比特币再度逼近10万美元。 比特币拉升 5月8日，比特币持续拉升，再度逼近10万美元，截至发稿，比特币报99753.7美元，24小时内涨近3%。 除了比特币，其他虚拟货币亦大涨，其中，特朗普币涨超12%，狗狗币涨超6%，以太坊、艾达币涨超5%，索拉纳币涨近5%。 | | SOL $47.7亿 +7.8% | 154.8 | +4.88% | | --- | --- | --- | --- | | | XRP $33.1亿 +6.9% | 2.212 | +3.34% | | | DOGE | 0.1838 | | | | $16.3亿 +8.8% | | +6.11% | | | SUI | 3.725 | +10.1% | | | $13.2亿 +12.4% | | | | | BNB | | | | | $7.1亿 +4.5% | 617 | +1.96% | | | ADA | | | | | $6.3亿 +4.8% | 0.7222 | +5.57% | | 4 | LTC | 92.57 | +0.7% | | | $5.3亿 +0.7% | | | | | LINK | 14.87 | +7.05 ...

Core Viewpoint - The gold market is experiencing significant volatility, with recent fluctuations in prices prompting both short-term adjustments and long-term investment considerations [9][11]. Price Movements - As of May 7, London gold spot prices fell by 1.5%, dropping below the 3380 mark, while COMEX gold futures decreased by nearly 0.9% [1][2]. - On May 8, London spot gold rebounded, reaching a high of 3413.73 USD/oz, indicating a quick recovery in the market [3]. Market Trends - The gold market has undergone a notable adjustment, with jewelry gold prices falling below 1000 CNY, and international gold prices nearly dropping below 3200 USD [6]. - Despite recent declines, many leading brands have seen their gold prices and international gold prices rise again following the holiday period [6]. Institutional Insights - Analysts from Galaxy Securities suggest that while the medium to long-term value of gold remains recognized, short-term price corrections are expected, potentially ranging from 5% to 10% [9]. - The increase in gold prices since early 2025 has been driven by significant inflows into ETFs, with a reported 29.4% rise in the first four months of 2025 [9]. Central Bank Activities - The People's Bank of China has increased its gold reserves for six consecutive months, reaching 7.377 million ounces by the end of April, indicating a structural shift in gold allocation [11]. - UBS Wealth Management anticipates that global central banks will purchase approximately 1000 tons of gold by 2025, with ETF net purchases expected to reach 450 tons [11]. Investment Risks - Financial institutions have issued warnings regarding the risks associated with gold price volatility, advising investors to be cautious, especially those using leverage for investments [10][11]. - The current market conditions suggest that gold prices may face pressure from potential Federal Reserve interest rate decisions and ongoing geopolitical uncertainties [11].

今天值得关注的国内外新闻有： 【宏观要闻】 商务部：中方愿同各国一道加强合作 促进跨境电商健康可持续发展 5月2日起美国正式取消对华小额包裹免税政策，一些国家的零售商近期调整甚至暂停了对美业务。对此 商务部新闻发言人表示，跨境电商直接满足了各国消费者个性化的需求，具有效率高、到货快、费用省 等独特的优势，近期美方取消对华小额免税政策，这将损害两国企业和消费者的利益，对此我们坚决反 对。我想强调的是，美方取消对华小额免税政策，改变不了跨境电商快速发展的势头，我们愿意同各国 一道加强合作，共同营造公平可预期的政策环境，促进跨境电商健康可持续发展。(央视新闻） 美联储主席：不打算先发制人地降息，将继续观望 北京时间5月8日凌晨，美联储最新的议息决议将联邦基金利率的目标区间维持在4.25%-4.5%不变，符合 市场预期。此前3月，美联储同样维持上述利率不变，去年，美联储累计降息100个基点。 在随后的新闻发布会上，美联储主席鲍威尔表示，由于当前通胀仍高于目标，美联储不打算先发制人地 降息。在看到更多数据前，美联储并不知道该对这些数据作何反应。鲍威尔表示，现在判断美联储双重 任务—高就业率和稳定物价—中的哪一项更重要还 ...

