现货黄金涨破4000美元大关，国内金饰克价突破1160元

Core Viewpoint - The article discusses the recent surge in gold prices, with spot gold surpassing $4000 per ounce and a year-to-date increase of over 52%, driven by factors such as the U.S. government shutdown, expectations of multiple rate cuts by the Federal Reserve, and ongoing geopolitical conflicts [1][6]. Gold Price Trends - Spot gold reached $4000.025 per ounce, with a daily increase of 0.39% [2]. - COMEX gold also saw a rise, closing at $4019.9 per ounce, reflecting a similar daily increase of 0.39% [3]. - The highest price recorded for COMEX gold was $4020.9 per ounce [3]. Market Predictions - Goldman Sachs raised its gold price forecast for December 2026 to $4900 per ounce, up from a previous estimate of $4300 [6]. - UBS predicts a bullish trend in the gold market, forecasting a price of $4200 per ounce by mid-2026, citing factors like a weaker dollar and increased central bank purchases [6]. Central Bank Activities - The People's Bank of China (PBOC) has increased its gold reserves for the 11th consecutive month, with a total of 74.06 million ounces as of the end of September, reflecting a month-on-month increase of 40,000 ounces [9][11]. - The pace of gold reserve increases has slowed, with September's addition being the lowest since November 2024, indicating a balance between optimizing reserve structure and controlling acquisition costs [11]. Investment Recommendations - Experts suggest that gold should be viewed as a long-term investment and a hedge against inflation, with a recommended allocation of 5% to 10% in balanced investment portfolios [7][6]. - The article emphasizes the importance of gold in diversifying international reserves and enhancing the credibility of sovereign currencies, particularly in the context of ongoing geopolitical uncertainties [12].