刚刚，集体大涨！外围突传重磅消息！

Core Viewpoint - The article highlights the significant rise in gold prices driven by geopolitical instability, with spot gold reaching a historic high of $4800 per ounce, marking a monthly increase of over 10% [2][3]. Group 1: Gold Price Surge - Spot gold has surged to $4800 per ounce, marking a near 0.8% daily increase and over 10% monthly growth [2]. - The Polish central bank has approved a plan to purchase up to 150 tons of gold, increasing its reserves to 700 tons, positioning Poland among the top ten countries globally in gold reserves [3]. - The value of Russia's gold reserves has increased by over $216 billion since the onset of the Russia-Ukraine conflict in February 2022, highlighting gold's role in maintaining financial stability amid sanctions [5]. Group 2: Market Reactions - The stock and ETF markets have reacted positively to rising gold prices, with significant gains in gold-related stocks in both A-shares and Hong Kong markets [3]. - Major gold ETFs have seen increases close to 3%, reflecting strong investor interest in gold as a safe-haven asset [3]. Group 3: Central Bank Trends - A survey by the World Gold Council indicates that 95% of central banks expect to increase their gold reserves over the next 12 months, signaling a continued trend of gold accumulation as a strategic asset [4]. - The Polish central bank's decision to increase gold holdings is part of a broader strategy to diversify assets and reduce reliance on currencies like the US dollar [5]. Group 4: Future Price Predictions - Analysts predict that gold prices may continue to rise, with UBS suggesting a potential target of $5000 per ounce in the near term due to increased demand for diversification amid macroeconomic uncertainties [6]. - Major financial institutions have optimistic forecasts for gold prices, with estimates ranging from $4150 to $4900 per ounce for 2026 [5][6].