| | | | 8月黄金VIP学员战绩汇总表 (翁富豪) | | | | | --- | --- | --- | --- | --- | --- | --- | | | ಳಿ | 7:00 | 7:20 | 3295 | 3288 | 6 | | 8月1日 | ਡੇ | 20:30 | 20:37 | 3301 | 3335 | 33 | | | ਡੇ | 21:08 | 21:15 | 3339 | 3354 | 14 | | 8月4日 | ਤੇ | 15:22 | 15:30 | 3358 | 3351 | -7 | | | ਡੇ | 20:41 | 21:52 | 3367 | 3385 | 23 | | | 空 | 22:03 | 22:22 | 3384 | 3374 | 9 | | | H | 22:38 | 23:31 | 3379 | 3371 | 8 | | 8月5日 | PSH | 10:16 | 13:18 | 3381 | 3367 | 13 | | | ਝ | 15:02 | 15:35 | 3366 | 3375 | 8 | | | 空 | 21:30 | 22:23 | 3371 ...

Group 1: Bitcoin Market Dynamics - Bitcoin has surpassed $124,000 per coin, reaching a new historical high, indicating increased investor confidence in risk assets globally [1][3] - In Q2 2025, U.S. listed companies purchased approximately 131,000 bitcoins, an 18% increase from the previous quarter, with Strategy holding the largest amount at about 629,000 bitcoins [3][4] - The recent surge in Bitcoin prices is attributed to favorable legislative conditions for crypto assets under the Trump administration and the growing trend of companies accumulating Bitcoin [6] Group 2: Cryptocurrency Market Performance - Other major cryptocurrencies, including Ethereum (ETH), Dogecoin (DOGE), and Cardano (ADA), have also seen significant price increases, reflecting a broader rally in the digital asset market [4][5] - In the last 24 hours, over 107,000 traders experienced liquidations, totaling approximately $431 million, with long positions accounting for $149 million and short positions for $283 million [5][6] Group 3: Gold Market Trends - Spot gold prices have risen sharply, reaching over $3,374 per ounce, recovering previous losses amid the cryptocurrency rally [2][8] - The decline in the U.S. dollar index and a slight decrease in the 10-year U.S. Treasury yield have provided support for gold prices [9][10] - Market expectations for a potential interest rate cut by the Federal Reserve in September have further bolstered optimism, contributing to the rise in gold prices [10]

Core Viewpoint - Bitcoin has reached a new historical high, surpassing $124,000 per coin, indicating a strong bullish sentiment in the market, alongside a significant increase in gold prices [2][5][12]. Bitcoin Market Summary - Bitcoin broke the $120,000 mark for the first time in July, and the recent surge to over $124,000 reflects increased investment in risk assets globally [6]. - In Q2 2025, U.S. listed companies purchased approximately 131,000 bitcoins, an 18% increase from the previous quarter, with Strategy holding about 629,000 bitcoins, making it the largest corporate holder [6][7]. - Other major holders include Marathon Digital Holdings with 50,639 bitcoins and several other companies with significant holdings [7]. Cryptocurrency Market Overview - Besides Bitcoin, major cryptocurrencies like Ethereum (ETH), Dogecoin (DOGE), and Cardano (ADA) have also seen notable price increases [8]. - The overall market sentiment appears positive, correlating with the performance of the U.S. stock market, which has also reached new highs [13]. Liquidation Events - In the last 24 hours, over 107,000 traders were liquidated globally, with a total liquidation amount of $431 million, including $149 million from long positions and $283 million from short positions [10][11]. - The largest single liquidation occurred on Bybit-BTCUSD, valued at $10 million [10]. Gold Market Summary - Spot gold prices surged to over $3,374 per ounce, recovering previous losses amid the rising digital asset market [4][15]. - The decline in the U.S. dollar index and a slight decrease in the 10-year U.S. Treasury yield have provided support for gold prices [17]. - Market expectations for a potential interest rate cut by the Federal Reserve in September have further fueled optimism, contributing to gold's price increase [17]. Regulatory Environment - Analysts attribute Bitcoin's continued rise to favorable legislative conditions for crypto assets under the Trump administration, along with the growing trend of companies accumulating Bitcoin [12].

