机构重申金价6000美元目标

Core Viewpoint - The article discusses the recent decline of the US dollar and the subsequent rise in gold prices, highlighting the market's concerns regarding the dollar's future and the impact of geopolitical events and monetary policy on asset prices [3][4]. Group 1: US Dollar Weakness - The US dollar index has fallen below the 97 mark, reaching its lowest level since February 2022, influenced by the results of the Japanese parliamentary elections and reports of potential US Treasury asset sell-offs [3][4]. - The market sentiment is shifting towards a trend of "selling US assets," which is a significant concern for traders this year [4]. - Since President Trump took office, the dollar index has dropped over 10%, driven by factors such as interest rate cuts by the Federal Reserve, deteriorating fiscal credibility, and ongoing political risks [5]. Group 2: Gold Price Surge - Gold futures have rebounded strongly, surpassing the $5000 and $5100 levels, supported by the dollar's decline and increasing global uncertainty [6][7]. - Despite a significant drop in January, the prevailing view is that the sell-off in precious metals was more of a technical adjustment rather than a fundamental shift [7]. - Deutsche Bank analysts maintain a long-term gold price target of $6000 per ounce, citing strong demand from investors, particularly from China, as a key driver for precious metal investments [8]. - UBS has raised its gold price target for the first three quarters of the year to $6200 per ounce, driven by stronger-than-expected demand primarily from investment rather than central bank purchases [8].