巨震。 最新消息显示，美国总统特朗普重申，美联储政策利率太高。 花旗银行预计，美国政府"停摆"结束及中美协议公布可能推动黄金在未来2—3周内进入震荡整理阶段。 花旗银行表示短期内看跌黄金（此前看涨，现转为看跌），设定0—3个月目标价为4000美元/盎司。 随着美联储议息会议的临近，10月降息似乎已成定局。据CME"美联储观察"工具，美联储10月降息25 个基点的概率为98.9%，维持利率不变的概率为1.1%。美联储12月累计降息50个基点的概率为98.7%， 累计降息75个基点的概率为0.2%。 另据央视新闻，当地时间21日，据英国首相府消息，乌克兰总统泽连斯基、英国首相斯塔默、德国总理 梅尔茨、法国总统马克龙、意大利总理梅洛尼、波兰总理图斯克、葡萄牙总统科斯塔、挪威首相斯特 勒、芬兰总统斯图布、丹麦首相弗雷泽里克森、西班牙首相桑切斯、瑞典首相克里斯特松以及欧盟委员 会主席冯德莱恩当天发表联合声明。 声明表示，各方一致支持争取公正而持久的和平，并赞同美国总统特朗普提出的立即停火、以当前接触 线作为谈判起点的主张。声明重申，国际边界不应以武力方式改变。各方强调，将继续加强对俄罗斯经 济和国防工业的制裁与压力。 ...

Core Viewpoint - The recent significant sell-off in gold and silver markets was driven by geopolitical factors and profit-taking by investors, leading to the largest single-day price drops in over a decade for both metals [1][6]. Group 1: Market Impact - On the 21st, international spot gold prices fell over 6%, dropping below $4100 per ounce, marking the largest single-day decline in 12 years [1]. - International spot silver prices experienced a decline of over 8%, falling below $48 per ounce, which is the largest single-day drop since 2021 [1]. - Following the international trends, domestic gold jewelry prices in China were significantly reduced on the 22nd, with major brands like Lao Miao and Zhou Sheng Sheng reporting price drops of 83 RMB and 39 RMB per gram, respectively [3]. Group 2: Price Trends and Analysis - Since the beginning of the year, international spot gold prices have increased by over 50%, while silver prices have risen nearly 70% [6]. - Analysts suggest that the previous surge in precious metal prices was due to heightened geopolitical tensions, which drove investors towards safe-haven assets [6][7]. - The recent price correction is attributed to profit-taking and a decrease in safe-haven demand, with expectations that any further declines in gold prices could be viewed as buying opportunities if the Federal Reserve maintains its current interest rate path [7]. Group 3: Future Outlook - The future trajectory of the gold market remains uncertain, with some analysts indicating a higher likelihood of price declines unless high-net-worth investors continue to significantly increase their gold holdings [8]. - HSBC's recent commodity outlook report suggests that gold's upward momentum could persist until 2026, driven by strong central bank purchases and ongoing fiscal concerns in the U.S., with a target price of $5000 per ounce [9].

国泰海通证券认为，短期波动不改港股四季度牛市行情，其中恒生科技空间最大。首先，港股互联网巨 头受益AI叙事发酵，港股资产结构优势有望凸显。其次，伴随美联储重启降息，港股外资力量回流存 在超预期可能。最后，南向资金有望继续流入，有望推动港股行情继续向上。结构上，AI驱动下，港 股科技仍是行情主线。此外，港股红利受益于政策强化分红+低利率，港股新消费、创新药资产较A股 同样稀缺，下半年或也值得关注。 前海开源基金首席经济学家杨德龙表示，目前板块之间也出现了轮动，前期涨幅较大的科技股，出现了 较大幅度调整，而低估值高股息板块，比如银行、电力等则出现逆势上涨，反映出投资者风险偏好下降 之后，从成长股切换到低估值的红利股的特征。 本文转载自腾讯自选股，智通财经编辑：陈筱亦。 恒生指数低开0.5%，恒生科技指数跌0.82%。黄金股大跌，紫金黄金国际、山东黄金跌超6%。泡泡玛特 涨近8%，公司第三季度整体收益同比增长245%-250%。 关于港股后市 银河证券指出，中美贸易谈判结果仍存很大变数，短期内市场风险偏好或持续偏低。当前港股估值整体 处于历史中高水平，预计未来港股市场或宽幅震荡。配置方面，建议关注以下板块：(1)海 ...