紫金黄金国际招股说明书拆解 紫气东来，金藏锋芒 2025 年 08 月 13 日 ➢ 公司是紫金矿业的所有黄金矿山（除中国之外）整合而成的全球领先黄金开 采公司。公司控股股东为紫金矿业，实际控制人为上杭县财政局。公司是全球黄 金开采行业增速最快的公司之一。公司从 2007 年收购塔吉克斯坦吉劳/塔罗金 矿起步，截至 2024 年底，公司的黄金储量以及 2024 年的黄金产量分别位居全 球第九和第十一。2022-2024 年公司归母净利润的复合年增长率为 61.9%。 ➢ 横向对比而言，公司是高成长黄金企业，成本管理优异。一方面，公司矿产 金体量在一线黄金企业中排名靠后，过去三年产量增速最快，2022-2024 年权益 产量年化增速 9.6%，在一众样本企业中增速最快，成长性最为出色。另一方面， 公司的旗下矿山品位并非行业最优，但成本优势突出，体现出公司出色的运营能 力。同国内代表性企业相比，受制于矿山品位差异，当前公司的综合成本相对较 高，后续仍有改善空间。同时公司可以充分发挥矿山禀赋优势，针对品位高的矿 山，公司可以充分发挥资源优势，实现成本最优化。 ➢ 公司的核心竞争力体现为五环归一，实现经济效益最大化。 ...

1小时，金价维系底部小范围震荡，昨晚数据下并没有带来太大的波动，周一下跌也是对黄金加税落空 以及CPI数据利多延迟美联储降息预期的反应，今天同样重点在于3365美元，而不在于支撑位置，下跌 行情死盯着下跌前高点即可，支撑是用来离场不是用来进场。 今天，我认为同样靠近3355附近空黄金，防守在3365上方比如3368即可，向下关注3335/3325/3316美元 即可，本身就是震荡行情不用过度紧张，另外要注意3365美元上方是否被突破，也就是说一旦突破了 3365就不能再反复空，看似位置越高越好其实反弹高了说明跌不动了 来源：夏赢论金66 ...

Group 1 - In July, U.S. inflation indicators showed a gradual recovery, leading to a slight increase in international gold prices, with COMEX gold rising by 0.11% [1] - Gold-related ETFs experienced gains, with Huaxia Gold ETF (518850) up by 0.16% and Gold Stock ETF (159562) rising by 0.91%. Notably, Jiangxi Copper's stock surged over 5%, while Huayu Mining, Zijin Mining, and Tongling Nonferrous Metals also saw significant increases [1] - The non-ferrous metal ETF (516650) rose by 1.03%, with holdings like Bowei Alloys hitting the daily limit, and other stocks such as Huayu Mining, Huafeng Aluminum, and Huaxi Nonferrous Metals showing strong performance [1] Group 2 - Gold mining companies are reporting strong performance in their 2025 semi-annual reports, with notable growth in companies like Western Gold, Hunan Gold, Shandong Gold, and Zhongjin Gold, attributed to high gold prices [1] - Despite increasing expectations for U.S. Federal Reserve interest rate cuts, analysts from Galaxy Futures suggest that the gold market lacks sufficient upward momentum, indicating potential for further adjustments and a high-level range-bound trading pattern in the future [1] - As market consensus on long-term gold price increases solidifies, the investment logic for gold stocks is shifting from short-term production growth to a greater focus on company reserves, highlighting the value of companies with larger reserves [1]

● 本报记者 董添 近期，上市公司陆续披露2025年半年报及2025年半年度业绩预告。从黄金行业上市公司业绩看，受金价 高企影响，黄金行业上市公司业绩表现不俗。业绩回暖的同时，相关上市公司频繁获机构调研。从机构 调研的内容看，未来黄金产量、黄金产能扩张计划、公司成本变化等，是机构普遍关心的问题。 业绩大幅好转 从产业链角度看，黄金矿产开采端上市公司业绩普遍表现良好，包括西部黄金、湖南黄金、山东黄金、 中金黄金在内的多家上市公司业绩出现较为明显的增长。 山东黄金预计2025年上半年实现归属于母公司所有者的净利润为25.5亿元至30.5亿元，同比增长84.3% 到120.5%。2025年上半年，公司统筹优化生产布局，强化核心技术攻关，提升精细管理水平，在科学 匹配项目建设的同时，显著提升运营效能，实现生产效率与资源利用率、项目建设速度的协同提升，同 时叠加黄金价格上行因素，公司利润同比涨幅较大，持续巩固了向上向好向优发展态势。 西部黄金预计2025年半年度实现归属于母公司所有者的净利润为1.3亿元至1.6亿元，同比增长96.35%至 141.66%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净 ...

