Group 1 - The core viewpoint of the articles highlights the ongoing geopolitical tensions and their impact on gold prices, with a notable increase in market sentiment towards gold as a hedge against policy risks [2][3] - Goldman Sachs has raised its gold price target for December 2026 from $4,900 to $5,400 per ounce, indicating a more than 10% increase, driven by limited selling willingness and expectations of rising gold ETF holdings due to potential Fed rate cuts [2] - The current market anticipates at least two rate cuts by the Federal Reserve this year, which is expected to support gold prices, despite short-term pressures from rising U.S. Treasury yields [3] Group 2 - Recent trends show a significant reduction in U.S. debt holdings by major funds, such as Sweden's Alecta and Denmark's academic pension fund, indicating a shift away from dollar assets towards alternatives like gold [2] - The industrial metals market has seen a rise, reflecting increased capital expenditure in sectors like AI and energy storage, which may further drive demand for precious metals [3] - Technical analysis suggests that gold prices are currently in a strong bullish zone, with key support around $1,882 per ounce and potential targets reaching $5,365 per ounce if prices stabilize above the 5-day moving average [4]
国际规则“弹性化”与“卖出美元” 共铸黄金闪耀时刻
Jin Tou Wang·2026-01-25 00:12