1月5日，近期比特币持续走强，价格一度逼近93000美元关口。RadexMarkets瑞德克斯认为，在全球风 险事件频繁出现的背景下，市场对非传统资产的关注度明显回升，比特币再次成为资金讨论的核心标的 之一。 从宏观环境来看，围绕拉美地区的安全、能源以及区域稳定性的讨论不断升温，客观上加剧了全球市场 的不确定感。RadexMarkets瑞德克斯表示，这类言论虽然未必立即改变现实格局，但往往会通过预期层 面影响资本流向，使部分资金倾向于配置流动性更强、独立性更高的资产。 从价格表现来看，比特币在短周期内完成了从89990美元至93000美元附近的上行，涨幅约为3.35%。 RadexMarkets瑞德克斯认为，这一走势反映出当前市场结构相较早期更加稳健，资金入场并非情绪化追 涨，而是建立在对宏观风险再评估的基础之上。 从价格表现来看，比特币在短周期内完成了从89990美元至93000美元附近的上行，涨幅约为3.35%。 RadexMarkets瑞德克斯认为，这一走势反映出当前市场结构相较早期更加稳健，资金入场并非情绪化追 涨，而是建立在对宏观风险再评估的基础之上。 综合来看，当前比特币的上行并非孤立现象，而是多 ...

Core Viewpoint - International gold prices surged, breaking the $3900 per ounce mark and reaching a new historical high, with significant increases observed in domestic gold jewelry prices during the holiday period [1][10]. Group 1: Gold Market Performance - On October 6, spot gold maintained a strong performance, surpassing $3900 per ounce, marking a new historical high, and achieving this milestone less than ten days after breaking the $3800 threshold [1][10]. - COMEX gold prices reached a peak of $3945.2, with a recent average price of $3925.0, reflecting a daily increase of 0.75% [2]. Group 2: Domestic Gold Jewelry Prices - During the holiday period, domestic gold jewelry prices continued to rise, with several brands, including Chow Sang Sang and Chow Tai Fook, reporting prices exceeding 1100 yuan per gram [4][5]. - Specific prices for gold bars and jewelry from various brands were noted, with prices for gold bars ranging from 979 yuan to 1119 yuan [5]. Group 3: Consumer Behavior and Market Trends - The Shenzhen Shui Bei gold jewelry market experienced a surge in consumer traffic, particularly for wedding-related products, with reports indicating that foot traffic doubled during the holiday [6][8]. - Traditional wedding gold items, such as dragon and phoenix bangles and wedding rings, remained popular, while 5D craft gold gained traction among younger consumers due to its lightweight and fashionable design [10]. Group 4: Factors Influencing Gold Prices - The recent rise in gold prices is attributed to increased concerns over U.S. government shutdowns, which have heightened fears regarding fiscal stability and pressured the dollar [10]. - Key drivers for gold prices include central bank purchases, real interest rates, inflation hedging demand, and the need to hedge against economic and political uncertainties [10]. - Forecasts suggest that gold may continue to rise, with predictions of prices reaching $4000 per ounce by mid-2026 and $4300 per ounce by the end of 2026, as indicated by Goldman Sachs [10].

Group 1 - International gold prices continued to rise, with futures reaching $3945.2 per ounce and spot prices hitting $3920.77 per ounce, marking a historic high above $3900 [1][3] - Domestic gold jewelry brands saw prices for gold ornaments exceed 1100 yuan per gram during the holiday period, indicating a strong demand in the market [1] - The Shenzhen Shui Bei gold jewelry market experienced a surge in wedding-related consumption, highlighting the cultural significance of gold in traditional ceremonies [1] Group 2 - Traditional wedding gold ornaments like dragon and phoenix bangles and wedding rings remain popular, while 5D craft gold is gaining traction among younger consumers due to its lightweight and stylish design [3] - The recent rise in gold prices is attributed to concerns over U.S. government shutdowns, which have increased worries about fiscal stability and pressured the dollar [3] - Key drivers of gold prices include central bank purchases, real interest rates, demand for inflation hedging, and the need to hedge against economic and political uncertainties [3]