黄金，继续大涨

Group 1: Gold Market Insights - The price of gold has surged, with London spot gold rising nearly $40 to reach a historic high of $3680 per ounce, while COMEX gold also increased by nearly 1% to a record $3720 per ounce [1][3] - The expectation of a Federal Reserve rate cut has led traders to increase their bets on gold as a safe-haven asset, with gold's cumulative increase exceeding 40% this year due to geopolitical tensions and central bank purchases [5][6] - Goldman Sachs has indicated that if 1% of U.S. Treasury holdings by the private sector flows into gold, prices could potentially rise to $5000 per ounce [5] Group 2: Commodity Market Trends - Base metals, particularly copper, have also seen significant price increases, with copper surpassing $10190 per ton, marking a new high since June of the previous year [3][6] - The demand for copper is expected to rise due to its essential role in construction, power supply, and AI data centers, as well as its increasing use in military applications [6] - A major merger proposal between Anglo American and Teck Resources, valued at $53 billion, is anticipated to create one of the top five copper producers globally, highlighting the growing interest in copper mining [6]