今日，现货黄金涨1.44%站上3940美元/盎司，续创历史新高，日内涨超50美元，年内累涨超50%。 随着美国联邦政府关门的持续，金价再创历史新高，接近每盎司4000美元。 包括高盛集团在内的各大银行近期表达了对黄金进一步上涨的预期。 道富投资管理公司黄金策略主管Aakash Doshi在给客户的报告中写道："在当前'害怕错过'（FOMO）的环境下，金价突破每盎司4000美元可能只是'何 时'而非'是否'的问题。我们认为，金价在第四季度或2026年初突破4000美元/盎司的可能性为75%。" 他补充道："随着美联储重启降息周期，黄金可能通过两个关键渠道获得支撑：(1) 持有黄金作为非收益资产的机会成本降低；(2) 美国国债收益率曲线可 能进一步趋于陡峭化，这总体上应该会对美元产生负面影响。" 他表示，美元兑美国大多数主要贸易伙伴的汇率均有所下跌，并面临自上世纪70年代以来 最严重的年度跌幅。 高盛分析师Daan Struyven、Lina Thomas、Alexandra Paulus在近日发布的研报中表示，近期流入黄金ETF的资金规模远超模型预期，表明个人投资者将资 金从固收等传统资产转向黄金的趋势可能正在 ...

【#金饰克价涨至1141元#，#金饰每克价格一个月涨超70元#】10月6日，现货黄金继续走高，破3900美 元/盎司关口，并向上触及3920美元/盎司，再创历史新高。距离首次突破3800美元关口仅不到10天。 国内品牌金方面，多品牌首饰金报价升至1130元/克左右，周生生足金饰品标价达1141元/克，较前一月 （9月6日）1068元/克的价格上涨73元/克；老庙足金饰品价格报1138元/克，较前一月（9月6日）1062 元/克的价格上涨76元/克；周大福足金饰品价格报1139元/克，较前一月（9月6日）1060元/克的价格上 涨79元/克。#金价# @蓝鲸新闻 | | | 周生生 (how Sang Sang | | | | | --- | --- | --- | --- | --- | --- | | 周生生 PROMESSA | MINTYGREEN | EMPHASIS | MARCO BICEGO | 劳力士 | 帝舵表 | | | | | | | 最後更新时间: 2025-10-06 10:49:34 | | | | | | | 金价(人民币) | | 足金饰品(每克) | | 卖出 | | | ¥ ...

中金主要观点如下： 中金发布研报称，预计潼关黄金(00340)2025-2026年EPS分别为0.16港元、0.23港元，2024-2026CAGR为 121%。对应当前分别为17.3倍、11.6倍市盈率。该行首次覆盖潼关黄金给予跑赢行业评级，目标价3.52 港元，对应2026年15.0倍市盈率，较当前股价有30%的上涨空间。该行认为公司具有重视勘探增储的基 因，黄金产量增长潜力有望超出市场预期。 勘探见长的黄金企业，内生增长动能强劲 资源方面，公司重视勘探增储的战略意义，在潼关和肃北矿区合计拥有黄金资源量55.0吨，平均品位高 达8.26克/吨。产量方面，潼关矿区探转采带动产量增长，该行预计公司2025-2026年的黄金销量分别为 2.8吨、3.4吨。成本方面，公司于2025年1月收购矿山工程供应商西安宏尚，有望通过产业链整合降低黄 金开采业务的生产成本。 潜在催化剂：黄金价格持续上行，潼关矿区探转采顺利推进，进一步整合产业链降低成本。 风险提示：黄金价格波动；金矿探转采不及预期；金矿成本超预期上行。 2025年4月，紫金矿业通过全资子公司紫金金属收购公司3.82%的股份，与公司开展金属流合作并将预 付25 ...

长期看好黄金的高盛表示，金价还有上涨空间，甚至可能高于其先前预估，该公司提及私人投资者的兴 趣。Daan Struyven等分析师在一份报告中表示，流入黄金支持的交易所交易基金 （ETF） 的资金意外 强劲，超过他们先前的模型。私人投资者大幅将资金转移至黄金的可能性，对他们的预测（2026年中 4000美元/盎司和明年年底4300美元/盎司）构成了"巨大的上行风险"。该银行一个月前表示，如果1%私 人持有的美债资金转投黄金，金价可能升至近5,000美元。 ...

