特朗普演讲冲击秩序黄金避险凸显

Group 1 - The core viewpoint of the news highlights the ongoing decline in gold prices, with the latest quote at 1074.54 yuan per gram, down 6.97 yuan or 0.64% from the previous trading day, indicating a weak fluctuation in the market [1] - The opening price for the day was reported at 1081.70 yuan per gram, with a daily high of 1082.01 yuan and a low of 1068.41 yuan, reflecting the volatility in gold trading [1] Group 2 - Trump's speech at the Davos Forum starkly contrasts with the forum's advocacy for "woke capitalism," emphasizing protectionism and skepticism towards multilateral organizations, which could undermine the post-World War II international order [2] - The potential collapse of this order is linked to the disconnect between institutions like the IMF and World Bank and the rise of emerging economies, as well as stagnation in global trade agreements [2] - The fragmentation of geopolitical landscapes and the absence of rules are expected to increase "risk premiums," leading central banks to reduce holdings in U.S. Treasuries while increasing investments in gold and other non-U.S. assets, enhancing gold's role as a "ultimate insurance" in the transition period [2] Group 3 - Recent fluctuations in gold prices are attributed to a temporary easing of risk aversion, with prices dropping to around 4756 USD per ounce, which is seen as a normal correction within an overall upward trend [3] - The driving forces behind the recent price increase include geopolitical tensions and trade policy threats, particularly between the U.S. and the EU, with signs of easing tensions prompting profit-taking and subsequent price corrections [3] - The recent price drop, while exceeding 100 USD, represents only a 2% decline from a high base of 4800 USD, indicating a reasonable technical correction rather than a trend reversal, suggesting a continuation of the upward trend [3]