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黄金,还要涨?
大胡子说房·2025-06-04 11:40

Core Viewpoint - The recent volatility in gold prices is significant, with a notable drop from a peak of $3500 per ounce to around $3120 per ounce, indicating a potential short-term adjustment but a long-term bullish outlook for gold prices [3][6][18]. Price Movement - On May 15, gold prices experienced a sharp decline, with spot gold dropping to a low of $3120 per ounce, reflecting a daily decrease of nearly 1.8% [2][3]. - The price of gold has fallen approximately $400 per ounce in just two weeks, reversing gains made during a period of heightened tariffs [3][4]. Economic Factors Influencing Gold Prices - The rise in gold prices is attributed to global economic uncertainties, particularly those stemming from the U.S. [5]. - The current bullish trend in gold began in July 2022, with prices increasing from $1900 to $3100 per ounce, marking a 63% rise [6][10]. Key Drivers of Gold's Bull Market - Economic Recovery Post-Pandemic: The global economic recovery has been slower than expected, leading to increased demand for gold as a safe haven [10]. - Geopolitical Tensions: The escalation of conflicts, such as the Russia-Ukraine war and unrest in the Middle East, has heightened the appeal of gold as a protective asset [11]. - Central Bank Purchases: Central banks globally have been purchasing over 1000 tons of gold annually, with significant increases in reserves noted in countries like China and Russia [12][13]. Long-term Outlook - The decline in U.S. dollar credibility, exacerbated by recent credit rating downgrades, is expected to sustain gold's long-term bullish trend [13][14]. - The U.S. influence on global affairs is waning, contributing to a shift towards gold as a viable alternative asset [15]. Investment Recommendations - Gold is deemed an essential asset for portfolio diversification, with recommendations for investors to allocate a portion of their funds to gold for long-term holding [18][19]. - Historical trends indicate that significant corrections in gold prices often precede larger upward movements, reinforcing the case for long-term investment in gold [16][17].