Core Viewpoint - Gold prices have experienced a significant decline, with London gold dropping over 5%, attributed to easing geopolitical tensions and a softening of Trump's trade stance, leading to a decrease in safe-haven demand [1][2] Market Analysis - The recent rise in gold prices reflects the weakening of the US dollar's credibility, indicating a shift towards gold as an independent asset rather than being tied to the dollar [2][3] - The current high valuation of gold, driven by rapid price increases, has led to profit-taking among investors, contributing to the recent price correction [2] - A joint statement from European leaders supporting negotiations for a ceasefire in the Russia-Ukraine conflict has further diminished safe-haven demand for gold [2] Long-term Outlook - The fundamental value of gold as a core investment remains unchanged, as the US dollar credit system faces significant structural challenges, exacerbated by rising government debt and concerns over debt sustainability [3] - Central banks are expected to continue increasing their gold reserves, with projections indicating a rise to 74.06 million ounces by September 2025, reflecting a monthly increase of 40,000 ounces [3] Investment Opportunities - Current price corrections in gold may present a favorable entry point for long-term investors looking to capitalize on future price increases [4] - Investment options include: 1. **Gold ETFs**: These funds hold physical gold and closely track the price of gold contracts, providing direct exposure to gold [5] 2. **Gold Mining ETFs**: These track the gold industry stocks across the entire supply chain, offering exposure to both gold price movements and related mining sectors [6] 3. **Mining ETFs**: These focus on a broader range of metals, including copper and lithium, alongside gold, allowing investors to capture rebounds in multiple sectors [7]

Core Viewpoint - On the 21st, gold and silver experienced widespread market sell-offs due to geopolitical factors and profit-taking by investors, with gold prices dropping over 6% and silver prices falling over 8%, marking significant declines in their respective markets [2] Group 1: Market Performance - International spot gold prices fell below $4100 per ounce, recording the largest single-day drop in 12 years [2] - International spot silver prices dropped below $48 per ounce, marking the largest single-day decline since 2021 [2] Group 2: Year-to-Date Performance - Since the beginning of the year, international spot gold prices have increased by over 50% [2] - International spot silver prices have risen by nearly 70% during the same period [2] Group 3: Market Sentiment and Future Outlook - Analysts suggest that previous tensions in the international situation led investors to seek safe-haven assets in precious metals, and if market sentiment continues to ease, precious metal prices may face further corrections [2]

当地时间10月21日，美股三大指数收盘涨跌不一，道指创下历史新高，标普500指数平收，纳指小幅下跌。 | | 而种 | 价格 | 价格(24h%) | | | --- | --- | --- | --- | --- | | | B BTC | $109132.1 | -1.29% | | | | + ETH | $3898.49 | -2.09% | | | | S SOL | $187.58 | -1.29% | | | | XRP | $2.4412 | -1.90% | | | | DOGE | $0.19581 | -2.00% | | | | BNB | $1066.17 | -2.97% | | | | | $35.673 | -6.14% | | | 爆仓 | | | | | | l小时爆仓 | $7459.79万 | 4小时爆仓 | | $1.64亿 | | を車 | $6306.81万 | 念東 | | $1.41亿 | | 型 | $1152.99万 | 空車 | | $2355.79万 | | 12小时爆仓 | $5.08亿 | 24小时爆仓 | | $7.02亿 | | 參東 | $2 ...

Group 1: U.S. Stock Market Performance - The U.S. stock market showed mixed results on October 21, with the Dow Jones reaching a historical high, while the S&P 500 closed flat and the Nasdaq experienced a slight decline [1] - Major tech stocks had varied performances, with Amazon rising over 2%, while Google fell more than 2% and Tesla dropped over 1% [1] - General Motors saw a significant increase of nearly 15%, marking its best single-day performance in five years [1] Group 2: Commodity Market Trends - The FTSE A50 futures index fell by 0.25%, closing at 15,193 points [2] - Precious metals experienced substantial declines, with the Philadelphia Gold and Silver Index dropping by 9.57% and spot gold falling over 6% to a low of $4,080.87 per ounce, the largest single-day drop since April 2013 [2] - COMEX gold futures decreased by 5.07%, while COMEX silver futures fell by 6.27% [2] Group 3: Cryptocurrency Market and Investor Sentiment - Multiple cryptocurrencies saw significant declines, with over 170,000 individuals facing liquidation, amounting to over $700 million [3] - Analysts indicated that profit-taking was a primary reason for the market drop, alongside reduced safe-haven demand due to easing global trade tensions [3] - A recent Bank of America survey revealed that 43% of investors view "going long on gold" as the most crowded trade, surpassing the 39% for "going long on the seven major U.S. tech stocks," indicating a strong interest in gold as a safe-haven asset [3]