扬子晚报网10月1日讯（记者 范晓林 薄云峰）今天是国庆首日，国内主要金饰品价格继续攀高，克价1084至1130元不等。 今日金价显示，周六福克金1084元，老凤祥1125元，周大福1129元，周生生1130元，周大生1129元，比9月30日上涨0.27%-0.65%。 1日是国庆黄金周的首日，记者在南京河西一家商场的黄金专柜看到，高金价阻挡了消费者购金的热情。老凤祥金铺的柜姐热情地促销到，"今天有活动， 克金1007元。"记者在现场观察10分钟注意到，现场只有一名男性顾客和朋友在咨询。 在周生生专柜，柜姐说，"每克降70元，每克实价1055元"。 截至发稿时，纽约期金站上3900美元/盎司，日内涨0.7%。COMEX黄金一度站上3904美元/盎司。现货黄金向上触及3870美元/盎司，日内涨0.30%。 记者了解到，今年1月初与4月初，国际金价接连迎来两轮迅猛上涨行情，价格从年初的2600美元/盎司快速攀升至3400美元/盎司。9月以后，经历了4个月 3300美元/盎司左右的横盘后，9月2日现货黄金再次突破3500美元/盎司关口，并在9月6日冲上3600美元/盎司的历史新高。短短10日后的9月16日，伦敦现 ...

Core Insights - International gold prices have reached new highs, with London gold surpassing $3,895 per ounce and COMEX gold exceeding $3,900 per ounce, marking a historical record [1][4][14] - The rising gold prices have led to increased prices for gold jewelry in the consumer market, coinciding with the National Day and Mid-Autumn Festival holiday, resulting in a surge in gold consumption [4][8] Market Trends - The price of gold jewelry has reached approximately 888 yuan per gram in the Shenzhen market, up from around 796 yuan per gram in early September, indicating a significant increase [8] - Major jewelry brands like Chow Sang Sang and Chow Tai Fook have set their gold prices at around 1,130 yuan per gram and 1,129 yuan per gram respectively [6] - Despite the high prices, consumer interest appears to be cautious, with many opting to observe the market rather than make purchases [9][11] Business Strategies - Jewelry retailers are adopting a "sell what you buy" strategy to mitigate risks associated with high inventory costs due to fluctuating gold prices, maintaining profit margins of 10% to 20% for weight-based pricing and 30% to 40% for fixed-price items [9][11] - The widening gap between gold sales and buyback prices, which has increased to over 30 yuan per gram, reflects the current market dynamics and consumer sentiment [11] Future Outlook - Analysts predict that gold prices may continue to rise, with UBS forecasting a potential increase to $4,200 per ounce by mid-2026, driven by factors such as a weakening dollar and increased central bank purchases [14][15] - Goldman Sachs maintains a target price of $4,000 per ounce for gold by mid-2026, suggesting that if a small percentage of U.S. Treasury holders shift their investments to gold, prices could approach $5,000 per ounce [15]

Core Viewpoint - International gold prices have reached new highs, with London gold surpassing $3,895 per ounce and COMEX gold exceeding $3,900 per ounce, marking a historical record [1][3]. Market Trends - The rising international gold prices have led to an increase in gold jewelry prices, coinciding with the National Day and Mid-Autumn Festival holiday, resulting in a surge in gold consumption [3][4]. - In Shenzhen's Shui Bei market, gold jewelry prices have risen to approximately 888 yuan per gram, up from around 796 yuan per gram in early September [6][11]. Retail Strategies - Retailers are adopting a cautious approach to inventory due to high gold prices, with many opting for a "sell what you buy" strategy to mitigate risks associated with price fluctuations [7][11]. - The profit margins for gold jewelry vary, with margins for weight-based pricing typically between 10% to 20%, while "one-price" gold jewelry can have margins of 30% to 40% [7]. Consumer Behavior - Many consumers are currently in a wait-and-see mode regarding gold purchases, despite the high prices, indicating a cautious sentiment in the market [7][11]. - The gap between gold sales prices and buyback prices has widened, with a difference of over 30 yuan per gram, compared to the previous range of 10-15 yuan [11]. Future Outlook - Analysts predict that gold prices may continue to rise, driven by factors such as a weakening dollar and expectations of further interest rate cuts by the Federal Reserve [11][12]. - UBS forecasts that gold prices could reach $4,200 per ounce by mid-2026, while Goldman Sachs maintains a target of $4,000 per ounce, with potential for prices to exceed $4,500 [12].

