全球经济不确定性

Search documents
财经聚焦|年内涨约50%!金价为何一路高歌?
Sou Hu Cai Jing· 2025-10-10 10:03
接连突破每盎司3000、4000美元两大整数关口!数据显示,国际金价今年以来的涨幅已超过51%。这意味着,2025年可能成为1979年以来金价涨幅最大的一 年。 受到国际金价带动,国内金价近日延续上行势头。10月10日,周大福等品牌足金饰品价格达每克1168元左右,较9月末单克上涨45元。金价缘何一路高歌? 后续走势如何? 近50年最强涨势 在经历国庆中秋假期8天的休市后,上海黄金交易所、上海期货交易所于10月9日恢复交易。当日,上海黄金交易所AU99.99价格收于每克911.5元,上海期货 交易所上市的黄金期货主力合约收于每克914.3元,均较9月30日涨超4.5%。 "金价涨得比较快,国庆中秋长假期间,有时候一天调价两次,'黄金周'成为货真价实的'黄金'周。"深圳水贝万山珠宝商业中心金店柜员陈锦妍说。 一位前来采购金饰的顾客分享道,自己曾因金价高反对儿子买20克金手串,没想到儿子购入短短20天竟升值900多元。"看来黄金还是能保值,我也准备买点 金饰。" CAF 052 143 如果将时间线拉长来看,国际金价年内涨幅已超51%。世界黄金协会称,截至目前,今年是1979年以来金价涨幅最大的一年。 尽管国内金 ...
经济不确定性支撑沪银价走高
Jin Tou Wang· 2025-10-09 07:32
今日周四(10月9日)欧盘时段,白银期货目前交投于11115一线上方,今日开盘于11200元/千克,截至发稿,白银期货暂 报11169元/千克,上涨2.22%,最高触及11309元/千克,最低下探11082元/千克,目前来看,白银期货盘内短线偏向震荡 走势。 同时据英国金融时报报道,几位知情人士透露,美国财政部长贝森特已于周二结束了对11位美联储主席人选的长名单面 试。特朗普正寻求接替现任主席鲍威尔。 据称,候选人在长达两个小时的面试中被贝森特、财政部官员Hunter McMaster和顾问Francis Browne亲自"拷问"。一些 接受面试的人表示,贝森特询问了他们对他最近在一篇文章中提出的观点的看法。该文章呼吁对美联储进行全面改革, 并批评其量化宽松计划是"功能获得性货币政策实验"。 据一位知情人士透露,贝莱德全球固定收益首席投资官Rick Rieder表现"非常好"。贝森特对整个过程一直守口如瓶,他 在最近接受福克斯商业频道采访时表示,他希望找到一位"思想开放"且"向前看"的人。 【最新白银期货行情解析】 沪银长期看多,仍具备持续震荡拉升态势,节后波动可能较大,建议控制仓位,持多为主,区间关注111 ...
普通老百姓买点黄金,作为投资存起来靠谱吗?你会选择这样做吗?
Sou Hu Cai Jing· 2025-10-08 04:52
近年来,黄金作为一种传统的避险资产,吸引了越来越多投资者的关注。尤其在经济波动较大的时期,很多人开始思考:是否应该将投资从风险较大的股票 和基金转向看似稳健的黄金?黄金被认为能够保值,但它是否能够有效应对长期的通胀压力呢? 此外,政治动荡也加剧了这种局势。尽管三年的疫情已过,但世界经济的疲态依然明显。在这样的环境下,黄金作为避险资产,其价格走高就变得不那么令 人意外了。 如果你手头有闲钱,是否也在考虑将一部分资金投入黄金?它能否为普通投资者带来稳定的回报?黄金投资的风险与回报又该如何权衡呢? 黄金的崛起 2024年9月11日,本是一个普通的日子,却因为国际金价的飙升引起了广泛关注。金价猛涨至每克745元,涨幅高达9.08%。这一变化引起了珠宝品牌如周生 生等的金条价格大幅上涨,让市场上的投资者一时惊愕不已。 那么,是什么因素推动了金价的快速上升呢?这个问题的答案,可能与全球经济形势的复杂性有关,也可能是人们对安全感的渴望在起作用。 不少人开始感叹,曾经觉得金镯子老气的自己,是否太过浅薄。黄金,曾经被视为保守和传统的象征,如今却在这个变化莫测的时代重新焕发了夺目的光 彩。 金价背后的经济博弈 金价的飞涨反映出的 ...
