光大新鸿基晨会纪要-20250924

Core Insights - The report highlights that spot gold prices have reached new highs, indicating a strong demand for gold as a safe-haven asset amid economic uncertainties [1] Group 1: Market Trends - Spot gold prices have increased significantly, reflecting a rise of approximately 1.5% in the last week alone [1] - The ongoing geopolitical tensions and inflation concerns are driving investors towards gold, further pushing prices upward [1] Group 2: Economic Indicators - The report notes that the U.S. dollar's weakness has contributed to the rise in gold prices, as a weaker dollar makes gold cheaper for foreign investors [1] - Additionally, the report mentions that central banks around the world are increasing their gold reserves, which is a bullish indicator for the gold market [1]