Investor interest in gold has stayed strong, with increasing numbers of first-time buyers, despite record-high prices for the precious metal that topped $4,000 an ounce on Tuesday. ...

As the government shutdown stretches for a seventh day, gold prices just crossed the $4,000 mark for the first time ever. The safe-haven commodity has been stringing record highs amid political uncertainty, so now is a good opportunity to check with mining giants Agnico Eagle Mines Ltd (NYSE:AEM) and Newmont Corporation (NYSE:NEM).AEM is down 2.3% to trade at $166.51 at last glance, taking a breather from yesterday's record high of $172.15. The stock is fresh off a seventh consecutive weekly gain amid long- ...

Group 1 - The core viewpoint of the article highlights the significant rise in gold prices, indicating a bullish market trend and presenting investment opportunities [1][2][3] - International gold prices have recently surpassed $3920 per ounce, with fluctuations observed on October 7, where the opening price was $3887.25, reaching a high of $3924.39 and a low of $3883.05, closing at $3920.54 [2][3] - The domestic gold prices have also increased, with brands like Chow Tai Fook and Chao Hong Ji reaching 1139 yuan per gram, while Cai Bai Jewelry is at 1088 yuan per gram, reflecting brand premiums and processing costs [6][4] Group 2 - The investment enthusiasm in the gold market has surged, with a monthly increase exceeding 10%, driven by the appeal of gold as a safe-haven asset amid global financial instability [7][11] - Analysts predict that the Federal Reserve's interest rate cut cycle may extend, leading to increased capital inflow into the gold market, potentially pushing international gold prices to $3900 by year-end and even $4400 next year [7][11] - For investors, it is recommended to monitor short-term market fluctuations and consider a phased buying strategy to mitigate risks associated with price volatility [9][11]

Group 1 - Gold prices have surged, with spot gold reaching a historic high of $3980 per ounce and New York gold futures surpassing $4000, both up over 50% year-to-date [1][8] - Domestic gold jewelry prices are also hitting record highs, with major brands like Chow Tai Fook and Chow Sang Sang seeing prices exceed 1150 RMB per gram [3][4] - The increase in gold prices has not dampened consumer enthusiasm; instead, it has led to a surge in demand, particularly during the recent holiday period [5][6] Group 2 - High foot traffic was reported in major shopping districts, with consumers showing strong purchasing power, spending from thousands to tens of thousands of RMB on gold jewelry [5][6] - The market for traditional wedding gold items remains strong, with new trends emerging such as 5D gold crafts gaining popularity among younger consumers [6][7] - Goldman Sachs has raised its gold price forecast for December 2026 to $4900 per ounce, citing increased demand from central banks and individual investors as key drivers [7][8]

Core Insights - Gold prices have been on a continuous rise, with spot gold surpassing $3,900 per ounce on October 6 and reaching $3,977.45 per ounce on October 7, while COMEX gold futures touched $4,000 per ounce, marking new historical highs [1] - Year-to-date, gold has increased by 49%, with a 27% rise in 2024, driven by strong central bank purchases, growing demand for gold ETFs, a weakening dollar, and retail investors seeking hedges amid trade and geopolitical tensions [1] - The recent support for gold's upward trend came after the Federal Reserve cut interest rates by 25 basis points and indicated a steady reduction in borrowing costs for the remainder of the year, with market expectations for further rate cuts in October and December at 95% and 83%, respectively [1] Investment Strategies - With gold prices reaching historical highs, interest in gold and related financial investments is increasing, with experts recommending tracking physical gold prices through exchange-traded funds (ETFs) as part of a diversified investment portfolio rather than direct purchases of coins or bars [4] - Sameer Samana from Wells Fargo Investment Institute suggests that during extreme stress periods, gold stocks tend to underperform, making gold-backed ETFs a better investment option compared to gold-related stocks and mining shares [4] - Blair duQuesnay from Ritholtz Wealth Management highlights that the transaction costs for physical gold, including bars and coins, are higher and storage issues must be considered, while gold mining stocks are less correlated with gold prices and more tied to business fundamentals [4] - Despite the strong growth in gold prices, financial advisors generally recommend limiting gold investments to 3% of an overall investment portfolio [4]

这事儿其实给咱们所有人都敲了个警钟。干财经这么多年，我见多了这种"表面红火，内里藏雷"的情况。金价涨是大趋势，背后有央行购金、避险需求这些 实打实的支撑，中长期看有它的价值。但这不代表产业链上每个环节都能赚钱，更不意味着随便哪种玩法都能跟风。那些脱离实物交易、靠高杠杆投机的路 子，就算短期能赚点快钱，早晚得栽跟头。 对咱们普通投资者来说更是这样，别光看见金价涨就脑子发热。真想配置黄金，要么选正规的金条金币，要么买黄金ETF，这些都是跟黄金本身价值挂钩 的。至于那些听着就玄乎的"锁价对赌""杠杆炒金"，千万别碰，你以为是在抓机会，其实是在踩陷阱。 所以说，金价猛涨和料商跑路看着矛盾，其实是两码事。一个是全球经济大环境下的价值回归，一个是少数人违规投机的必然结果。看懂这层区别，才算真 懂了当下的黄金市场。我是帮主郑重，跟大伙儿聊点实在的投资门道，下次咱们接着扒那些市场里的"障眼法"。 作为干了20年财经记者、又专注中长线投资的人，我得跟大伙儿掰扯掰扯这里面的门道。先说说金价为啥涨得这么猛，这可不是瞎涨的。一方面是全球央行 都在疯狂囤金，2024年全球央行净购金量都破1000吨了，中国央行去年也增持了182吨，大家 ...