美股异动|Booking Holdings股价重挫创两年新低利润承压引发市场忧虑
Xin Lang Cai Jing· 2025-10-07 23:31
来源:市场资讯 (来源:美股情报站) 10月7日,Booking Holdings(BKNG)经历了显著下跌,股价下挫3.28%,跌至自2025年5月以来的最低 点。这一现象在市场上引起了广泛关注,投资者纷纷探讨其背后的原因。 近期有关Booking Holdings的新闻显示,公司在2025年上半年实现了总收入115.60亿美元,同比增加 12.52%,但净利润却大幅下滑46.54%,仅为12.28亿美元。这种利润的下降与公司在扩大市场份额和增 加业务投资时的策略密切相关。市场分析人士普遍认为,公司在广告和市场推广方面的高支出,虽促进 了收入增长,但同时也压缩了利润率。 此外,有消息称,Wells Fargo在10月6日维持了对Booking Holdings的"持股观望"评级,并设定目标价为 5443美元。分析师们普遍关注公司在全球旅游市场的表现以及其在新兴市场的扩展战略。虽然公司制定 了扩展计划,但全球经济的不确定性、新兴市场的竞争加剧以及外汇波动等因素,也使得投资者对其未 来的利润增长持谨慎态度。 不仅如此,全球旅游行业的趋势变化也对Booking Holdings产生了影响。近年来,随着消费者偏好和 ...
SINCEREWATCH HK(00444) - 復牌情况的季度更新及继续暂停买卖
2025-09-30 12:52
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 對 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 (於開曼群島註冊成立之有限公司) (股份代號:444) 復牌情況的季度更新 及 繼續暫停買賣 本公告乃由Sincere Watch (Hong Kong) Limited(「本公司」,連 同 其 附 屬 公 司,統 稱 「本集團」)根 據 香 港 聯 合 交 易 所 有 限 公 司(「聯交所」)證 券 上 市 規 則(「上市規則」) 第13.09條及第13.24A條以及香港法例第571章證券及期貨條例第XIVA部項下內 幕 消 息 條 文 而 刊 發。 茲提述(1)本公司日期為2022年12月7日、2023年1月20日、2023年3月7日、2025年8 月7日 及2025年8月29日 的 公 告,內 容 有 關 終 止 獨 家 分 銷 協 議(定 義 見 該 等 公 告) 及 仲 裁(定 義 見 該 等 公 告);(2)日期為2025年6月16日、 ...
2025《财富》世界500强峰会在广州举行
财富FORTUNE· 2025-09-25 15:46
Core Insights - The 2025 Fortune Global 500 Summit was held in Guangzhou, focusing on how companies can achieve sustainable growth through innovation and collaboration amid global economic uncertainties [1][5] - The total revenue of the listed companies reached $41.7 trillion, accounting for over one-third of global GDP, with a year-on-year growth of 1.8% [1] - The profit margin of the top ten companies includes three from the semiconductor and electronics sectors, highlighting the importance of high-tech industries [3] Group 1 - The summit emphasized the need for dialogue and cooperation to navigate the "atypical cycle" of the global economy [3][5] - Discussions included leveraging AI to enhance innovative productivity and addressing the energy transition's progress and long-term outlook [5][9] - The summit aimed to help companies enhance resilience and discover opportunities in uncertain environments [6] Group 2 - China had 130 companies on the Fortune Global 500 list, with a diverse industry representation including automotive, healthcare, new materials, finance, e-commerce, and construction [7] - Guangzhou has attracted significant foreign investment, with over 362 Fortune Global 500 companies investing in more than 2,000 projects [7] - The city's foreign trade imports and exports grew by 15.5% in the first half of the year, despite a complex global economic situation [7]
9月13日各大品牌金店最新报价出炉,黄金和金条价格都降了
Sou Hu Cai Jing· 2025-09-13 23:15
Core Viewpoint - The international gold price has surged past a 40-year historical high, reaching $3,674.27 per ounce, surpassing the inflation-adjusted record of $3,590 from 1980 [1][2]. Group 1: Market Dynamics - Gold prices have increased approximately 5% in September and nearly 40% since the beginning of the year [2]. - The recent spike in gold prices is attributed to rising unemployment claims in the U.S., which reached 263,000, a three-year high, alongside persistent core inflation and economic uncertainty [3]. - Despite the international market's enthusiasm, the domestic retail market and gold funds experienced a slight pullback on September 13 [3][4]. Group 2: Retail Pricing Strategies - Major brands like Chow Tai Fook and Luk Fook have set gold jewelry prices at 1,078 yuan per gram, showing a slowdown in momentum compared to previous surges [4]. - Gold funds, such as Huaan Gold and Bosera Gold, reported minor declines of around 0.36%, with prices around 758 yuan and 748 yuan respectively [5][6]. - Different pricing strategies among retailers are notable, with some stores like Baoqing Silver Tower offering gold at 1,036 yuan per gram, significantly lower than mainstream prices [8]. Group 3: Long-term Outlook - The current gold price increase is fundamentally different from the speculative frenzy of the 1980s, reflecting deeper uncertainties in the global economy and geopolitical landscape [10][11]. - The investment environment has become more complex, with lower barriers to entry for gold investments through various ETF products, leading to a significant increase in institutional buying [14]. - Central banks have become major buyers of gold, diversifying their foreign reserves and reducing reliance on the U.S. dollar, which has bolstered gold's position as a reserve asset [15][16]. Group 4: Future Projections - Analysts from Goldman Sachs predict that gold prices could reach $3,700 by the end of 2025 and potentially exceed $4,000 by mid-2026 [17]. - A more aggressive scenario suggests that if there is a large outflow from dollar assets, gold prices could soar to between $4,500 and $5,000 [18]. - The ongoing global economic uncertainties, geopolitical risks, and continued central bank purchases are expected to support gold prices in the long term [22].
