美国消费者信心2月升幅不及预期，富裕美国人的乐观情绪被未能从股市上涨中获益人群的信心下 滑所抵消。 密歇根大学周五发布的报告显示，2月消费者信心指数终值微升至56.6，1月为56.4。调查时间为1月20日 至2月16日。彭博调查的经济学家的预估中值为57.3。 周五的数据显示，消费者预计未来一年物价将以3.4%的年率上涨，低于1月预计的4%且为一年来的最低 水平。他们还预计未来五到十年通胀率为3.3%。 调查负责人Joanne Hsu在声明中表示："由于收入前景和投资组合状况更为强劲，富裕和高收入消费者 认为自己更能抵御经济可能面临的风险。" 尽管近几个月信心有所改善，但相较去年下滑前2024年更为强劲的读数仍然偏低，消费者受到高物价和 劳动力市场降温的影响。 不过，近期数据显示劳动力市场出现一定企稳迹象，包括就业增长强于预期以及1月失业率降至4.3%。 若相关状况持续改善，未来几个月消费者信心可能获得支撑。 Hsu表示，46%的消费者主动提到高物价正在损害其个人财务状况，称关税"仍然是消费者高度关注的问 题"。 衡量当前状况的指标由1月的55.4升至56.6，而预期指数由57降至56.6。 消费者对当前财务 ...

（来源：今晚报） 如何抓住"黄金牛市"波段机会？升级投资账户，一键配置金+银>> 【#女子买20元奶茶中奖黄金约25000元#，#女子回应买20元奶茶中了20g黄金#：第一次中奖，一开始以 为是假的，没想到是真的】2月18日，奶茶品牌茶话弄西安南稍门店发视频称，一顾客刮奖中了20g黄 金，潇湘晨报就此事真实性询问其账号工作人员，对方称事件属实，"具体的我们得报备一下总部，稍 后回复您"。截至发稿，记者未收到回复。记者搜索发现，茶话弄官方账号已发布3条关于顾客抽中20g 金条的视频。记者联系上其中一位中奖顾客momo女士，她表示，自己2月4号买的奶茶，大概20几 块，"就是去旅游，想要那个冰箱贴，都不知道有活动。一开始以为是假的，没想到是真的"。momo女 士透露，自己是第一次中奖，这个金条准备收藏着。据茶话弄官微消息，2月4日起，购任意【人间富桂 花】系列饮品，赠富桂刮刮卡 + 新年联名红包，刮开100%中奖。一等奖奖品为20g纯金小马金条。官方 介绍显示，20g纯金小马金条价值约为人民币25000元，中奖概率为0.00056%，奖品数量为3个。二等奖 为1g纯金金币，数量为20个，中奖概率为0.0037%。 ...

智通财经APP获悉，香港黄金交易所主席张德熙表示，过去几年金价已打好根基，现时仍处牛市初 中期，他料金价未来将稍作调整后再度上扬，今年第二、三季有望挑战每盎司6000美元水平。 他指出，上海黄金交易所参与新成立的"香港黄金中央清算系统"，有助提升交割可靠度，未来内地 与香港实现黄金市场互联互通是"指日可待"。 另外，香港黄金交易所未来将与阿里巴巴集团(09988)成员公司亚博科技合作开发国际贵金属交易 平台、结算系统以及数字商品区块链。张德熙表示，相关平台预计6个月内完成搭建，期望能接入中央 清算系统。 （责任编辑：刘畅 ） 【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 ...

最近金价突然大跌，让很多人感到恐慌，情况并没有那么糟糕，我查阅了近一个月的数据，还咨询了在深圳水贝做批发的朋友，并了解了银行回收点的价 格，发现虽然跌得猛，基本面没有受到太大影响，这更像是牛市中的一个小调整，就像跑步时的短暂休息。 2月第一周，国际金价从4654美元飙升至4971美元，然后又迅速回落，单周波动超过8%，白银的波动更大，涨跌加起来超过了22%，身边好几个朋友因此取 消了黄金定投，关闭了ETF页面，说这是"过山车"而不是牛市。 太阳金店的黄金价格为1449.00元/克，铂金价格为869.00元/克。 齐鲁金店的黄金价格为1396.00元/克，铂金价格为779.00元/克。 亚一金店的黄金价格为1539.00元/克，铂金价格为860.00元/克。 富艺珠宝的黄金价格为1480.00元/克，投资金条价格为1297.00元/克，PT950铂金价格为805.00元/克。 我研究了2000年以来的所有牛市数据，发现单月跌幅超过5%的情况在2010-2011年和2020-2022年间至少发生了7次，平均大约每18个月就会出现一次。 这段时间美元确实上涨了一波，美债实际利率也有所上升，资金暂时避险流出，这并不意 ...

