又爆了！黄金、原油大涨

Group 1 - Spot gold opened strong, reaching a historical high of $3920.77 per ounce, with a year-to-date increase of 49% [3] - COMEX gold also surged, hitting a peak of $3945.2 per ounce, marking a new record [4][5] - The U.S. government shutdown has intensified uncertainty, contributing to rising expectations for interest rate cuts, which is driving demand for gold [6] Group 2 - The World Gold Council reported a significant inflow of $136 million into gold ETFs over the past four weeks, with total inflows exceeding $60 billion for the year, a record high [6] - Analysts predict that gold prices may continue to rise, with major banks forecasting potential prices of $4000 to $5000 per ounce [6] - The Federal Reserve is expected to cut interest rates, with a 95% probability of a cut in October and a 99% probability in December [7] Group 3 - International oil prices have risen over 1%, with WTI crude reaching $61.85 per barrel [8] - OPEC+ is expected to confirm an increase in oil production by at least 137,000 barrels per day in November, following the abandonment of previous production cuts [10] - Macquarie Group forecasts that if the supply surplus continues, Brent crude prices could drop to the $50 per barrel range in the coming quarters [11]