黄金基本面分析： 根据香港黄金交易所数据显示，全球最大黄金上市交易基金ETF截至12月03日持仓量为1046.58吨，较上日减持1.72吨，上月止净增持6.23吨。香港第一金市 场部负责人陈生：GOLDFX009 （微）分析国际现货黄金走势虽然回落4200美元每盎司下方震荡，但整体的多头趋势暂未改变，不排除诱空后迎接第二轮强 势上攻。 地缘局势，克里姆林宫否认普京拒绝美方乌克兰方案，称仅是初步意见交流；与此同时，特朗普助手周四将与乌高级代表在迈阿密会面，显示美方持续介入 俄乌局势；欧盟计划2027年秋全面禁进俄天然气，加速能源脱俄进程。美国内政与经济方面，美财长贝森特或兼任国家经济委员会主任，其提出淡化美联储 主席利率掌控权、设地区联储主席居住年限等主张。白宫取消副总统万斯的候选人面试，凯文・哈塞特成为新美联储主席热门人选，但债券投资者对其资历 表达担忧。美国11月ADP就业人数减少3.2万，创2023年3月最大降幅，小企业裁员加剧，强化市场对美联储下周降息的预期。然而，ISM服务业PMI扩张速 度达九个月最快，价格指数回落至七个月低位，就业分项创六个月新高，显示行业分化明显。市场降息预期强烈，芝商所工具显示 ...

Group 1 - The global largest gold ETF held 1,038.63 tons as of November 4, with a reduction of 3.15 tons from the previous day and a net increase of 26.32 tons from the previous month [1] - The U.S. Supreme Court is debating a tariff case, with conservative Chief Justice questioning its reasonableness, leading to a decreased probability of a Trump victory [2] - The U.S. government shutdown lasted 36 days, impacting the stock market, airline industry, and food assistance programs, but Trump still anticipates new highs in the stock market [2] Group 2 - Economic data shows that U.S. ADP employment increased by 42,000 in October, exceeding expectations, but labor demand is slowing and wage growth is stagnant [2] - The service sector activity in October expanded at the fastest pace in eight months, surpassing economists' predictions [2] - The U.S. Treasury maintained its quarterly refinancing scale but hinted at potential increases in the future, leading to a rise in the 10-year Treasury yield [2] Group 3 - Gold prices are currently operating below the middle band of the Bollinger Bands, with a bearish crossover in the KD indicator [4] - The strategy for gold trading today suggests buying on dips between 3,965.9 and 3,971.9, with a stop loss at 3,960.9 and a target range of 3,975.9 to 3,981.9 [4] - Silver prices are also below the middle band of the Bollinger Bands, with a similar bearish crossover in the KD indicator, recommending selling on highs between 48.21 and 48.71 [4]