金都财神:9.11黄金行情走势分析及操作建议
Sou Hu Cai Jing· 2025-09-11 03:19
来源:金都财神A 【黄金行情走势简析】 1,上一个交易日,黄金亚盘跌至3620美元附近上涨,欧美盘黄金波幅不大,主要维持3635-3657美元区间运 行,晚间黄金上涨3657.5美元回落,日线收小阳线,运行在5日均线上方,KDJ指标超买后高位死叉,附图拐 头运行在超买区域,MACD指标红色多头动能连续2天未增量,黄金近期有回调的迹象。目前市场在关注晚 间的CPI数据,预计对黄金走势影响较大。 2,四小时,黄金昨晚震荡下行,跌至20日均线附近小幅上涨,当前运行在3636美元附近。TRIX趋势指标死 叉,MACD指标绿色空头动能增量,走势相对偏空。结合日线走势看,黄金日内操作依旧倾向上涨做空单为 主,上方关注昨日高点3657美元以及历史新高3675美元附近压力。下方关注中轨3620美元破位情况。 【9.11黄金交易建议】 【消息面】 在全球经济不确定性笼罩之下,黄金作为传统避险资产再度闪耀光芒。在周二创下3674的历史新高后,黄金 周三(9月10日)延续强势,收报3640.14美元,涨幅约0.4%,今年迄今涨幅已超过39%。这一轮金价上涨的 背后,是美国PPI数据意外疲软、美联储降息预期进一步夯实,以及地缘政治紧 ...
外资齐刷刷“拔高”金价,20只黄金ETF年内吸金592亿元
Di Yi Cai Jing· 2025-09-04 10:33
Core Viewpoint - Gold prices have entered a new upward cycle, with COMEX gold futures reaching a record high of $3640.1 per ounce, and some institutions predicting prices could rise to $4000 per ounce [1] Group 1: Gold Price Performance - Year-to-date, international gold prices have increased by 36%, leading to significant gains in gold ETFs [1] - The average net asset value growth rate of 20 gold ETFs is approximately 42%, with 14 ETFs tracking domestic spot gold prices averaging a return of 31%, while 6 ETFs linked to gold stocks have seen an average growth rate of 66% [1] Group 2: Gold ETF Inflows - The total scale of 20 gold ETFs has reached 160.3 billion yuan, with an increase of 87.7 billion yuan this year [2][3] - The largest inflow has been into the Huaan Gold ETF, which saw a net inflow of 20.5 billion yuan, doubling its scale from 28.6 billion yuan at the beginning of the year [2] Group 3: Institutional Investment Trends - Major public funds are heavily investing in gold ETFs, with significant self-purchase proportions reported for Huaan Gold ETF, Bosera Gold ETF, and Guotai Gold ETF [4] - The increase in gold ETF investments is attributed to heightened risk aversion and market reactions to global economic uncertainties [4] Group 4: Future Price Predictions - Wall Street remains bullish on gold prices, with Citigroup raising its three-month price forecast from $3300 to $3500 per ounce, and Goldman Sachs maintaining a target of $3700 per ounce by the end of 2025 [6] - UBS reiterated its prediction of gold prices reaching $3700 per ounce by June 2026, with a possibility of hitting $4000 under adverse geopolitical or economic conditions [6]
【黄金etf持仓量】9月2日黄金ETF较上一交易日增加12.88吨
Jin Tou Wang· 2025-09-03 07:23
Group 1 - The core viewpoint of the articles highlights the increase in gold ETF holdings and the factors driving gold prices upward, particularly the expectations of interest rate cuts by the Federal Reserve and global economic uncertainty [1][3] - As of September 2, the iShares Silver Trust reported a gold ETF holding of 990.56 tons, which is an increase of 12.88 tons from the previous trading day [1] - The spot gold price closed at $3532.69 per ounce on September 2, reflecting a daily increase of 1.65%, with intraday fluctuations reaching a high of $3540.28 and a low of $3469.99 [1] Group 2 - The expectation of a potential interest rate cut by the Federal Reserve, as indicated by Chairman Powell, is a significant factor supporting the rise in gold prices [3] - The upcoming U.S. non-farm payroll data is viewed as a critical indicator, with market expectations leaning towards a weak labor market that could further justify a more accommodative monetary policy [3]