 2026, while JPMorgan has raised its forecast to $5000 per ounce by Q4 2026, with a long-term outlook of $6000 per ounce [4] Group 3 - The global central banks are adjusting their reserve structures, reducing reliance on U.S. dollar assets and viewing gold as a core tool to hedge against sovereign currency credit risks [4] - The World Gold Council reports that gold is expected to perform well in 2025, with potential price increases of 15% to 30% in 2026 based on current levels [4] - Morgan Stanley maintains its average silver price forecast at $40.1 per ounce for 2026, while Bank of America has a more optimistic outlook, predicting silver prices could peak between $135 and $309 per ounce [5]