黄金投资

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4000美元不是梦? 金价未来走势如何
第一财经· 2025-09-30 00:29
2025.09. 30 本文字数:2670,阅读时长大约4分钟 作者 | 第一财经 樊志菁 受美国降息预期、对美国政府可能停摆的担忧以及地缘政治紧张局势升级影响,投资者选择涌入避险 资产,黄金价格周一首次突破3800美元,创下历史新高。纽约商品交易所12月交割的COMEX黄金 期货结算价上涨1.2%,报3855.2美元/盎司。市场分析认为,包括美元指数走弱、央行购买及黄金 ETF热销等因素或将继续主导未来的黄金走势。 多重利好助推 美国商务部上周五公布的数据显示,美联储最倚重的通胀指标核心个人消费支出(PCE)环比上涨 0.2%,同比稳定在2.9%。符合预期。 根据芝商所(CME)美联储观察工具(FedWatch Tool)的数据,交易员目前预计美联储在10月降 息的概率接近90%,12月再次降息的概率约为65%。 Capital分析师罗达(Kyle Rodda)表示:"美国此次温和的通胀数据,让市场有理由相信美联储在 年内进一步降息。"他进一步分析称,"当前市场情绪非常乐观,本周金价有望再次测试历史新高。不 过,目前黄金市场的多头仓位较重,这可能成为未来金价上行需谨慎的一个原因。" 投资者也在关注美联储独立 ...
多家珠宝店节前涨价
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 00:01
今年以来黄金已经37次创下历史新高,首次站上3800美元/盎司,累计涨幅达到45%。这个涨幅不仅跑 赢今年所有其他主要资产类别的表现,而且也创下了自1979年以来最大的年度涨幅。马上就要到十一长 假,黄金也将迎来消费旺季,多家珠宝品牌店,上调"一口价"商品价格。 多家珠宝店上调"一口价"商品价格 记者丨叶麦穗 编辑丨曾芳 美元指数下跌9.7% 随着国际金价走高,国内品牌足金首饰价格已突破1100元/克,周大福、潮宏基、周生生等国内多家主 流珠宝品牌的"一口价"黄金饰品陆续启动涨价。 9月19日,周大福相关负责人回应称,现阶段确认"一口价"黄金产品将于10月开始陆续加价,调价幅度 后续将公布。有周大福柜台工作人员表示,不同品类涨幅不一,部分畅销款涨幅可能达30%–40%。这 是周大福年内第二次上调"一口价"产品价格。今年3月,该品牌已完成一轮10%至20%的调价。 潮宏基品牌门店"一口价"黄金饰品正在更换价格标签,1g左右净重的转运珠价格上调了200元 - 500元。 潮宏基方面回应,近期确实有部分产品价格在陆续调整,主要为"一口价"产品。其表示,"调整的幅度 根据金价的行情与公司自身营销策略,针对不同的品类做 ...
多家珠宝店节前涨价
21世纪经济报道· 2025-09-29 23:50
Core Viewpoint - The article highlights the significant rise in gold prices, which have reached a historical high of $3,800 per ounce, marking a 45% increase this year, the largest annual gain since 1979. This surge is expected to influence the jewelry market as brands adjust their prices ahead of the upcoming holiday season [1][4]. Price Adjustments by Jewelry Brands - Multiple jewelry brands have raised their "one-price" product prices due to the rising gold prices. For instance, Chow Tai Fook announced that price adjustments would begin in October, with some popular items seeing increases of 30% to 40% [4][3]. - Chao Hong Ji has also started changing price tags, with certain items seeing price hikes between 200 to 500 yuan. The adjustments are based on gold market trends and the company's marketing strategies [4]. - On September 24, Chow Sang Sang increased the prices of its gold jewelry by 100 to 500 yuan, with variations depending on the style [4]. Market Dynamics and Investment Trends - The recent surge in gold prices has attracted significant global investment, with SPDR increasing its holdings by 18.9 tons on September 19 and reaching a total of 1,005.72 tons [8]. - Bank of America reported a record inflow of $17.6 billion into the gold market over the past four weeks, indicating strong investor interest despite warnings of an "overbought" status [8]. - Analysts suggest that the current gold price increase is driven by lower opportunity costs due to declining dollar asset yields and heightened geopolitical tensions, particularly in the Middle East [9].
