7日国际金价延续涨势，在当天亚洲交易时段一度触及每盎司4000美元整数关口，报每盎司4000.1美 元，为历史上首次。 来源：央视财经 近期，受美国联邦政府"停摆"危机持续、市场对美联储未来多次降息预期增强，以及全球多个地区地缘 冲突持续等因素影响，投资者不断增持黄金避险，推动国际金价屡创新高。截至北京时间7日8时33分， 纽约商品交易所12月黄金期价报每盎司3999.9美元，涨幅为0.59%。 ...

7日国际金价延续涨势，在当天亚洲交易时段一度触及每盎司4000美元整数关口，报每盎司4000.1美 元，为历史上首次。近期，受美国联邦政府"停摆"危机持续、市场对美联储未来多次降息预期增强，以 及全球多个地区地缘冲突持续等因素影响，投资者不断增持黄金避险，推动国际金价屡创新高。截至北 京时间7日8时33分，纽约商品交易所12月黄金期价报每盎司3999.9美元，涨幅为0.59%。 ...

近期，受美国联邦政府"停摆"危机持续、市场对美联储未来多次降息预期增强，以及全球多个地区地缘 冲突持续等因素影响，投资者不断增持黄金避险，推动国际金价屡创新高。截至北京时间7日8时33分， 纽约商品交易所12月黄金期价报每盎司3999.9美元，涨幅为0.59%。 编辑 陈艳婷 据央视财经消息，7日国际金价延续涨势，在当天亚洲交易时段一度触及每盎司4000美元整数关口，报 每盎司4000.1美元，为历史上首次。 ...

10月7日，COMEX黄金历史首次突破每盎司4000美元关口，年内大涨逾50%，随后稍有回落。现货黄金今日一度涨至 3977美元/盎司，同样创下历史新高。 | W | COMEX黄金 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | GC CMX | | | | | | | | 3931 | | | 3976.3 | 总手 | | 2.35万 | | | +11.4 | +0.29% 开盘 | | 3983.0 | 现手 | | 1 | | | 最高价 | 4000.1 | 在 色 | 39.24万 | Ar | | 1.09万 | | | 最低价 | 3982.0 | 搜 色 | 2421 | 内 | | 1.26万 | | | 分时 | ね日 | EK | 高K | 月K | 中文 | | | | ■加 | | | | 均价:3992.5 | | | | | | | | | 0.60% | 3987.6 | | 3 | | | | | | | 3987.4 | | 1 | | | | | | | 20:46 3987.8 ...

从过去一段时间阳光电源的走势看，可谓是太强劲了，股价从8月份的80元左右目前已经上涨到了接近170元了，仅仅刚刚过去的9月份，累计涨幅就超过了 60%。 对于阳光电源在港交所上市，我觉得还是应该给予积极的回应，市场这个时候大概率是在寻找示范效应，因为之前宁德时代在港股上市，目前在港股的股价 已经翻倍了，而同期A股的走势没有达到这样的效果，这就让人对接下来阳光电源在港股的上市有了新的期待，毕竟港股是一个国际化市场，能够给予行业 龙头更为客观的定价，或者说这种溢价效应比较明显，从这个角度来说，对未来港股的阳光电源不妨多关注，看看会不会复制宁德时代的走势。 未来我估计会有更多的A股行业龙头去港股上市，这对A股和港股都将带来新的活水，也增加了市场的交易性机会，对此应该多多的观察。 1、黄金真是太牛了，纽约金在昨天大涨了1.85%的情形下，今天早上再创历史新高，盘中一度飙升到了4000美元的整数关口，至此黄金年内的涨幅有50% 了，至于黄金为什么持续大涨幅，逻辑之前也都说过了，美联储降息预期的强烈，以及地区风险的加剧，我觉得这些都是老生常谈了，对目前的黄金来说， 其实更多的资金已经当成了一种投机的工具，一方面是认为美国 ...

Market Performance - The Hong Kong stock market showed strong performance during the week, with the Hang Seng Index rising by 3.88% to close at 27,140.92 points, the Tech Index increasing by 6.90% to 6,622.85 points, and the National Enterprises Index up by 3.82% to 9,658.34 points [1] Technology Sector - The Hang Seng Tech Index recorded a nearly 7% increase, reaching its highest level since November 2021 during the week [2] - Notable tech stocks such as Kuaishou-W (01024.HK), Alibaba-W (09988.HK), and Bilibili-W (09626.HK) saw significant gains of 13.50%, 7.62%, and 7.10% respectively [2] Investment Outlook - According to Everbright Securities, the Hong Kong market is expected to continue its upward trend due to the ongoing AI industry momentum and the anticipated interest rate cuts by the Federal Reserve [3] - CITIC Securities highlighted a focus on the technology sector, particularly the semiconductor industry, as the second half of the year typically sees a surge in technology releases and product iterations [3] Gold Stocks - Gold stocks have shown strong performance, with Zijin Mining International (02259.HK) and China Silver Group (00815.HK) rising by 89.97% and 41.41% respectively, driven by expectations of interest rate cuts and geopolitical uncertainties [6] - The international gold price surpassed $3,900 per ounce, with a significant inflow into gold ETFs, which saw an increase of over 15 tons in a week [6] Nuclear Power Sector - Nuclear power stocks like China Nuclear International (02302.HK) and China Nuclear Technology (00611.HK) rose by 53.04% and 34.69% respectively, following the approval of new nuclear power units and an increase in the nuclear power installation target to 120 million kilowatts by 2025 [8] Pharmaceutical Sector - Pharmaceutical stocks such as Yiming Oncology and Clover Biopharmaceuticals saw increases of 36.72% and 39.44% respectively, benefiting from improved financing conditions in the market [9] Semiconductor Sector - Semiconductor stocks like Hua Hong Semiconductor (01347.HK) and SMIC (00981.HK) experienced gains of 2.10% and 1.39% respectively, supported by the ongoing AI wave and new product releases [11] Electric Power Sector - Harbin Electric (01133.HK) led the electric power sector with a rise of 7.42%, following a positive report from UBS that raised its target price and earnings forecasts for the company [16] Automotive Sector - Automotive stocks generally declined, with BYD (01211.HK), Xpeng Motors-W (09868.HK), and Li Auto-W (02015.HK) falling by 3.95%, 2.84%, and 2.35% respectively, despite positive sales growth projections for Chinese brands overseas [17] Recent Developments - Shanghai Electric (02727.HK) rose by over 14% following the signing of a major photovoltaic project in Romania [21]