新华财经北京5月8日电在经历了本周前两个交易日连续拉涨之后，周三（5月7日）国际金价高位回调。 周四（5月8日）亚洲交易时段，金价更是冲高回落。以下是部分机构的观点： 瑞达期货表示，美联储于5月议息会议中如期按兵不动。利率决议公布后，市场预期今年仍有3次的降息 空间。短期来看，鲍威尔的鹰派言论叠加黄金高位回调需求，短期内或对金价形成一定压制，但经济转 弱预期下的未来降息预期仍利多金价长期的看涨逻辑。现有的关税水平足以推动美国本土的通胀升温， 抬升经济"滞胀"风险，以及全球供应链的受阻，加之美国债务规模持续扩张将持续影响美元信用以及央 行持续购金提供长期支撑，黄金中长期看多逻辑维持不变，但短期内回调压力仍存。 东海期货表示，美元走强压制黄金上行。美联储如期将指标利率稳定在4.25%-4.5%区间，表示通胀和失 业率上升风险加剧，美国经济前景仍不明朗。美国一季度GDP环比负增长0.3%且一季度核心PCE同比升 至3.5%，印证关税政策加剧滞胀风险的逻辑。4月非农新增就业17.7万人超预期，失业率则稳定在 4.2%，就业市场表现韧性犹存。当前市场开始计价美联储可能推迟至7月行动。整体来看，在美元信用 下滑及全球地缘 ...

Group 1: Market Overview - The global financial market is undergoing profound changes, with gold's value as a safe-haven asset becoming increasingly prominent [1] - A bullish trend in the gold market is expected to surge in 2025, attracting significant investor interest [1] - Geopolitical tensions, high inflation, and uncertainties in the Federal Reserve's monetary policy are reigniting gold's status as the "king of safe-haven assets" [1] Group 2: Economic Indicators - Recent U.S. non-farm payroll data exceeded expectations, adding 177,000 jobs, which briefly boosted the dollar but raised concerns about economic overheating and policy lag [3] - The volatility in non-farm data adds complexity and opportunities to the gold market [3] - The Federal Reserve's meetings serve as a "weather vane" for the gold market, with fluctuating interest rate expectations driving gold's demand [3] Group 3: Geopolitical Factors - Geopolitical events such as the Israel-Palestine conflict and tensions between India and Pakistan amplify gold's price volatility [4] - Major financial institutions like Goldman Sachs have raised their 2025 gold price target to $3,700, with extreme scenarios suggesting it could reach $4,500 [4] - The strategic value of gold in a stagflation environment is emphasized by firms like UBS and Morgan Stanley [4] Group 4: Investment Opportunities - Investors are encouraged to choose professional platforms to capitalize on the multi-dimensional opportunities in the gold market [6] - Wanzo Gold's promotional offerings, including a $30,000 bonus for new customers, enhance leverage and trading flexibility [6] - The company provides a low-cost trading environment with spreads as low as $20 per contract and a zero-commission policy [6] Group 5: Risk Management and Support - Wanzo Gold offers a reliable negative balance protection mechanism to safeguard investors' accounts during extreme market fluctuations [7] - The platform provides 24/7 online support to assist investors with account and trading inquiries [7] Group 6: Strategic Positioning - The current gold market is characterized by "high volatility and high opportunity," creating rich trading prospects for investors [10] - Wanzo Gold's comprehensive trading platform supports flexible operations regardless of market direction, utilizing the MT5 international trading system [9] - The company emphasizes a dual protection system for fund security and service experience, ensuring client funds are managed separately from operational funds [9]

美国银行的大宗商品分析师们不再小心翼翼，他们对黄金前景的看法变得非常激进。 分析师们表示："到目前为止，贸易争端主要通过扰乱供应链和削弱信心来影响经济。巧合的是，美元 也随着这些情况的发展而下跌......我们仍然认为，黄金最终可能成为比美国国债风险更低的投资选择。" 尽管美国总统特朗普将他的全球关税政策描述为减少政府债务的策略，但美国银行的经济学家们认为， 关税并不是可靠的收入来源，并且随着经济增长放缓和消费者价格上涨，关税往往会引发经济不确定 性。 经济学家们表示："关税是特朗普政策工具包中的一个重要部分，但不幸的是，它们也影响了通胀预 期。这让美联储陷入了困境：经济活动的放缓，加上总体价格水平的上行压力，意味着实际利率将保持 在较低水平——这也对黄金价格起到了支撑作用。" 虽然美国银行认为今年夏天之后黄金价格有达到4000美元的可能性，但分析师们也指出，价格处于高位 对珠宝需求产生了压力，短期内黄金价格似乎在3000美元上方获得了有力支撑。 分析师们表示："就目前的资金流向而言，黄金价格可以稳定在每盎司3000美元以上，但不会超过3500 美元。" 在周三发布的一份报告中，由迈克尔・维德默（Michae ...