金价上涨推升黄金理财热
Jing Ji Ri Bao· 2025-09-29 22:26
Core Viewpoint - The surge in spot gold prices has led to an increase in the popularity of gold-linked financial products, with various banks launching such offerings to attract investors [1][2]. Group 1: Market Trends - As of September 29, approximately 50 gold-related financial products are currently available in the market, primarily categorized as "fixed income+" products with a risk level of two [1]. - The average annualized return for most "gold fixed income+" products has been between 2% and 4% over the past month, outperforming other fixed income products amid recent market fluctuations [1]. - Since July, several gold-linked structured products have achieved early profit-taking, providing a positive experience for investors [1]. Group 2: Strategic Considerations - Banks are increasingly offering gold-linked products to enhance product yield attractiveness and meet the needs of target customer groups, especially in the context of rising geopolitical risks and declining yields in traditional fixed-income products [2]. - The international gold price has shown strong momentum, breaking through significant thresholds, which has also driven domestic gold prices higher [2]. - Gold is viewed as a traditional "safe-haven" asset, with long-term asset allocation value, making it suitable for investors seeking stable returns [2]. Group 3: Investment Risks and Recommendations - Investors are advised to be cautious of fraud and illegal fundraising risks associated with gold-linked financial products, as some may exploit the current gold investment trend [3]. - It is recommended that banks enhance their research capabilities and optimize the structure of gold-related financial products to improve asset allocation and returns [3]. - Investors should assess their risk tolerance and choose appropriate investment channels, ensuring they understand product details and underlying assets [4].
黄金现货价格突破3800美元/盎司 机构称中长期仍有上涨空间
Zhong Guo Zheng Quan Bao· 2025-09-29 22:20
Core Viewpoint - The gold market is experiencing a significant upward trend, with spot gold prices reaching a historical high of $3,819.81 per ounce, driven by factors such as potential interest rate cuts by the Federal Reserve and increased demand from gold ETFs [1][2][4]. Group 1: Market Performance - On September 29, spot gold prices rose over 1%, breaking the $3,800 per ounce mark, while spot silver prices increased by 2%, reaching $47.174 per ounce, also a historical high [2]. - The A-share market saw a strong performance in the precious metals sector, with several gold-related stocks, such as Zhaojin Mining and Xiaocheng Technology, rising over 6% [2]. Group 2: Investment Drivers - Financial investment participants, including gold ETF investors and global central banks, are identified as the main sources of the current upward trend in gold prices [3]. - In September, global gold ETF holdings surged, with a notable increase of nearly 27 tons in a single day, marking the fastest growth in three years [3]. Group 3: Future Price Predictions - UBS Wealth Management predicts that gold prices could reach $3,900 per ounce by mid-2026, supported by a favorable macroeconomic narrative for precious metals [4]. - Analysts from Dongwu Securities believe that the downward trend in real interest rates and the initiation of a rate-cutting cycle by the Federal Reserve will provide substantial upward potential for gold prices [4]. Group 4: Supporting Factors - Three main factors are expected to support the upward trend in gold prices: 1. Increased demand for safe-haven assets due to economic uncertainties and geopolitical risks [4]. 2. Continued central bank purchases of gold, driven by diversification of reserves and reduced reliance on the US dollar [4]. 3. Inflation expectations, which, if they materialize, could enhance gold's value as an inflation hedge [5]. Group 5: Regional Insights - In China, despite a recent decline in gold investment demand due to a rising stock market, expectations are that ETF holdings will recover as gold prices continue to rise [5]. - The Hong Kong government's plan to expand gold reserves and establish a central clearing system for gold is anticipated to provide additional support for gold prices [5].
黄金现货价格突破3800美元/盎司机构称中长期仍有上涨空间
Zhong Guo Zheng Quan Bao· 2025-09-29 20:45
9月29日,伦敦金现货价格盘中一度触及3819.81美元/盎司历史新高,突破3800美元/盎司关口。贵金属 市场全线飘红,伦敦银现货价格同样刷新历史新高,A股贵金属板块午后拉升。 机构人士认为,在美联储降息等因素的支撑下,金价中长期仍具上涨空间。瑞银财富管理投资总监办公 室(CIO)预测,到2026年年中,金价或达到3900美元/盎司。 ● 本报记者 葛瑶 本轮金价上行原因何在?中信建投宏观首席分析师周君芝认为,8月底以来,黄金打破今年5月之后的震 荡格局,出现趋势性上行行情,金融投资参与者或是本轮资金的主要来源。金融投资的市场参与者主要 包括黄金ETF投资者、全球央行以及期货的非商业多头持仓。 她表示,回溯2025年上半年黄金投资需求,二季度投资需求出现边际放缓,或是5月之后价格出现调整 的主要原因。进入下半年,黄金ETF投资在5月出现单月流出之后,6至8月连续三个月实现流入,总持 仓量持续反弹。同时,二季度,各经济体央行的购金需求保持在健康水平,达到166吨;而全球金饰消 费量同期则录得两位数跌幅。因此,机构认为,当前金价上涨主要由金融投资推动,而非私人消费或实 物投资。 从数据来看,9月以来黄金ETF的 ...