当地时间周二（10月21日），美国股市三大股指收盘涨跌不一。其中，道琼斯工业指数盘中一度创出历史新高。 人造肉第一股又火了。 受到国际金价大跌影响，美股市场黄金股集体重挫，其中，盎格鲁黄金跌逾11%，金罗斯黄金跌逾11%，巴里克黄金跌逾9%。 值得一提的是，人造肉第一股Beyond Meat在周一（10月20日）大涨127%后，周二再度大涨，截至收盘，该股上涨146.26%，近两个交易日股价累计涨幅 超过450%。盘后该股涨超20%。 道指盘中再创历史新高 当地时间周二，美国股市三大股指收盘涨跌不一。截至收盘，道琼斯工业指数涨0.47%，报46924.74点，盘中一度创出历史新高；标普500指数收平，报 6735.35点；纳斯达克指数跌0.16%，报22953.67点。 美股大型科技股表现分化，亚马逊涨超2%，苹果、微软、Meta均小幅上涨，特斯拉跌逾1%，谷歌A跌逾2%。 美股金融股全线收跌，其中，摩根士丹利、摩根大通、花旗集团、美国银行、富国银行跌幅均超过1%，伯克希尔哈撒韦、高盛跌幅不足1%。 航空股多数收涨，美国航空涨超1%，达美航空、西南航空涨幅均不足1%，联合航空跌逾1%。 中概股多数下跌，纳斯达 ...

人造肉第一股又火了。 当地时间周二（10月21日），美国股市三大股指收盘涨跌不一。其中，道琼斯工业指数盘中一度创出历史新高。 受到国际金价大跌影响，美股市场黄金股集体重挫，其中，盎格鲁黄金跌逾11%，金罗斯黄金跌逾11%，巴里克黄金跌逾9%。 值得一提的是，人造肉第一股Beyond Meat在周一（10月20日）大涨127%后，周二再度大涨，截至收盘，该股上涨146.26%，近两个交易日股价累计涨幅 超过450%。盘后该股涨超20%。 有消息称，Beyond Meat与沃尔玛将在超2000家门店增加部分产品的供应，公司有望借此摆脱经营困境。公司2025年二季度财报显示，该季度公司营收仅 7500万美元，同比下降近两成，远低于预期，净亏损3320万美元，运营亏损3490万美元；同时公司总债务高达12亿美元。 道指盘中再创历史新高 国际金价重挫美股黄金股集体暴跌 当地时间周二，国际金价出现大跌行情，当天伦敦金现价格暴跌超过5%，单日每盎司下跌超过200美元，盘中价格一度跌破4100美元/盎司，而就在前一 交易日，伦敦金现价格还一度逼近4400美元/盎司。 当地时间周二，美国股市三大股指收盘涨跌不一。截至收盘，道琼 ...

Market Overview - On October 21, US stock indices closed mixed, with the Dow Jones reaching a historical high, the S&P 500 flat, and the Nasdaq slightly down [1] - The Dow Jones increased by 218.16 points (+0.47%), while the Nasdaq fell by 36.87 points (-0.16%) and the S&P 500 rose by 0.22 points (0.00%) [2] Technology Stocks Performance - Major tech stocks showed mixed results, with Amazon rising over 2%, while Google and Tesla fell over 2% and 1%, respectively [2] - Notable declines in Chinese concept stocks included Daqo New Energy down over 5% and Alibaba down 3.92% [3] Precious Metals Market - International gold and silver prices saw significant declines, with the Philadelphia Gold and Silver Index dropping by 9.57% and spot gold falling over 6%, marking the largest single-day drop since April 2013 [4] - COMEX gold futures fell by 5.07%, and COMEX silver futures dropped by 6.27% [4] Cryptocurrency Market - Multiple cryptocurrencies experienced sharp declines, with over 170,000 individuals facing liquidation, totaling over $700 million [4][6] - Bitcoin was priced at $109,132.1, down 1.29%, while Ethereum was at $3,898.49, down 2.09% [5] Investor Sentiment - A recent Bank of America survey indicated that 43% of investors view "going long on gold" as the most crowded trade, surpassing the 39% for "going long on the seven major US stocks" [7] - This sentiment suggests that gold is seen as a widely favored safe-haven asset, but it also indicates potential overvaluation concerns in the gold market [7]