Market Performance and Data - Recent surge in international gold prices, with futures prices rising significantly within weeks, indicating a rare one-sided upward trend [1] - Increased trading volume in both futures and spot markets, reflecting a substantial influx of market capital [3] Global Economic Uncertainty - Heightened global economic uncertainties, including geopolitical conflicts and slowing economic growth, have driven investors to seek gold as a safe-haven asset [4] - Major economies showing signs of contraction, with declining manufacturing PMI and lowered growth forecasts from the IMF [4] Monetary Policy Easing Expectations - Global central banks signaling a shift towards looser monetary policies, with expectations of paused interest rate hikes and potential rate cuts [5] - Increased liquidity and risk of currency depreciation make gold more attractive as a non-currency asset [5] Inflation Expectations - Divergence in inflation expectations, with some economists predicting a return to low inflation while others foresee persistent inflation due to previous monetary easing [6] - Gold's role as an inflation hedge is emphasized, leading to increased investment in gold to mitigate inflation risks [6] Impact on Financial Markets - Gold price surge positively affecting related stocks, particularly in the gold mining and jewelry sectors, while also boosting prices of other precious metals [8] - Interaction between rising gold prices and bond market dynamics, with potential capital shifts from bonds to gold [8] Impact on the Gold Industry - Gold mining companies experiencing significant profit increases due to high gold prices, with some previously unprofitable mines becoming viable [9] - Increased exploration and development activities in the gold sector as companies seek to capitalize on favorable market conditions [9] Investor Implications - Opportunities for investors to engage in gold-related assets, such as futures and ETFs, to benefit from rising prices [10] - Need for investors to maintain a rational approach and consider their risk tolerance when investing in volatile gold markets [10] Future Price Outlook - Continued uncertainty in gold price trends, supported by ongoing geopolitical tensions and expectations of monetary easing [11] - Potential factors that could suppress gold prices include unexpected economic recovery and strengthening of the dollar [11]

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].

Group 1 - The U.S. government has officially shut down, putting further downward pressure on the dollar and driving gold prices to new highs [1][3] - Spot gold has risen for five consecutive days, reaching $3,890 per ounce, while New York futures touched $3,900 per ounce [1] - Silver has also increased by over 1%, nearing $47.5 per ounce, just 5% away from its historical peak [1] Group 2 - The Senate has rejected two bipartisan funding bills, leading to the first government shutdown in seven years [3] - If the shutdown extends beyond two weeks, it could increase downside risks to economic growth and raise the likelihood of more accommodative policies from the Federal Reserve [3] - Gold prices have surged nearly 48% this year, potentially marking the largest annual increase since 1979 [3] Group 3 - The monthly inflow into gold ETFs reached a three-year high in September, indicating strong investor interest [6] - Concerns over the independence of the Federal Reserve have heightened gold's appeal as a safe-haven asset [6] - Analysts expect gold prices to continue rising, with some predicting a test of the $4,000 per ounce resistance level [7] Group 4 - The government shutdown may delay the release of key economic data, including the non-farm payroll report [7] - The JOLTS report indicated a slight increase in job vacancies in August, while hiring numbers declined, reflecting a weak labor market [7] - Market expectations for a 25 basis point rate cut by the Federal Reserve this month are at 97%, with a 76% chance of another cut in December [7]

【导读】黄金大跳水 大家好，刚刚创下新高的黄金，突然大跳水了。 萨克索银行商品策略师奥勒·斯洛特·汉森表示："在整个9月不间断的上涨之后，我认为目前出现了一些 月末获利了结，我也怀疑中国交易员参与其中，基本上是在十月长假之前减仓。" 华盛顿的僵局是提振黄金避险吸引力的最新动因，此外还有对特朗普贸易战经济影响的担忧以及地缘政 治紧张。黄金今年以来已累计上涨约45%，有望创下自1979年以来的最大年度涨幅。 周一，国会两院领袖与特朗普的会面未能就政府的短期融资达成协议。这加剧了对政府关门的担忧，而 关门可能会阻碍经济数据的发布——使投资者无法获得评估美国经济所需的关键信息。 各国央行的购金需求以及美联储恢复降息也为金价提供了支撑。高盛集团和德意志银行认为金价仍有进 一步上涨空间。 瑞银周二在一份报告中称，对黄金市场目前倾向于看涨情景，预计到2026年年中金价将升至每盎司4200 美元。该行指出，美元走弱、央行大举购买黄金以及ETF投资增加等因素对金价构成利好，同时建议黄 金在投资组合中的配置比例为5％左右。瑞银强调，黄金与股票和债券的关联度较低，可作为对冲通胀 和地缘政治风险的工具，同时提醒投资者考虑与价格波动和 ...