全球股市集体反弹，黄金突破4200

Group 1 - The Federal Reserve's dovish stance is leading to a new round of dollar weakness, paving the way for gold-centered hedging strategies [2] - Despite concerns over an AI bubble, there is a recommendation to buy stocks and increase gold holdings as a safeguard against potential market realities [2] - Asian and European stock markets are experiencing upward trends, with the European Stoxx 50 index rising by 1.27% and the German DAX index increasing by 0.2% [3] Group 2 - The French CAC40 index saw a daily increase of 2%, with the Prime Minister aiming to keep the fiscal deficit below 5% by 2026 [4] - The luxury goods sector in Europe is performing well, with LVMH shares surging by 13% due to unexpected revenue growth in Q3 [5] - The Shanghai Composite Index rose by 1.22%, returning to the 3900-point mark, while the Hang Seng Index increased by 1.83% [7] Group 3 - In the pre-market, ASML shares rose by 3.5% with Q3 orders reaching €5.4 billion, exceeding expectations, and net sales at €7.52 billion [8] - Spot gold prices surpassed $4200 per ounce, increasing nearly 1.4% due to expectations of two more rate cuts by the Federal Reserve and rising risk aversion following recent trade comments [9] - Spot silver prices increased by over 2%, driven by liquidity issues in the London market, leading to a global chase for silver [11]