经历连续多日拉涨，国际金价再度刷新历史高点。 9月1日上午，国际现货黄金高开。COMEX黄金价格盘中最高冲抵3552.4美元/盎司，突破 了8月初创下的3534.1美元/盎司的历史高点。而国内期货市场上，沪金主力合约2510早间 也大涨，盘中突破800元/克。 过去一周，金价持续上涨，现货黄金周内涨超80美元/盎司，涨幅超2%，同时创下近四个 月新高。COMEX黄金近一周也持续上涨，今日盘中站上3500美元关口。 受此影响，国内品牌金饰价格也达到近期高点。中新经纬9月1日查询发现，周大福金饰价 格为1027元/克，单克一周涨了18元；老庙黄金价格为1023元/克，单克一周涨了16元； 周六福足金999为1000元/克，一周上涨15元/克；老凤祥为1025元/克，单周上涨15元/ 克；周生生价格为1025元/克，单周上涨15元/克。 美国银行的分析师指出，有两个重要原因推高国际金价：一是美联储主席鲍威尔8月22日在 杰克逊霍尔全球央行年会上发言暗示即使美国通胀存在上行风险，美联储仍对降息持开放态 度后，市场对美联储9月降息的预期大幅升温，国际金价再次收于每盎司3400美元上方； 二是近期美联储理事库克遭特朗普免 ...

Report Summary 1) Report Industry Investment Rating - No information provided on the industry investment rating. 2) Core View of the Report - The US July PCE inflation data met expectations with a slight increase from the previous month, having little impact on the interest rate cut expectation. Combined with the dovish remarks of the Fed Chairman and the Trump's dismissal of Cook, the market sentiment is to continue betting on a Fed rate cut in September. The intense battle in the Donetsk town between Russia and Ukraine and the death of multiple senior Houthi officials in the Israeli military air - strike led to the COMEX gold breaking through the key resistance level of $3,500 on Friday night. Attention can be paid to the two important resistance levels of 790 and 800 for Shanghai Gold on Monday. The factors such as the Fed likely entering an interest rate cut cycle in the second half of the year, the easing of global trade frictions, and the continuous gold purchases by global central banks are all positive for the gold price [6]. 3) Summary by Related Information - **US Economic Data**: The annual rate of the US July core PCE price index was 2.9%, in line with the expected 2.90% and up from the previous value of 2.80%. The COMEX gold price rose 2.89% to $3,516.10 per ounce [6][9]. - **Market Catalysts**: The dovish remarks of the Fed Chairman, the Trump's dismissal of Cook, the intense battle in the Donetsk town between Russia and Ukraine, and the death of multiple senior Houthi officials in the Israeli military air - strike influenced the gold market [6]. - **Gold Price Outlook**: The COMEX gold broke through the $3,500 key resistance level on Friday night, and attention can be paid to the 790 and 800 resistance levels of Shanghai Gold on Monday. The second - half factors like the Fed's possible interest rate cut cycle, the easing of global trade frictions, and the continuous gold purchases by global central banks are favorable for the gold price [6].

Group 1 - International gold prices have reached a new historical high, with COMEX gold hitting $3552.4 per ounce, surpassing the previous high of $3534.1 per ounce set in early August [1][7] - Over the past week, gold prices have increased significantly, with spot gold rising over $80 per ounce, marking a more than 2% increase and reaching a nearly four-month high [1][7] - Domestic gold jewelry prices have also reached recent highs, with brands like Chow Tai Fook and Lao Miao seeing price increases of 18 yuan and 16 yuan per gram respectively [3] Group 2 - Analysts from Bank of America attribute the rise in international gold prices to two main factors: the Federal Reserve's open stance on potential interest rate cuts and recent concerns regarding the independence of the Federal Reserve following the dismissal of a board member [7] - The expectation of continued price increases is strong, with forecasts suggesting gold could reach $4000 per ounce by mid-2026 due to inflation and potential interest rate cuts [7]

Group 1 - COMEX gold prices rose over 1% on September 1, surpassing $3,550 per ounce, reaching $3,552.4 per ounce, while spot gold broke the $3,470 per ounce mark [2] - In August, the main gold futures contract on the New York Commodity Exchange saw a cumulative increase of over 5% [2] - Domestic gold jewelry prices also increased, with several brands' prices returning to over 1,000 yuan per gram, including Chow Tai Fook at 1,027 yuan/gram, up 12 yuan; and others like Luk Fook and Chow Sang Sang also showing similar increases [2] Group 2 - Domestic gold stocks surged, with Western Gold hitting the daily limit, and Hunan Gold rising by 8%, while other companies like Zhongjin Gold and Shandong Gold saw increases of over 6% [2] - The main driving factors for the rise in gold prices include expectations of potential interest rate cuts by the Federal Reserve, declining U.S. economic data, and pressure from the Trump administration on the Fed [2] - Several international financial institutions are bullish on gold, with UBS raising its 2026 mid-year gold price target to $3,700 per ounce, and Bank of America analysts predicting a rise to $4,000 per ounce by mid-2026 [3] Group 3 - Domestic analysts believe that the spot gold price breaking the $3,500 per ounce mark is only a matter of time, with expectations of an increase of $150 to $200, potentially reaching between $3,600 and $3,800 per ounce before the expected interest rate cuts in September [3]