我很庆幸你能停下脚步花几分钟看我的文章，一点小建议，分享出来希望能帮助到各位投资者。张德盛作为一 位分析师做了这么多年投资，像近两天的行情，我经历过很多次了，你现在的心态我也能猜到八九不离十。不 要怨恨市场，也不要怪自己。做投资，都是想盈利的，也是我们投资的目的，我懂。但是你亏损了，原因很 多，但严重的无非就那几种：不带止损、扛单爆仓，主观意识太强、执行力太差、害怕怀疑心理、否定消极心 理等等，这只是总结的部分，如有上述情况或其他情况，可以和我好好聊聊，相信我一定能为你排忧解难。一 起来看看笔者对黄金的一些见解，希望张德盛对行情的预判可以给大家带来一些帮助。大家好，我是张德盛！ 添加可了解每日行情实时动态！ 国内沪金，积存金走势： 国内黄金今日冲高回落，沪金最高791,最低回落782，积存金784，最低回落776，上周四张德盛也是提示大家 多获利出局了，本周交易的时间要放在周二CPI数据后，等数据影响走出来，才能继续回落多。4小时图中沪金 本周看775支撑，积存金看767的支撑。 国际白银走势分析： 现货白银4小时级别的最新情况，白银价格今日开盘38.3，开盘后白银开始回落，截止目前最低37.8，今日白银 就 ...

来源：赛博AI实验室 以下是关于黄金的多维度综合分析报告，结合最新市场动态、政策影响及社会事件，分板块呈现核心信 息： 一、金价动态与市场展望 当前走势 国际金价：8月11日开盘后震荡下行，纽约期金从3405美元高位跌至3367美元，跌幅近1.5%。技术面显 示3360-3370为关键支撑，3400-3410为压力位。 国内金价：首饰金价维持高位（周大福等品牌约1020元/克），但投资金条（如深圳水贝市场）仅781 元/克，价差显著。 波动诱因：美国CPI数据公布前多空博弈、瑞士关税政策反复、美俄会谈降低避险需求。 机构预测 看涨观点：高盛预测2026年金价或突破4000美元；开源证券称"降息+特朗普政策"将支撑长期牛市。 风险警示：短期追高需谨慎，马光远等学者认为黄金"非理想投资品"，泡沫风险存疑。 中国新规：8月1日起，现金购黄金/钻石超10万元需上报，严打洗钱行为。 美国政策：养老金401(k)计划纳入比特币、黄金等另类资产，或改变储蓄结构。 三、消费与投资趋势 消费行为变化 二、地缘政治与政策冲击 瑞士关税危机 事件核心：美国对瑞士征收39%关税，因瑞士对美615亿美元顺差中60%来自黄金转口贸易。 ...

Group 1 - The core viewpoint of the articles highlights the significant impact of the weak U.S. non-farm employment data on the financial markets, leading to a surge in gold prices and a high probability of interest rate cuts by the Federal Reserve [1][3] - The U.S. added only 73,000 jobs in August, with the unemployment rate rising to 4.2%, marking the worst performance of the year [1] - Gold prices soared by 2.23% in a single day, surpassing the $3,360 mark, reaching a new weekly high [1] Group 2 - Four key drivers are influencing the gold market: the imminent interest rate cuts, ongoing geopolitical tensions, continuous central bank gold purchases, and the rising U.S. debt levels [3][4] - The actual yield on 10-year U.S. Treasury bonds has dropped to a historical low of 0.51%, reducing the opportunity cost of holding gold [3] - Global gold demand reached 1,249 tons in Q2, a 3% year-on-year increase, with a 45% surge in value terms, setting a historical record [3] Group 3 - The technical outlook for gold indicates a potential upward movement, with prices currently above $3,350 and targeting the $3,400 resistance level [4] - A breakthrough above $3,450 could lead to further increases towards $3,500 or even $3,700, while the current phase is characterized by strong support from short-term moving averages and bullish sentiment [4] - The upcoming trading competition by Lingfeng Precious Metals offers a platform for investors to engage in the gold market, with a prize pool exceeding $1 million [6]