Core Viewpoint - The year 2025 marked a significant surge in gold prices, with London spot gold closing around $4,300 per ounce, a 65% increase, the largest annual gain since 1979. This trend continued into 2026, where prices peaked near $5,600 before experiencing a sharp decline, leading to investor uncertainty about future gold investments and strategies [1][8]. Investor Experiences - Different investor experiences highlight the complexities of the gold market. Some, like Xuedi, benefited from early investments, while others, such as Shiyue, faced anxiety after entering the market at high prices. Tianshui's regret over missed opportunities illustrates the emotional spectrum among investors during this volatile period [2][3][5]. Market Dynamics - In 2025, global gold demand reached a record high of 5,002 tons, driven by economic volatility and geopolitical risks, with total demand valued at $555 billion. Investment demand surged to 2,175 tons, with significant contributions from gold ETFs and physical gold investments [6][7]. - The pricing logic of gold has evolved, shifting from a negative correlation with U.S. Treasury yields to a more complex relationship involving U.S. debt levels and central bank purchases. This change reflects a diversified influx of investment sources, particularly from Asia and North America [7][10]. Future Outlook - As of early 2026, gold prices experienced volatility, with a peak above $5,600 followed by a drop exceeding 20%. Investor sentiment is mixed, with concerns about future price movements amid potential changes in U.S. monetary policy under the new Federal Reserve chair [9][10]. - Optimistic forecasts from institutions suggest gold prices could reach $6,600 per ounce by 2027, driven by sustained demand from central banks and investors. However, the end of the current bull market may hinge on U.S. economic conditions and Federal Reserve policies [11][12].

近期受关注事件 2026年2月3日，投资者就市值管理计划及控股股东增持计划提问，公司董秘回应称将致力于稳健经营， 但未透露具体安排。同时，公司确认业务涉及黄金产品销售，但细节需参考定期报告。 行业政策现状 经济观察网 根据公开信息，特力A（000025）近期有以下值得关注的动态，主要基于公司公告、投资者 互动及市场分析： 资金走向 截至2026年2月2日收盘，特力A主力资金净流出1979.37万元，占总成交额10.49%，股价报收17.58元， 下跌2.39%。这一数据反映短期资金面变化，需结合市场情绪跟踪后续流向。 公司基本面 2025年三季报显示，公司前三季度主营收入11.67亿元，同比下降43.56%，但归母净利润1.24亿元，同 比上升14.36%，盈利能力有所改善。未来需关注2025年年报的发布（通常于次年1-4月披露），以验证 全年业绩趋势。 市场分析指出，黄金价格波动及深圳国资改革预期可能影响公司长期发展。例如，部分观点认为黄金牛 市或提升公司黄金回收业务的业绩弹性，而国资整合预期需关注政策落地进展。但此类因素存在不确定 性，需以官方公告为准。 公司估值 当前市盈率TTM为52.30倍，市净率4 ...

Core Viewpoint - The international gold price has stabilized above $5000 per ounce, marking a significant increase compared to the previous month, driven by various economic and geopolitical factors [1][3]. Price Trends - On January 26, the international gold price first surpassed the psychological barrier of $5000, reaching a record high of $5111.17 per ounce before experiencing a brief decline and rebounding above $5000 in early February [3]. - In 2025, the international gold price increased by 67%, the best annual performance since 1979, with a rapid rise from $3000 in March to over $5000 by January 2026, reflecting a total increase of over 215% since September 2022 [3]. Influencing Factors - Key factors driving the rise in gold prices include investor expectations regarding the Federal Reserve's monetary policy, ongoing inflation issues, and downward pressure on the U.S. economy [3]. - Geopolitical events, such as U.S. tariffs on Canada and military movements in the Middle East, have heightened market tensions, prompting investors to seek refuge in gold [5]. - Central banks globally have been consistently purchasing gold, with annual purchases exceeding 1000 tons from 2022 to 2024, and China's gold reserves reaching 7415 million ounces by the end of 2025 [5]. Market Dynamics - The gold ETF market has seen significant inflows, with approximately 112 billion yuan entering China's gold ETFs in 2025, leading to a total management scale of 242 billion yuan by the end of the year [5]. - The price of gold varies significantly across different sales channels, with bank investment gold bars priced between 1135-1141 yuan per gram, while brand jewelry prices exceed 1570 yuan per gram [7]. Future Outlook - Analysts have differing views on future gold prices, with Goldman Sachs raising its 2026 year-end target to $5400 per ounce, while Jefferies Group suggests a target of $6600 per ounce [7]. - Technical analysis indicates key support levels at $5000 and $4800, with resistance levels at $5150 and $5200 [8]. - Factors supporting future price increases include the Federal Reserve's potential interest rate cuts, ongoing central bank demand for gold, geopolitical uncertainties, and the expanding U.S. fiscal deficit [10].