Group 1 - International gold prices have significantly increased, with spot gold surpassing $3470 per ounce, reaching a new high since April 22, and COMEX gold futures also rising [1][6] - Domestic gold jewelry prices have followed suit, with multiple brands seeing prices return to over 1000 yuan per gram, including Chow Tai Fook at 1015 yuan (+0.59%) and Lao Feng Xiang at 1025 yuan (+0.89%) [1][2] - The gold jewelry index in A-shares and Hong Kong stocks surged by 4.56%, with companies like Western Gold and Yuguang Jin Lead hitting the daily limit [3][4] Group 2 - Analysts predict that the gold price will likely break the $3500 per ounce mark soon, driven by expectations of a potential interest rate cut by the Federal Reserve and declining U.S. economic data [6][9] - Several gold mining companies have reported growth in revenue and profit for the first half of 2025, including Shandong Gold and Zhongjin Gold, benefiting from high gold prices [6] - Long-term investment strategies are focusing on gold as a hedge against inflation, with recent market movements indicating a potential for further price increases [7]

Core Viewpoint - International gold prices have significantly increased, with spot gold surpassing $3,470 per ounce, marking the highest level since April 22 [1]. Group 1: Gold Price Movement - As of September 1, spot gold reached $3,474.1 per ounce, while the COMEX gold futures contract was at $3,542.9 per ounce [1]. - The price of gold jewelry in China has also risen, with major brands reporting prices above 1,000 yuan per gram, reflecting daily increases of 0.59% to 0.91% [5][6]. Group 2: Market Reactions - The Wind Gold Jewelry Index surged by 4.56%, with stocks like Western Gold and Yuguang Gold hitting the daily limit up [6]. - Specific stock performances included Yuguang Gold and Western Gold both increasing by 9.99%, while other companies like Chaohongji and Hunan Gold also saw significant gains [7]. Group 3: Expert Analysis - Experts predict that gold prices could break the $3,500 per ounce mark soon, with potential for further increases to between $3,600 and $3,800 per ounce [11]. - Factors contributing to this bullish outlook include expectations of a Federal Reserve rate cut, declining U.S. economic data, and political pressures on the Fed [11]. Group 4: Broader Economic Context - The recent U.S. inflation data has strengthened market expectations for a rate cut by the Federal Reserve in September, which may further support gold prices [13]. - The overall performance of gold mining companies has improved, with many reporting year-on-year revenue and profit growth in the first half of 2025 [11].

截至发稿，周大福金饰报价1015元/克，单日上涨0.59%；老凤祥金饰报价1025元/克，单日上涨0.89%；周六福金饰报价1000元/克，单日上涨 0.91%；老庙黄金金饰报价1015元/克，单日上涨0.2%。 见习记者丨李益文 编辑丨叶映橙 刘雪莹 9月1日，国际金价上涨显著，盘中，现货黄金突破3470美元/盎司，创4月22日以来新高，COMEX黄金主力合约同步上涨。截至11:46，现货黄 金报3474.1美元/盎司，COMEX黄金主力合约报3542.9美元/盎司。 | W | 伦敦金现 | | | | | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | 3474.105 | 昨结 3446.805 | | 开盘 3450.200 | | | +27.300 +0.79% | 总量(kg) 0.00 | 现手 | | 0 | | 最高价 3486.160 | 持 仓 | 0 4 | | O | | 最低价 3436.548 | 增 仓 | 0 K | | O | | 分时 日 | HK 周Ｋ | 月Ｋ | 电子 | | | 壹加 | | ...

Core Viewpoint - The significant rise in international gold prices, with spot gold surpassing $3,470 per ounce, is attributed to expectations of potential interest rate cuts by the Federal Reserve, declining U.S. economic data, and pressure from the Trump administration on the Fed [1][2]. Group 1: Gold Price Movement - As of September 1, spot gold reached $3,475.25 per ounce, while COMEX gold futures rose to $3,543.7 per ounce [1]. - Domestic gold jewelry prices also increased, with brands like Chow Tai Fook and Lao Feng Xiang seeing price rises of 0.59% and 0.89% respectively [1]. - The gold jewelry index in the A-share market surged by 4.77%, with companies like Western Gold and Yuguang Gold rising over 9% [1]. Group 2: Market Analysis - Analyst Song Jiangzhen predicts that gold prices could reach between $3,600 and $3,800 per ounce, with a potential increase of $150 to $200 after surpassing $3,500 [2]. - Factors supporting the upward trend in gold prices include a declining U.S. dollar index, concerns over U.S. political stability, and preferences for gold reserves in certain U.S. states [2]. - Recent U.S. inflation data indicated a 2.9% year-over-year increase in the core personal consumption expenditures price index, reinforcing market expectations for a Fed rate cut in September [3].

现货黄金刚刚突破3460.00美元/盎司关口，最新报3460.02美元/盎司，日内涨0.35%。COMEX黄金期货 主力最新报3530.30美元/盎司，日内涨0.40%。 ...

每经AI快讯，9月1日，现货黄金日内涨幅扩大至1%，报3483.23美元/盎司。 ...