Group 1 - The international gold price reached a record closing high, with December gold futures on the New York Commodity Exchange closing at $3,908.90 per ounce, an increase of 1.05% [1] - The gold price has seen a cumulative increase of 2.62% over the week, with three consecutive days of record intraday highs [1] - Domestic gold jewelry brands have also reported new highs in gold prices per gram, with notable prices such as 1,136 yuan for Chow Sang Sang, 1,129 yuan for Chow Tai Fook, and 1,131 yuan for Lao Feng Xiang [2][3] Group 2 - Analysts from BMO Capital Markets have significantly raised their price forecasts for gold and silver, citing geopolitical and economic turmoil as key drivers for unprecedented gold price increases [4] - The forecast for the average gold price in the last quarter of 2025 has been adjusted to $3,900 per ounce, an 8% increase from previous estimates, and for 2026, it is projected to reach $4,400 per ounce, a 26% increase [4] - UBS has also released a bullish outlook for the gold market, predicting that gold prices will rise to $4,200 per ounce by mid-2026, driven by a weaker dollar, central bank purchases, and increased ETF investments [4]

【导读】现货黄金站上3890美元/盎司，国内金饰价格达1130元/克 地缘政治的不安，同样助推金价持续走高。据俄罗斯国防部近期表示，俄军已经控制乌克兰东部顿涅茨克地区的Shandryholove村。美国考虑向乌克兰提 供"战斧"巡航导弹，这款导弹最大射程约为1600公里，可打到俄罗斯首都莫斯科。俄罗斯总统新闻秘书、克里姆林宫发言人佩斯科夫表示，"目前正在仔 细分析"。 High Ridge Futures金属交易主管David Meger认为，政府停摆的避险需求与降息预期共同构成黄金的强力支撑。这种观点在机构投资者中形成广泛共识， 从国债收益率曲线趋平可见一斑——两年期与十年期国债利差收窄至51个基点，通常预示着市场对经济增长信心减弱。 亦有市场人士认为，黄金市场近期最强劲的推动力，来自美联储降息预期的持续发酵。上周五公布的美国个人消费支出物价指数恰好符合市场预期，这 份"不温不火"的数据反而让投资者吃下定心丸——通胀既未失控也未降温，为美联储实施降息提供了恰到好处的空间，市场对10月和12月连续降息的预期 已升至高点。 中国基金报记者 晨曦 国庆第一天，金价又双叒叕大涨！ 10月1日，现货黄金短线拉升，站稳 ...