最近国际黄金市场出现了大幅波动，2026年1月底，COMEX黄金在1月30日单日跌幅达8.35%，现货黄 金累计暴跌超10%，现货白银一度重挫35%。 这种急跌让不少投资者联想到2013年那场令人记忆深刻的 暴跌，但仔细分析后发现，这次的情况与2013年有着本质区别。 当时出现的"中国大妈抢金潮"成为市场焦点。 在北京、上海等地的金店中，人们争相购买金条和金 饰，有人甚至携带数十万现金在1500美元附近抄底。 2013年4月金银珠宝类社零同比增速达72.16%，较 3月26.3%的增速显著提升。 2013年中国黄金消费需求增长32%至1065.8吨，创历史新高。 然而，这些 抄底行为最终未能扭转跌势，金价于2013年12月跌至1180美元年度低点，大量散户投资者在高价抢购的 黄金最终在2018年才逐渐解套。 与2013年相比，2026年的黄金市场在宏观背景上存在根本差异。 2013年暴跌标志着黄金十年牛市的终 结，而当前黄金牛市行情尚未结束。 2025年年初至今，黄金价格不断攀升，伦敦黄金现货价格创历史 新高，升至4643美元/盎司。 货币政策环境也截然不同。 2013年美联储明确释放退出量化宽松信号，市场预 ...

Core Viewpoint - The global gold market has experienced a historic surge, with spot gold prices surpassing $5000 per ounce for the first time, driven by various factors including changes in U.S. monetary policy and geopolitical tensions [1][3][4]. Group 1: Market Dynamics - As of January 26, 2026, spot gold prices reached a peak of $5111 per ounce, marking a significant increase of over 17% within the first month of the year [1]. - The relationship between gold and the U.S. dollar has shifted, with both assets rising simultaneously, contrary to the traditional view that a strong dollar leads to weaker gold prices [3]. - Central banks have become major buyers in this gold bull market, with China's gold reserves reaching 74.15 million ounces by the end of December 2025, marking 14 consecutive months of increases [3]. Group 2: Influencing Factors - The Federal Reserve's shift to a rate-cutting cycle has weakened the dollar, reducing the holding costs of gold and enhancing its appeal as a safe-haven asset [4]. - Geopolitical risks, including tensions in the Middle East and disputes between the U.S. and Europe, have further increased demand for gold [6]. - The performance of gold mining companies has been robust, with Zijin Mining expecting a net profit of 51 to 52 billion yuan for 2025, reflecting a year-on-year increase of 59% to 62% [6]. Group 3: Investment Trends - The enthusiasm for gold investments is evident, with the largest domestic gold ETF surpassing 100 billion yuan in scale for the first time, and total assets under management for seven gold ETFs reaching 267.9 billion yuan [6]. - Regulatory measures have been introduced to cool down the market, including restrictions on trading for certain clients and increased risk assessments for gold investment products [7]. - Analysts express caution regarding potential profit-taking and market volatility, noting that previous surges in gold prices have led to periods of consolidation [9]. Group 4: Future Outlook - Gold mining companies are actively expanding production, with Zijin Mining planning to increase its gold output to 105 tons in 2026, up from approximately 90 tons in 2025 [11]. - The gold market has seen unprecedented growth, with a 70% increase in international gold prices in 2025, the largest annual gain since the 1979 oil crisis [11]. - Optimistic forecasts for gold prices have emerged, with institutions like Goldman Sachs and Bank of America raising their price targets significantly, driven by sustained demand from central banks [9].

出品｜搜狐财经 作者｜汪梦婷 编辑｜杨锦 近日，一则来自香港资本市场的消息，为"疯狂的黄金"写下一个戏剧性的注脚。 英皇娱乐酒店公告称，其从酒店大堂地砖中拆出并出售了79公斤黄金，变现近亿港元，相较原始购入成本940万港元，收益高达10倍。 这并非孤例，而是全球历史性黄金牛市中的一朵浪花。自2025年以来，国际金价迎来史诗级暴涨，接连突破3000美元/盎司、4000美元/盎司两大整数关口， 全年涨幅超过60%。进入2026年，黄金上涨势头更是强劲，金价一度触及每盎司5500美元的高位。 "这个金价，孙悟空来也要把金箍棒卖了。"网友的戏谑之词，折射出当下黄金堪称疯狂的行情。而这股涨价潮，也席卷到了一个意想不到的领域——奢侈品 手表。 据搜狐财经观察，在黄金牛市的刺激下，许多曾象征身份与品味的奢侈品金表，正被急于变现的持有者们投入熔炉。 名表"上秤"，按克计价 当金价站上云端，许多奢华手表的命运被彻底改写。 2026年开年，国际金价再创历史新高，连续突破每盎司5000美元、5100美元两道历史性大关，一度飙升至5500美元上方。 国内金价同步上涨，黄金回收价也水涨船高。2026年开年，国内部分主流金饰品牌报价冲上 ...