钛媒体App 9月12日消息，现货黄金本月已累计上涨约5%，周二一度创下每盎司3674美元的历史新高。 仅在今年，金价就已创下逾30次名义的价格纪录。而这波最新涨势更是突破了1980年1月21日的经通胀 调整后峰值，当时金价的名义价格为850美元，考虑到几十年的消费者物价上涨，相当于现在的约3590 美元。 2025年以来，黄金已累计上涨近40%，背景是美国总统特朗普减税、扩大全球贸易战，并试图前所未有 地影响美联储。美元与美国长期国债的抛售，凸显了投资者对美国资产的偏好下降，并引发了对美国国 债能否继续作为避险资产的质疑。（广角观察） ...

近期，黄金价格走势可谓惊艳众人，不断攀升并创出历史新高。截至9月9日，伦敦金现货价格一度触及3659.38美元/盎司，较今年年初上涨超1000美元，涨 幅超38%。 在8月26日至9月3日，更是连续7个交易日收涨，突破了3500美元/盎司关键点位。这一轮金价的飙升，表面上看，是美联储铁定要降息的预期在推动，但往 深层次探究，"数字黄金"才是那只在暗处发挥关键作用的手，为实物黄金添上了金融属性的翅膀，让其价格一路高飞。 从宏观经济数据来看，美国的非农就业数据已经连续不及预期。9月5日出炉的最新数据显示，8月份美国非农就业人数仅增加2.2万人，大幅低于预期的增加 7.5万人，失业率也升至4.3%。 就业市场数据的明显恶化，使得市场对美联储降息的预期大幅升温。 美联储将在9月16日至9月17日召开联邦公开市场委员会（FOMC）会议，目前市场普遍认为，美联储大概率将重启已暂停了一年的降息，甚至有观点认为美 联储可能还会再降两次息，以此帮助美国经济稳住增长的势头。 回顾历史数据，在美国降息周期开始之后的60天内，黄金价格平均上涨幅度为6%。 这背后有着深刻的经济逻辑：一方面，黄金属于无息资产，本身不产生利息，投资者只能 ...

Core Insights - Domestic gold jewelry prices have risen, approaching 1080 CNY per gram, with notable increases from brands like Chow Sang Sang and Chow Tai Fook [1] - International gold prices have shown volatility, with COMEX gold futures experiencing fluctuations, including a recent high of 3715.2 USD per ounce [1] - Long-term outlook for gold prices remains bullish, supported by factors such as inflation concerns, rising government debt, and a slowing U.S. economy [1][2] Price Movements - As of September 11, 2023, gold jewelry prices in China are reported at 1079 CNY per gram for Chow Sang Sang and 1078 CNY per gram for other brands [1] - COMEX gold futures closed at 3680.4 USD per ounce on September 10, 2023, with a slight decline to 3672.9 USD per ounce by the time of reporting [1] Market Trends - The global central banks continue to increase their gold reserves, with a reported addition of 166 tons in Q2 2023, reaching historical highs [5] - The proportion of central banks actively managing gold reserves is expected to rise from 37% in 2024 to 44% in 2025, driven by risk management considerations [5] - 95% of surveyed central banks anticipate an increase in global official gold reserves over the next 12 months, with 43% indicating plans to increase their own gold holdings [5] Future Projections - Swiss bank Lombard Odier has raised its 12-month gold price target to 3900 USD per ounce, indicating potential for further price increases if fund flows show positive momentum [2]

Group 1 - The core point of the article is that gold prices have reached a new high, surpassing the key level of $3,700 per ounce, driven by multiple factors [1] - Gold prices have increased by 40% year-to-date, outperforming other major asset classes globally, indicating a strong upward momentum [1] - The new high in gold prices signals potential shifts in market dynamics and investor sentiment [1]

Core Viewpoint - AngloGold Ashanti's stock price has increased significantly due to rising gold prices and a substantial price target increase from analysts, reflecting the company's strong performance in a favorable market environment [1][2][3]. Group 1: Market Dynamics - Gold prices have surged this year, driven by factors such as inflation concerns and geopolitical tensions, including recent events in Israel and Russia [2]. - The Federal Reserve's potential interest rate cuts, indicated by a downward revision of job growth, may further support gold prices, making gold a more attractive investment [2]. Group 2: Company Performance - AngloGold Ashanti's stock rose by 4.4% as gold prices approached record highs, with analysts at RBC Capital raising the price target from $56 to $73, compared to the current trading price of $64.90 [1][3]. - The company is currently trading at 17 times earnings, which is considered reasonable given its 179% year-to-date stock price increase, while gold prices have risen by 41.5% this year [5]. Group 3: Profitability and Risks - The company's profitability is highly sensitive to gold prices; an increase in gold prices leads to a significant rise in revenue, while a decrease would result in a more substantial drop in profits and stock price [5][6].

