格隆汇1月26日｜现货黄金涨1.52%，升破5060美元/盎司，续创历史新高。 （责任编辑：宋政 HN002） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com ...

美国东部时间1月25日傍晚，纽约商品交易所2月黄金期货价格在电子盘交易中突破每盎司5000美元的历 史性关口。 现货白银盘初再创新高，现报103.85美元/盎司。 截至2025年12月末，我国黄金储备为7415万盎司，当月增持3万盎司。值得注意的是，这已是央行自 2024年11月以来，连续第14个月增持黄金。 高盛在最新报告中，将黄金今年底目标价从每盎司4900美元上调至5400美元，理由是私人部门投资者和 中央银行对黄金的需求不断增长。高盛分析师预计，各国央行今年每月将购买60吨黄金，同时随着美联 储降息，黄金ETF的持有量也将增加。各国央行已开始通过传统的ETF，与私人部门投资者争夺有限的 黄金。 赵欢则认为，黄金短期存在技术性回调风险，但中长期来看，地缘政治风险持续、央行购金行为不变、 美联储降息周期未结束，黄金价格仍有一定上涨空间。毕竟黄金作为资产配置的重要组成部分，可以应 对全球不确定性。 （来源：羊城晚报综合央视新闻、智通财经、21世纪经济报） 独立财经评论员赵欢分析，各国央行的战略性资产配置需求是本轮黄金上涨的核心支撑。此外，美联储 处在降息周期，意味着持有美元资产的吸引力下降，而黄金作为"无利 ...

上证报中国证券网讯 据Choice数据，1月26日，国际现货黄金价格上行，截至8:40报5050.06美元/盎司， 日内涨超1%，续创历史新高。 据Choice数据，1月26日，国际现货黄金价格上行，截至8:40报5050.06美元/盎司，日内涨超1%，续创历 史新高。 ...

Group 1 - International gold prices surged, breaking the $5000 per ounce mark, with spot gold rising by 1.1% to $5043.093 per ounce and COMEX gold increasing by 1.13% to $5035.9 per ounce [1][2] - Silver prices also saw significant increases, with spot silver up over 2% and COMEX silver rising over 3% [1][2] Group 2 - The U.S. Navy's Abraham Lincoln carrier strike group has arrived in the Middle East, conducting operations within the U.S. Central Command area, while the U.S. Air Force is set to begin several days of readiness exercises in the region [2] - Iranian military forces have entered a state of full alert in response to current military deployments by adversaries, with intentions to retaliate strongly if provoked, targeting interests from the Strait of Hormuz to U.S. assets in the region [2] - Israel's military is preparing for potential chain reactions following possible U.S. military actions against Iran, having entered a heightened state of readiness due to escalating regional tensions [3] Group 3 - Goldman Sachs has raised its year-end gold price forecast from $4900 to $5400 per ounce, citing increasing demand from private investors and central banks, with expectations of 60 tons of gold purchases monthly by central banks [3] - The report from Huaxi Securities predicts a gold price increase of 10% to 35% by 2026, while Jefferies Group has set a bold target of $6600 per ounce for gold [3]

现货 黄金上涨超1%，最高一度升至每盎司5041.46美元，续创历史新高。 ...

Core Viewpoint - The global financial market witnessed a historic milestone as spot gold prices surpassed $5000 per ounce for the first time on January 26, 2026, driven by strategic asset allocation by central banks and a declining attractiveness of dollar assets due to the Federal Reserve's interest rate cuts [1][2]. Group 1: Gold Price Surge - Spot gold prices reached a high of $5020.440 per ounce, reflecting a 0.78% increase from previous levels [2]. - The surge in gold prices is primarily supported by central banks' strategic asset allocation needs, as the attractiveness of holding dollar assets diminishes during the Fed's rate-cutting cycle [2][3]. Group 2: Central Bank Gold Purchases - Global central banks are entering a new gold-buying spree, with China's gold reserves reported at 74.15 million ounces as of December 2025, marking the 14th consecutive month of increases [3]. - This trend is expected to instill long-term confidence in the market as central banks continue to bolster their gold reserves [3]. Group 3: Economic and Geopolitical Factors - Strong expectations for Fed rate cuts persist, with Goldman Sachs predicting a potential cut exceeding market expectations due to deteriorating employment conditions and rising unemployment rates [4]. - Geopolitical risks, including tensions surrounding Greenland and the situation in Iran, are contributing to increased demand for gold as a safe-haven asset [4][5]. Group 4: Future Outlook - Goldman Sachs has raised its year-end gold price target from $4900 to $5400 per ounce, citing growing demand from both private investors and central banks [4]. - The market anticipates that central banks will purchase approximately 60 tons of gold monthly, with increased holdings in gold ETFs as a result of the Fed's rate cuts [4]. Group 5: Investment Risks and Opportunities - While there may be short-term technical pullback risks for gold prices, the long-term outlook remains positive due to ongoing geopolitical risks, central bank purchasing behavior, and the continuation of the Fed's rate-cutting cycle [5][6]. - Analysts suggest that the price of gold could increase between 10% and 35% in 2026, with some forecasts reaching as high as $6600 per ounce [7].