Core Viewpoint - The recent increase in gold prices has led multiple commercial banks in China to raise the minimum investment threshold for gold accumulation products, prompting investors to be cautious about investment risks [1][2][6] Group 1: Changes in Investment Thresholds - China Merchants Bank announced an increase in the minimum investment amount for gold accounts from 800 yuan to 1000 yuan, marking the largest adjustment this year [1] - Construction Bank raised its minimum investment for personal gold accumulation from 800 yuan to 1000 yuan [1] - Bank of China adjusted its minimum purchase amount for gold accumulation products from 750 yuan to 850 yuan [1] - Everbright Bank increased its fixed investment threshold from 700 yuan to 1000 yuan [2] - Other banks, including Industrial and Commercial Bank of China, Bank of China, and others, have also raised their minimum investment amounts, now generally ranging between 750 yuan and 1000 yuan [2] Group 2: Reasons for Adjustments - The increase in minimum investment thresholds is attributed to the continuous rise in gold prices, with both London cash and Shanghai gold prices increasing by over 20% this year [6] - Banks are raising thresholds to filter for investors with stronger risk tolerance and to enhance investor suitability management [6] - In addition to raising the investment threshold, banks are also lowering interest rates on gold accounts and optimizing risk assessment for gold accumulation products [6]

＂这波行情比过山车还刺激！＂ 当国内投资者还在享受五一假期时，国际金价已悄然完成V型反转。5月6日早盘，伦敦金现冲破3380美 元/盎司，国内金饰价格单日暴涨近30元/克，直接把＂黄金大涨＂送上热搜榜首。这场看似突然的暴 涨，实则暗藏三重博弈密码。 美元指数跌破100关口，像极了电量不足的手机——明明显示还有20%，转眼就自动关机。美联储的议 息会议即将揭晓答案，但市场早已嗅到端倪：当美国非农数据超预期时，黄金短暂回调；可当特朗普关 税政策出台，资金立即掉头冲回黄金怀抱。 高盛的最新预测堪称＂疯狂三连击＂：2025年底看3700美元，2026年中期看4000美元，极端情况下剑指 4500美元。这组数字背后的逻辑很直白——全球央行正在上演＂集体抢金＂，中国黄金ETF规模一季度 激增167亿元，创历史新高。 当00后开始租黄金结婚，当大妈们从抢金饰转向囤金条，这场黄金盛宴正在改写投资规则。银河证券给 出两条明路：短线看美联储脸色，长线盯紧地缘政治。而光大期货的提醒更实在：金价已进入＂高空走 钢丝＂阶段，3150-3550美元成新震荡区间。 这场黄金博弈远未结束 黄金的暴涨暴跌，本质是全球化撕裂的体温计。当特朗普的 ...

Group 1 - As of the end of April, China's gold reserves reached 73.77 million ounces, marking an increase of 70,000 ounces, continuing a six-month trend of gold accumulation [1] - Global central banks are also actively purchasing gold, with a net purchase of 244 tons in Q1 2025, consistent with the average over the past three years [1] - The report from Galaxy Securities suggests that the ongoing trade tensions and economic risks will drive continued investment in gold ETFs and central bank purchases, supporting a long-term bullish outlook for gold prices [1] Group 2 - The Shanghai Gold ETF (518600) has seen significant investor interest, with over 1 billion yuan in net purchases over the past three months [1] - The Shanghai Gold ETF has a low tracking error of 0.12662% compared to the Shanghai Gold Index, indicating strong operational stability [1] - The ETF primarily invests in contracts from the Shanghai Gold Exchange, offering a low entry amount and good liquidity, with redemption funds available as quickly as T+1 [2][4]

Core Insights - The gold ETF fund (159937) has seen a 0.68% increase, marking its third consecutive rise, with a trading volume of 3.20 billion yuan on May 8, 2025 [3] - As of April 30, 2025, China's gold reserves reached 73.77 million ounces, an increase of 70,000 ounces, continuing a six-month trend of gold accumulation by the central bank [3] - East China Futures has raised its gold price target for 2025 to $3,500-$3,600 per ounce, citing ongoing global central bank gold purchases and pressures from U.S. debt monetization and de-dollarization [3] - The gold ETF fund's latest share count reached 3.947 billion, a one-year high, with a net inflow of 176 million yuan recently [3] - Over the past seven trading days, the gold ETF fund has seen net inflows on four days, totaling 957 million yuan, with an average daily net inflow of 137 million yuan [3] Performance Metrics - The gold ETF fund has appreciated by 104.36% over the past five years, ranking second among comparable funds [4] - The fund's highest single-month return since inception was 10.62%, with a maximum consecutive monthly gain of 16.53% [4] - The fund has a historical three-year profit probability of 100%, with an average monthly return of 3.27% and an annual profit percentage of 80.00% [4] - The maximum drawdown for the fund this year is 5.77%, with a relative benchmark drawdown of 0.30% [4] Fee Structure - The management fee for the gold ETF fund is 0.50%, while the custody fee is 0.10% [4]