Core Viewpoint - The price of spot gold has reached a historical high, surpassing $3500 per ounce, with a year-to-date increase of over 30% driven by expectations of a Federal Reserve interest rate cut [1][3]. Group 1: Gold Price Movement - On September 2, spot gold prices briefly exceeded $3500 per ounce, marking a historical peak [1]. - The New York gold and silver futures prices hit new highs, with December gold futures closing at $3546 per ounce, up 0.85%, and September silver futures at $41.05 per ounce, up 2.11% [3]. - London spot gold prices approached $3490 per ounce during trading, nearing historical highs [3]. Group 2: Domestic Gold Jewelry Price Increase - Domestic gold jewelry prices have seen significant increases, with brands like Chow Sang Sang pricing at 1041 RMB per gram, up 16 RMB from the previous day, and Lao Miao Gold at 1034 RMB per gram, up 11 RMB [4]. - The price of various gold and platinum jewelry items has been listed, with gold jewelry at 1041 RMB per gram and platinum jewelry at 470 RMB per gram [5][6].

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 铅锌日评20250902：区间整理 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025/9/2 指标 单位 | | | | | 变动 近期趋势 | 今值 | | | | | | 元/吨 16,725.00 SMM1#铅锭平均价格 | | | | | 0.00% | | | | | | | 沪铅期现价格 期货主力合约收盘价 元/吨 16,855.00 | | | | | -0.15% | | | | | | | 沪铅基差 元/吨 -130.00 | | | | | 25.00 | | | | | | | 元/吨 升贴水-上海 -20.00 升贴水-LME 0-3 美元/吨 -42.47 | | | | | - -1.40 | | | | | | | 升贴水-LME 3-15 美元/吨 -69.50 | | | | | -0.20 | | | | | | | 沪铅近月-沪铅连一 元/ ...

Fundamental Analysis - The price of spot gold reached a new historical high of $3508.74 per ounce, driven by increasing global economic uncertainty and strong expectations for a Federal Reserve rate cut this month [1][3] - On September 1, spot gold surged to over a four-month high, peaking at $3489.78 per ounce, closing at $3476.08 per ounce, reflecting investor sentiment towards a potential 25 basis point rate cut by the Federal Reserve [1][3] - The CME FedWatch tool indicates a 90% probability of a rate cut this month, with expectations of cumulative cuts of about 100 basis points by fall 2026, influenced by dovish comments from San Francisco Fed President Mary Daly [1][3] Dollar Influence - The continuous decline of the US dollar has been a key catalyst for the rise in gold prices, with the dollar index hitting a five-week low of 97.52 and closing at 97.66, down approximately 0.17% [3] - The dollar has accumulated a decline of 2.2% as a result of a court ruling deeming many of Trump's tariff measures illegal, which has weakened the dollar's strong position [3] Global Political Risks - Political uncertainty in Europe, particularly with rising support for populist and far-right parties in the UK, France, and Germany, has further supported gold and silver prices [3][4] - The potential for political instability due to the inability to address immigration and cost of living issues has raised market concerns, contributing to a flight to safe-haven assets like gold [4] Market Sentiment - The strong performance of gold is attributed to a combination of Federal Reserve rate cut expectations, a weakening dollar, trade policy changes, and global political risks, enhancing the appeal of precious metals as safe-haven assets [4] - Traders are expected to focus on upcoming US employment data this week, which may influence market sentiment [4] Technical Analysis - The daily chart indicates that gold prices are approaching previous historical highs, suggesting potential for further upward movement if the $3500 level is breached [6] - Short-term trading strategies suggest attempting long positions in the range of $3485-$3490, with targets set around $3520-$3535 [7]

9月2日，A股指数走弱，截至10:48，共4600只个股下跌。 沪深两市成交额连续第70个交易日突破1万亿，较昨日此时有所缩量。 8月以来，两融余额连续多个交易日增长，期间9只个股获融资净买入超30亿元，寒武纪（688256.SH）、新易盛（300502.SZ）、胜宏科技 （300476.SZ）位居前三，分别获融资净买入68.95亿元、59.57亿元、59.1亿元，寒武纪、新易盛、天孚通信（300394.SZ）8月以来股价翻倍。 牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 数字货币、消费电子、算力硬件等板块跌幅居前。 | 稳定币 | 小基站 | eSIM-F | 智能IC | 数字货币 | | --- | --- | --- | --- | --- | | -5.76% | -5.40% | -5.21% | -4.91% | -4.87% | | 网络切片 | | 高速铜连接航天科工系第三方支付电子身份证 | | | | -4.64% | -4.49% | | -4.25% -4.24% | -4.21% | | 汽系 -4.60% | 卫星 ...

（原标题：现货黄金突破3500美元 机构：年底或至3700美元） 展望后市，多家国际机构表示看好黄金新一轮上涨空间。高盛预计到2025年年底，金价将升至每盎司 3700美元；到2026年中期，金价将进一步攀升至每盎司4000美元。摩根大通也预测2026年黄金价格将突 破4000美元/盎司，而且这一目标可能"比预期来得更快"。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 9月2日，现货黄金盘中突破3500美元/盎司，创下历史新高。年初至今，金价累计涨幅超33%。COMEX 黄金主力合约同步上涨，盘中最高涨近1%，最高报价3578.4美元/盎司。 截至12:00，报3563.0美元/盎司。A股市场上，黄金珠宝板块持续活跃，莱绅通灵、西部黄金等个股涨 停。现货黄金连续第六个交易日上涨，主要受美联储降息预期升温、节点渐进影响。 ...