记者丨李益文,毕凤至 | < W | 伦敦金现 | | | | | O | | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | | 5020 284 F-5 4981.309 品量 | | | | | 0 | | +38.975 +0.78% 开盘 | 4988.170 现手 | | | | | 0 | | 最高价 | 5020.440 持 仓 0 | | | 外 盘 | | 0 | | 最低价 | 4988.170 0 | 壇 仓 | | 内 盘 | | O | | 关时 | 五日 日K | | 周Ｋ 月Ｋ | | 更多 ◎ | | | 叠加 | | | | 均价:0.000 | | | | 5020.440 | | | | | 0.79% 卖一 5020.824 | | | | | | | | 头一 5020.284 | | | | | | | | 7:01 5020.060 7:01 5019.780 | 0 0 | | 4981.309 | | | | 0.00% | 7:01 5020.120 | ...

现货 黄金突破5020美元/盎司，日内涨0.68%。 ...

记者丨李益文,毕凤至 编辑丨叶映橙 设计丨李基礼 2026年伊始，全球金融市场见证了一项历史性纪录的诞生。1月26日，现货黄金价格冲高，首次突破5000美元/盎司的关键心理整数关口。 对于本轮黄金价格的大幅上涨，独立财经评论员赵欢向21快讯记者分析， 各国央行的战略性资产配置需求是本轮黄金上涨的核心支撑 。此 外，美联储处在降息周期，意味着持有美元资产的吸引力下降，而黄金作为"无利息资产"的机会成本变低。 事实上，当前全球央行正在掀起新一轮购金热潮。中国人民银行官方储备资产数据显示，截至2025年12月末， 我国黄金储备为7415万盎司， 当月增持3万盎司。 值得注意的是，这已是央行自2024年11月以来，连续第14个月增持黄金。这一趋势也为市场注入了长期信心。 当前市场对美联储的降息预期依旧强劲。高盛曾预计，受美国就业市场持续恶化、失业率上升、薪资增速放缓及企业对经济前景悲观等因素影 响，美联储2026年降息幅度可能超过市场普遍预期，经济所需宽松力度高于当前定价。 华西证券最新研报预测，2026年金价涨幅或介于10%—35%区间，而杰富瑞集团更是喊出6600美元/盎司的惊人目标。 高盛在最新报告中，将黄金今 ...

Core Viewpoint - The performance forecasts for 2025 from companies like Zhaojin Gold and Hunan Gold indicate significant profit increases due to rising gold prices, while these companies continue to acquire gold mining assets [1][2][3]. Group 1: Company Performance Forecasts - Zhaojin Gold expects a net profit of 122 million to 182 million yuan for 2025, turning a profit due to increased production and rising gold prices [2]. - Hunan Gold anticipates a net profit of approximately 1.27 billion to 1.608 billion yuan for 2025, representing a year-on-year growth of 50% to 90% driven by higher sales prices of gold, antimony, and tungsten products [2]. - Chifeng Gold forecasts a net profit of 3 billion to 3.2 billion yuan for 2025, reflecting a year-on-year increase of 70% to 81% due to a rise in gold production and sales prices [2]. - Zijin Mining predicts a net profit of 51 billion to 52 billion yuan for 2025, with a year-on-year growth of 59% to 62%, supported by increased production and sales prices of gold, copper, and silver [3]. Group 2: Asset Acquisitions - Hunan Gold announced plans to acquire 100% equity of Huangtian Yue and Zhongnan Smelting through a share issuance, aiming to enhance resource reserves and control over quality assets [3][4]. - Luoyang Molybdenum disclosed the completion of the acquisition of gold mining projects in Brazil, which includes 5.013 million ounces of gold resources, expected to contribute significantly to production and profits [5]. - The acquisition strategy of companies focuses on projects that are either in production or about to commence, particularly in regions like Africa and Central Asia [6][7]. Group 3: Market Reactions and Investor Interest - The rising gold prices have led to increased institutional interest in gold mining companies, with a focus on acquisition strategies and the quality of gold mines [6]. - Companies like Sichuan Gold have reported stock price volatility, confirming that their operational conditions remain normal and there are no significant changes in the external business environment [7].