全球“货币贬值交易”，期金抢先突破4000美元大关！

Group 1 - The core viewpoint of the article highlights the continuous rise in gold prices, with COMEX gold surpassing $4000 per ounce and London spot gold reaching $3974 per ounce, indicating a "bullish frenzy" in the market [2][3] Group 2 - A significant factor influencing gold prices is the U.S. government shutdown, which has led to increased market uncertainty and a rise in demand for safe-haven assets like gold. This political deadlock has caused investors to increase their holdings in physical gold and gold ETFs to hedge against potential market volatility [5] - The U.S. dollar has faced pressure due to the government shutdown, which has weakened investor confidence in U.S. fiscal stability. Consequently, gold has performed well against major currencies, reinforcing its global safe-haven status [5] Group 3 - Another driving factor is the shift in Federal Reserve policy. The Fed's announcement of interest rate cuts marks the end of a two-year tightening cycle, with expectations for further cuts in October exceeding 80%. This change in interest rate expectations has a strong positive impact on gold prices, as lower real interest rates reduce the opportunity cost of holding gold [6] - The government shutdown has also disrupted the release of key economic data, leaving the Fed without crucial economic indicators, which may lead to a more cautious approach in monetary policy [6] Group 4 - Geopolitical factors are also supporting safe-haven demand for gold, with ongoing tensions in the Middle East and currency fluctuations in parts of Asia. Central banks are increasingly purchasing gold to diversify their reserves away from U.S. dollar assets [7] - Silver has also seen a price increase, influenced by gold's performance, with analysts suggesting that silver may have further upside potential given its dual role as an industrial and store of value asset [7]