Group 1 - Gold prices have surpassed $4,000 per ounce, driven by a weakening US dollar, increased geopolitical tensions, and expectations of interest rate cuts from major economies [1][3] - Central banks are continuously increasing their gold reserves to optimize foreign exchange reserve structures, while retail investors are entering the market through ETFs and physical gold, amplifying the price surge [3] - The average annual gold purchases by global central banks from 2022 to 2024 are expected to exceed 1,000 tons, more than double the average from 2012 to 2021, with China becoming the largest gold buyer [3] Group 2 - Bridgewater Associates founder Ray Dalio recommends that investors allocate about 15% of their assets to gold, which can provide a hedge without significantly dragging down overall investment returns due to gold's non-yielding nature [4] - Concerns have been raised about the sustainability of the current gold price surge, with analysts noting that if gold's correlation with other asset classes increases, its core value may significantly diminish [3] - The 2022 sanctions against Russia revealed vulnerabilities in the "dollar-centric reserve system," prompting more countries to recognize the strategic necessity of reducing dollar dependence and increasing gold holdings [3]

上周五美股收涨，标普触及6000点，特斯拉涨超3%；美债收益率和美元走高；白银续涨。 国务院副总理何立峰于6月8-13日访问英国，其间，与美方举行中美经贸磋商机制首次会议。 中国商务部就中重稀土出口管制措施答记者问：实施出口管制符合国际通行做法，已依法批准一 定数量的合规申请。 美国5月非农好于预期，特朗普仍呼吁降息1个百分点，指责鲍威尔让美国"损失惨重"，并称将很 快公布下一任美联储主席人选。 中国央行连续第7个月增持黄金，环比增加6万盎司，增持速度继续放缓。 马斯克"悄悄删帖"，特朗普称"关系已经结束"，警告马斯克若资助民主党将面临"严重后果"。 特斯拉RoboTaxi本周发布！多空激辩：多头看到关键进展，空头质疑规模化路径。 比亚迪李云飞怒骂"又蠢又坏"，吉利杨学良点名"贼喊捉贼"。 提醒：中国周一将公布5月通胀和贸易数据。 ...