此外， 白银价格9月29日创2011年以来新高 。 美国花旗银行集团预期，受美国政府政策影响，铂族金属供应可能面临紧张。 来源：央视新闻、中新经纬、荆楚网（湖北日报网） End 现货黄金早盘再创新高，升破3840美元/盎司。 9月3 0日，现货黄金早盘再创新高， 升破3840美元/盎司 。 9月2 9日，国际现货黄金价格首次突破每盎司3800美元，这是国际现货黄金价格首次突破这一关口。国际现货黄金价格当天一度上涨至 每盎司381 9. 81美元。 国内金饰价格跟涨。经查询， 周生生足金饰品标价1111元/克，老庙黄金足金饰品标价1108元/克，周大福足金饰品标价110 8元/克 。 路透社认为，金价再创新高，主要由美元走软和美国联邦储备委员会今年将进一步降息的预期提振。 欢迎分享给你的朋友！ 出品 | 中国能源报（c ne ne rgy） 编辑丨赵方婷 ...

金价高企下还会有金九银十吗？ "基于金价波动，我们会密切留意及评估，并适时作出价格调整。"周大福方面今日回复记者。 今年三四月，周大福也调整了一轮部分产品的报价。根据公司方面的反馈，调价是基于过去多个月以来 金价的变化，为了支持毛利保持韧性。 这两年国际金价一路上扬，水涨船高之下，不少连锁品牌金店的一口价产品皆有不同程度的调价。 "去年国庆节金价还在8字打头，今年挂牌的克价已经破1100元了。"记者日前走访沪上一些金店时从一 些柜台的销售处了解到。 从最新的挂牌报价来看，9月29日，国内部分黄金珠宝品牌金饰价格继续上涨。具体来看，周生生足金 饰品报价1111元/克，周大福、六福珠宝的足金首饰价格为1108元/克。 金价的一路走高，今年9月下旬开始，周大福、周生生、老庙等国内主流的黄金珠宝品牌商就开始酝酿 上调"一口价"黄金饰品的价格。 今年年初曾引发排队购金热潮的老铺黄金（06181.HK）从去年开始已经涨过多轮。可查询的公开信息 显示，该品牌旗下产品分别在2024年3月、9月进行过两次涨价。今年2月、8月老铺黄金再度上调了黄金 产品价格。 前述多家金店销售向记者表示，下个月就要涨价，最近还有每克立减的活动， ...

Core Insights - The rising gold prices have led to increased consumer caution, impacting sales in the jewelry industry [2][3] - The shift in consumer behavior towards smaller gold products has been noted, with younger consumers showing a preference for lower weight items [4][8] - The company is adapting its strategies by incentivizing employees and exploring online sales channels to enhance business performance [11][12] Group 1: Market Trends - Gold prices have surged from 200 yuan per gram to over 800 yuan, creating a challenging environment for gold retailers [1] - The period from 2017 to 2019 was identified as the best for business, with high consumer purchasing enthusiasm during that time [2] - Current high gold prices have led to a decrease in net profits for stores, estimated to have dropped by about 30-40% [2] Group 2: Consumer Behavior - There is a notable increase in younger consumers purchasing gold, with many adopting a habit of regular small purchases [8][10] - The demand for smaller gold products, such as 1-10 gram items, has increased as consumers view them as a form of savings [6][8] - The perception of gold has shifted from a luxury item to a more practical investment among younger buyers [8][10] Group 3: Business Strategies - The company has implemented a strategy of "selling as much as buying back," focusing on maintaining cash flow without increasing inventory [6] - Employee motivation has been enhanced through incentives and adjusted sales targets to improve performance [3][11] - The company is investing in employee training for social media and live streaming to adapt to new sales channels [11][12]