每经AI快讯，9月10日，现货黄金向上触及3650美元，日内上涨0.66%。 ...

Core Viewpoint - The gold prices have surged significantly due to multiple factors, including geopolitical tensions and central bank purchases, leading to a bullish sentiment in the market [5][8]. Group 1: Gold Price Movements - On April 22, COMEX gold futures prices surpassed $3,500 per ounce [3]. - On September 9, COMEX gold futures reached an intraday high of $3,715.20, closing at $3,667.20 per ounce [3][9]. - In August, international gold prices saw a cumulative increase of over 5%, marking the best monthly performance since April [8]. Group 2: Central Bank Activities - As of the end of August, China's gold reserves stood at 74.02 million ounces, reflecting an increase of 60,000 ounces, marking the tenth consecutive month of accumulation [5]. - In the second quarter of this year, central banks globally added a total of 166 tons of gold to their reserves [5]. Group 3: Economic Indicators and Market Sentiment - The U.S. unemployment rate rose to 4.3% in August, the highest in nearly four years, with non-farm payrolls increasing by only 22,000, below economists' expectations [9]. - The market's anticipation of potential interest rate cuts by the Federal Reserve has intensified following the release of disappointing employment data [9][11]. - The upcoming U.S. Consumer Price Index (CPI) report is critical for determining the Fed's interest rate decisions, with expectations that a decline in inflation could further boost gold prices [11].

另据国家外汇管理局9月7日发布的数据，我国8月末黄金储备规模为7402万盎司，较上月增加6万盎司，实现连续第10个月增 持。 9月9日晚间，北京时间22时左右，现货黄金价格盘中上扬0.87%，突破3660美元/盎司，再次刷新历史最高记录。同期，COMEX 黄金期货价格也一度站上3700美元/盎司。 不过进入深夜，黄金市场出现明显波动，价格自高位回落。据智通财经9月9日报道，现货黄金在冲高后回调，一度由涨转跌， 最低下探至3626.75美元/盎司。市场观点指出，降息预期升温令美元承压，从而提振以美元计价的黄金。此外，地缘局势变化以 及多国央行继续增持黄金，也对金价构成支撑。 黄金作为对全球流动性及通胀环境高度敏感的资产，兼具避险功能。除了各国央行持续购入，美联储货币政策宽松预期、美国 财政扩张带来压力、通胀韧性以及国际地缘风险等因素，共同推动金价上行。 在美国通胀持续偏高和财政扩张态势下，多国央行对美元信用体系的担忧增强，黄金成为提升本币信用和抵御美元风险的重要 选项。市场预计，只要美联储维持宽松政策、美国财政政策继续扩张以及通胀保持粘性，金价仍具备进一步上行的条件，后续 有望继续挑战年内高点。 与此同时，在国 ...

黄金价格持续上涨，国际金价接连突破新高，同时带动了黄金回收市场的升温。第一财经记者实地探访 了深圳水贝黄金市场，（9月9日）市场内单克售卖价已达840元/克，回收金价达818元/克，达到历史新 高。有商户对记者表示，市场现在出售黄金的客户比购买的还多，他们这两天回收黄金的数量已涨至平 日的五倍。更现场、更财经，一探究竟！ ...

Group 1 - COMEX gold futures are currently trading around $3680 per ounce, with related ETFs experiencing fluctuations and declines [1] - The gold stock ETF has seen a net inflow of 494 million yuan over the past eight trading days, while the non-ferrous metal ETF has had a net inflow of over 313 million yuan over the last thirteen days [1] - The gold ETF Huaxia has recorded a net inflow of 204 million yuan over the past six trading days [1] Group 2 - UBS analysts predict gold prices will rise to $3700 per ounce by mid-next year, while Goldman Sachs forecasts a baseline price of $4000 by mid-2026 [2] - Morgan Stanley has set a year-end target price for gold at $3800 per ounce, emphasizing the strong negative correlation between gold and the US dollar [2] - Goldman Sachs analysts are optimistic about gold mining stocks, expecting a 14% increase in gold prices by 2026 due to strong demand from central banks and ETFs [2]