投资咨询业务资格:证监许可【2012】31号 ITG国贸期货 贵金属数据日报 | | | | | 国贸期货研究院 | | 投资咨询号: Z0013700 | | | 2025/9/2 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 宏观金融研究中心 白素娜 | | | | | 从业资格号:F3023916 | | | | | | 日期 | 伦敦金现 | 伦敦银现 | COMEX黄金 | COMEX白银 | AU2510 | AG2510 | AU (T+D) | AG (T+D) | | 内外盘金 | | (美元/盎司) | (美元/盎司) | (美元/盎司) | (美元/盎司) | (元/克) | (元/千克) | (元/克) | (元/千克) | | 银15点价 - | | | | | | | | | | | 格跟踪 (本表数 | 2025/9/1 | 3478. 93 | 40. 52 | 3546. 90 | 41. 37 | 800. 56 | 9775.00 | 796. 65 | 9747.00 | | 据来 ...

投资咨询业务资格:证监许可【2012】31号 ITCE KIT | 品种 | 收盘价 | 我即一日变动 | 品种 | 收盘价 | 较削一 日本 | | --- | --- | --- | --- | --- | --- | | | | (%) | | | 动(%) | | 沪深300 | 4524 | 0.60 | IF当月 | 4511 | 0.1 | | 上证50 | 2981 | 0.16 | IH当月 | 2980 | 0.0 | | 中证500 | 7110 | 0.94 | IC当月 | 7015 | 0.3 | | 中证1000 | 7501 | 0.84 | IM当月 | 7381 | 0.2 | | IF成交量 | 144297 | -27.7 | IF持仓量 | 276618 | -5.7 | | IH成交量 | 54597 | -33.0 | IH持仓量 | તે જેવે રેણવે તાલુકામાં આવેલું એ તાલુકામાં આવેલું એ તાલુકામાં આવેલું એ તાલુકામાં આવેલું એ તાલુકામાં આવેલું એ | -10.2 ...

Group 1 - The three major indices experienced a collective pullback, with gold prices fluctuating after reaching $3,578, while the performance of gold-related ETFs showed divergence [1] - The non-ferrous metal ETF (516650) fell by 2.03%, with strong performances from stocks like Silver Holdings (601212) and Western Gold (601069), while companies like Huayou Cobalt (603799) and Tin Industry Co. (000960) led the decline [1] - Over the past five trading days, there has been a continuous inflow of 109 million, with a net inflow of 54 million yesterday, while the gold stock ETF (159562) fell by 1.08% [1] Group 2 - The expectation of a Federal Reserve interest rate cut has significantly increased, with the probability of maintaining rates in September dropping to 10.3% and the likelihood of a 25 basis point cut rising to 89.7% [1] - According to Debon Securities, the combination of the Fed's rate cut expectations and the gradual decline of the dollar's global status is accelerating the long-term logic, leading to sustained optimism for gold, which is expected to push silver prices higher [1] Group 3 - The non-ferrous metal ETF (516650) tracks the CSI segmented non-ferrous metal industry theme index, focusing on industrial metals like gold, copper, and aluminum, as well as rare earths and tungsten, with respective weights of 29.6% for copper, 14.4% for aluminum, 14.0% for rare earths, 13.5% for gold, and 7.1% for lithium [2]

9月2日午后，港股三大指数集体下跌，恒生科技指数跌超1.5%。盘面上，科网股多数下跌，内银股走 强，半导体板块回调，苹果概念股跌幅居前。主流ETF方面，恒生科技指数ETF（513180）跟随指数跌 超1%，持仓股中，中芯国际、华虹半导体、同程旅行、ASMPT、商汤、舜宇光学科技等领跌，近期热 度较高的阿里巴巴午后跌超1.5%。 阿里巴巴财报超预期，恒生科技有望回归AI叙事。截至9月1日，恒生科技指数ETF（513180）标的指数 的最新估值（PETTM）为22.05倍，处于指数2020年7月27日发布以来约23.92%的估值分位点，即当前 估值低于指数发布以来76%以上的时间。恒生科技当前仍处于历史相对低估区间，在美联储降息预期升 温、AI巨头阿里巴巴财报超预期的催化下，高弹性、高成长等特性使其具备更大的向上动能。没有港 股通账户的投资者或可通过恒生科技指数ETF（513180）一键布局中国AI核心资产。 每日经济新闻 交银国际指出，海内外流动性宽松周期下，港股有望延续向好势头。当前，我国流动性延续宽松，A股 市场情绪活跃，亦有望提振港股交易氛围。南向资金对港股科技等高景气度板块的配置需求保持旺盛， 资金净流 ...

10:42 # 黄金ETF总持合变化 更新时间:2025-08-2 980 975 970 965 960 955 950 945 940 2025-07-30 2025-06-18 2025-07-09 2025-08-15 EBC黄金ETF持仓报告解读 黄金ETF持仓报告 公布机构：美国SPDR Gold Trust 当前总持仓 977.68 吨黄金 基本面消息，9月1日亚市盘中，现货黄金大幅拉升，再创4月22日以来的高位，与此同时，COMEX黄金期货合约价格也显著上扬，最高逼近3560美元/盎 司。值得注意的是，在金价大涨之际，现货白银也显著破位，最高突破40美元/盎司，创2011年以来最高水平，年内涨幅超过40%。 有分析人士指出，黄金、白银的最新涨势可能归因于避险需求的复苏，周一亚太市场多数下跌，尤其是日本日经225指数在上周五华尔街科技股大跌后遭受 重创。另外，贸易方面重新出现的不确定性加剧了厌恶风险的市场状况。在市场清淡（周一美国市场因假期休市）的情况下，金价正迈向创纪录的高点3500 美元。 针对本轮贵金属的拉升，分析认为，投资者对美联储9月降息的预期不断升温，提供支撑。特朗普对美联储的反复攻 ...