北京时间10月7日晚间，现货黄金拉升，涨破3980美元关口，创历史新高。纽约期金再度站上4000美元/盎司，日内涨0.61%。 值得注意的是，黄金储备方面，央行连续第11个月增持黄金。7日，央行公布数据显示，9月末黄金储备报7406万盎司，环比增加4万盎司。 | 项目 Item | 2025.01 | | 2025.02 | | 2025.03 | | 2025.04 | | 2025.05 | | 2025.06 | | 2025.07 | | 2025.08 | | 2025.09 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 亿元 | 4750R | 亿美元 | (ZSDR | 亿美元 | 775DR | 亿美元 | (ZSOR | 亿美元 | (ZSDR | 亿美元 | (ZSOR | 亿美元 | (ZSDR | 亿元元 | IZASOR | 亿元 | IZSOR | | | 100million | ...

Group 1: Gold Market Insights - The price of gold has reached new highs, and there is a potential for a 70% increase under extreme conditions, driven by geopolitical risks and central bank policies [4][7]. - Global central banks have increased their gold reserves, surpassing U.S. Treasury holdings for the first time since 1996, with reserves valued at $4.5 trillion [6]. - The recent trend of significant ETF purchases of gold is expected to continue, especially with the Federal Reserve's anticipated interest rate cuts [5][7]. Group 2: U.S. Economic Outlook - The Federal Reserve is expected to implement one more rate cut this year, with the federal funds rate projected to be in the range of 3.75% to 4% [9]. - The U.S. economy is viewed optimistically, with resilient consumer spending and a projected core CPI of around 3% by year-end [9]. - Historical data suggests that U.S. stocks have a 100% probability of rising in the 12 months following the initiation of rate cuts [9]. Group 3: Emerging Markets and China - Emerging markets, including China, are expected to benefit from the Fed's rate cuts, as the pressure from dollar-denominated debt and currency appreciation will ease [10]. - The Chinese stock market is anticipated to experience a structural bull market, particularly in technology, materials, and healthcare sectors, while traditional sectors like banking and real estate may underperform [13]. - Foreign capital is projected to start flowing back into Chinese markets by the end of 2024, driven by favorable conditions in emerging markets and the correlation between Chinese and U.S. tech stocks [14]. Group 4: Technology Sector and AI - The technology sector in the U.S. is expected to continue its growth, with significant investments in AI leading to increased productivity [11]. - The current valuation of Chinese tech stocks is considered high, but there is optimism about their potential if technological challenges are addressed [11][12]. - The development of AI in China is progressing rapidly, with notable advancements in various sectors, although challenges remain in certain areas like semiconductor manufacturing [11].

在投资的世界里，有一种资产，它不靠企业盈利，也不受市场风口驱动，却一直被全球富豪和专业投资 者视为"硬通货"。 那就是——黄金。 很多人把黄金当作收藏品，甚至觉得它只是贵金属，没有实际收益。 但真正懂投资的人知道：黄金价格的波动，往往比股市、楼市更直接地反映经济状况，它是经济的晴雨 表。 黄金价格上涨，意味着经济风险增加 当国际金价持续上涨，通常伴随以下现象： 1. 通货膨胀加剧 纸币贬值，购买力下降，人们对货币失去信心，于是纷纷买入黄金保值。 2. 金融市场动荡 股市、债市不稳，投资者寻求避险资产，黄金因此受益。 3. 地缘政治紧张 战争、制裁、国际冲突等事件，会引发全球经济不确定性，黄金作为全球公认的避险资产，需求 上升，价格上涨。 也就是说，当金价上涨时，经济大环境可能存在风险信号。 投资者更愿意投入股市、房地产等高风险资产，黄金需求下降。 2. 货币信心恢复 通货膨胀得到控制，货币购买力稳定，投资者对纸币信心增强。 3. 全球政治风险下降 国际局势平稳，金融市场流动性充足，黄金失去避险优势。 聪明的投资者会观察这一点，提前调整投资策略，比如降低高风险资产的比例，增加黄金、债券等稳健 配置。 黄金价格下 ...

周生生足金饰品今天标价1157元/克，比昨天涨了16块。一条50克的项链，一夜之间贵出800元。 国内主流品牌今天全线跟涨：周大福、六福、潮宏基统一挂到1155元，老庙和老凤祥略低一点，1151 元。对比昨天周生生1141元的报价，单日涨幅1.4%。这不只是年内新高，也是国内金饰价格的历史峰 值。 这波涨势来得又快又猛。有做珠宝批发的朋友说，今早部分门店干脆暂停大额金条销售，怕价格继续往 上冲，库存扛不住。连商家都措手不及，更别说普通消费者。 国际金价是导火索。纽约商品交易所的黄金期货突破4000美元/盎司，史上头一回。按汇率和税费折 算，光原料成本就逼近580元/克，国内足金饰品卖到1150元以上，溢价接近一倍。品牌溢价、加工费、 消费税，一层层叠上去，最后落到消费者头上。 第三，央行还在买。世界黄金协会最新报告显示，2025年前三季度，全球官方黄金储备净增867吨，新 兴市场央行占了七成以上。中国央行已连续18个月增持黄金，虽然没公布具体数字，但外汇储备里的黄 金占比确实在稳步上升。 这不是短期炒作。结构性资金在长期配置，金价的支撑比过去更硬。 但对普通人来说，账算得越来越疼。2020年这时候，足金才40 ...