中国资产深夜大涨 阿里巴巴涨超4% 国际油价跳水
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 15:27
北京时间9月29日晚,美股三大指数高开后走势分化。大型科技股普涨,截至22:32,美光科技涨超4%,英伟达涨约3%,超威半导体、阿斯麦、台积电等 涨幅居前。 中概股集体上涨,纳斯达克中国金龙指数一度涨超2%,小马智行涨近10%,新东方、迅雷、阿里巴巴等涨超4%。 黄金年内37次创新高 成年内最牛资产 美股黄金股走强,埃氏金业、哈莫尼黄金涨幅居前。现货黄金突破3820美元/盎司,续创历史新高。 今年以来,现货黄金已经37次创下历史新高,累计涨幅约45%。这个涨幅不仅跑赢今年所有其他主要资产类别的表现,而且也创下了自1979年以来最大的 年度涨幅。 黄金的涨幅让全球资金沸腾。美国银行上周五公布的数据显示,过去四周,流入黄金市场的资金已经创下了176亿美元的纪录。 与黄金的强势形成鲜明对比的是美元,2025年年初至今,美元已经累计下跌9.7%,这主要是由于市场对美联储独立性和贸易战前景的担忧,从根本上推 高了以美元计价的黄金价值。 基本金属走强,原油大跌 商品市场上,基本金属期货集体走强。 美银警告称,黄金在策略上已经处于"超买"状态,但在结构上仍处于"持有不足"状态,目前对黄金给出看多评级。 景顺全球宏观策略师阿 ...
中国资产深夜大涨,阿里巴巴涨超4%,国际油价跳水
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 15:24
北京时间9月29日晚,美股三大指数高开后走势分化。大型科技股普涨,截至22:32,美光科技涨超 4%,英伟达涨约3%,超威半导体、阿斯麦、台积电等涨幅居前。 中概股集体上涨,纳斯达克中国金龙指数一度涨超2%,小马智行涨近10%,新东方、迅雷、阿里巴巴 等涨超4%。 | 名称 | 现价 | 涨跌巾 -- | | --- | --- | --- | | 小马智行 | 23.240 | 9.78% | | PONY.O | | | | 陆控 | 3.890 | 8.36% | | LU.N | | | | 新东方 | 54.940 | 6.99% | | EDU.N | | | | 灿谷 | 4.260 | 5.97% | | CANG.N | | | | 迅雷 | 8.850 | 5.11% | | XNET.O | | | | 老虎证券 | 10.665 | 4.97% | | TIGR.O | | | | 量子之歌 | 9.670 | 4.77% | | QSG.O | | | | MICROALGO | 10.930 | 4.79% | | MLGO.O | | | | 阿里巴巴 | 178.915 | 4 ...
黄金站上3800美元!年内37次创新高 多家珠宝店节前涨价
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 13:01
21世纪经济报道记者 叶麦穗 今年以来黄金已经37次创下历史新高,首次站上3800美元/盎司,累计涨幅达到45%。这个涨幅不仅 跑赢今年所有其他主要资产类别的表现,而且也创下了自1979年以来最大的年度涨幅。马上就要到十一长假,黄金也将迎来消 费旺季,多家珠宝品牌店,上调"一口价"商品价格。 | 多股同列 分别K线同列 选股 = 公式 换肤▼ 恢复配置▼ 副屏 微软雅黑▼ = 小三 ▼ + 然敲 | | | | | | --- | --- | --- | --- | --- | | 分时 1分 5分 15分 30分 60分 日 图 月 季 年 多周期 设置 画线 | 加自选 十一 ■ | | 伦敦金 AUUSDO | | | 伦敦会 龄纸:3817.108 3819,810 | 1.82% | 358 | 3817.290 | | | 3816.817 | 1.54% | | | | | 3813,718 | 1.46% | 买入 | 3817.108 | | | 3810,725 | 1.38% | | | | | 3807,625 | 1.30% | 最新 | 3817.108 开盘 | 3758.78 ...
郑氏点银:黄金再刷历史新高,今晚3800先稳住还有高点
Sou Hu Cai Jing· 2025-09-29 12:31
郑氏点银:黄金再刷历史新高,今晚3800先稳住还有高点 回顾上周五行情走势及出现的技术点: 第一,黄金方面:早间先依托隔夜涨幅3722-3758回踩的618分割支撑3735一线继续看涨,抵达3750之上减持;欧盘回踩3748仍看涨,由于美盘有PCE重要数 据公布,提前上移了本钱48保护,然后数据公布后,先小急跌至46再瞬间反抽拉升破新高;公布值是符合预期,没利空就是小利多,因此3754-55继续接回 看涨,最终成功抵达3780一线目标;由于持续发力,存在日线进一步破高动能,则强调可持有周四晚间3730上,周五3735上,以及3754上底仓看涨单,等本 周3800上目标,甚至3826目标; 今日来看,一切都按照推演思路来进行,完全符合预判,最高触及3820,离3826也不远,那么手中这两天的底仓看涨,也 已经捕获不少波段利润; 第二,白银方面:上周五指出44.8上看涨,当日大幅拉升破46关口,底仓也就要坚持拿住,去看更高的位置,今日果然也是强势进一步上冲,破了47关口, 才短短两日,底仓就基本已有100米利润; 今日行情分析解读: 第一,黄金日线级别: 月线和周线级别的详细解读可以参考周视频,中长期趋势继续保持 ...