特朗普发“新冷战”纸黄金震荡待变

Group 1 - The current competition in artificial intelligence is drawing the United States into a "new cold war" over global dominance, with critical minerals becoming a central battleground [2] - The Trump administration has launched the "Project Vault" reserve plan aimed at securing key elements for national security, highlighting the geopolitical tensions surrounding mineral reserves in regions like Venezuela and Greenland [2] - Experts from Wells Fargo emphasize that AI is a competition that the West must win, as technological superiority directly influences global leadership [2] Group 2 - The struggle for critical minerals is reshaping geopolitical dynamics and investment logic, with Morgan Stanley projecting gold prices to reach $6,300 by the end of the year [3] - The price of paper gold in China is currently around 1,116 RMB per gram, reflecting a rebound trend, with technical indicators suggesting a short-term bullish momentum [4] - Global central bank gold purchases and geopolitical risk aversion are supporting a medium to long-term bullish trend for gold, despite short-term resistance at the $5,000 mark [4]