黄金白银双双创历史新高！伦敦金突破4700美元，白银暴涨33%，有色金属全线飙升

Group 1 - The global precious metals market continues to show strong performance, with gold and silver prices reaching historical highs, with gold surpassing $4700 per ounce and silver reaching $95.457 per ounce, reflecting increases of over 9% and 33% respectively since the beginning of the year [1] - The aluminum prices are also rising, with both Shanghai and London aluminum prices following the upward trend of precious metals, leading to increased discussions about the supply-demand dynamics in the metal sector [1] - The market's focus is on several dimensions, including the warming expectations of global monetary easing, a weakening dollar index supporting metal prices, and supply constraints in the domestic electrolytic aluminum industry [1] Group 2 - Zhongyou Securities believes that the long-term logic of gold replacing U.S. Treasuries for asset allocation remains valid, with continued inflows into ETFs likely to drive Western investors to buy gold, predicting that the gold market will likely continue into 2026 [2] - Guolian Minsheng Securities notes that rising geopolitical tensions are enhancing safe-haven sentiment for precious metals, with a clear upward trend in gold prices driven by central bank purchases and weakening dollar credibility [2] - China International Capital Corporation indicates that the supply-demand gap for electrolytic aluminum is widening, and with supportive fiscal and monetary policies globally, aluminum prices are expected to reach new highs [2]