黄金一直在闪耀!10月8日盘中，伦敦现货黄金首次突破4000美元/盎司大关，再度刷新历史。今日开盘 后，现货黄金从4005美元/盎司微跌，但仍维持在4000美元左右的高位区间。 从年内数据来看，三个季度以来，现货黄金价格的涨幅已经达到40%左右，远远跑赢国内外股市。 那么，银行相关业务部门对于金价狂飙的现状是如何看待?金价飞涨下，银行的相关金市投资有无受到 影响?银行专业人士对投资者有哪些建议?围绕这些问题，智通财经记者近日来对多家银行进行了深入采 访。 一问：银行自营部门对黄金近期走势怎么看? 今年以来，国际金价一路暴涨，带动国内黄金价格也在快速上涨。十一假期期间，现货黄金价格甚至突 破了4000美元/盎司的关键价位。那么，目前银行的黄金交易领域的专业人员是如何看待年内乃至未来 的黄金走势呢? "年内金价持续走高，关键因素还是地缘政治的脆弱性和美元在世界贸易中的地位不断动摇有关。"华东 地区某城商行相关研究人士向智通财经记者指出，金价的狂飙，本质上代表的是世界政治、经济领域的 不确定性在增强，更多人开始将黄金看作"不确定性世界中的最大确定性资产"。 江浙沪某上市银行黄金交易相关部门的专业人士告诉智通财经记者 ...

Group 1 - The three pillars supporting the RMB exchange rate, namely the US-China interest rate differential, policy risk premium, and purchasing power parity, are moving in a direction favorable for appreciation [1] - The central bank's midpoint rate and foreign capital FOMO (Fear of Missing Out) serve as additional catalysts for RMB appreciation [1] - The weak dollar environment continues to support RMB appreciation, although weak export expectations and the need for domestic demand recovery require a steady pace of appreciation [1] Group 2 - The importance of the RMB exchange rate against a basket of currencies is expected to increase in the future [1]

Group 1 - A-shares experienced a sudden drop in the afternoon, with the Shanghai Composite Index reaching 3400 points before retreating, closing down 0.44% at 3384.82 points [1] - The Shenzhen Component Index fell 0.86% to 10162.18 points, while the ChiNext Index decreased by 1.17% to 2037.27 points, with a total trading volume of 14153.73 billion yuan [1] - Sectors such as port shipping, beauty care, innovative drugs, and rare earth permanent magnets saw gains, while sectors like Huawei Ascend, military industry, semiconductors, and software development faced declines [1] Group 2 - The rare earth permanent magnet sector saw significant gains, with Zhongke Magnetic Industry (301141) hitting the daily limit, following two consecutive gains for Beikong Technology (600980) [1] - The agriculture sector rallied in the afternoon, led by the seed industry, while short drama concepts surged, with Ciweng Media (002343) hitting the daily limit and other companies like Zhongwen Online (300364) and Guomai Culture (301052) rising over 10% [1] - Dongwu Securities anticipates a series of event catalysts for the technology sector in June, suggesting sustained prosperity and better elasticity for growth stocks due to a weak dollar environment [1] Group 3 - Jifeng Investment Advisors noted that with a series of counter-cyclical adjustment policies being implemented, the A-share market has gradually found a bottom, presenting medium to long-term investment opportunities [2] - The stock market has shown signs of stabilizing profit corrections, opening up space for further upward movement in profits and valuations, recommending investors to buy on dips [2]

Core Insights - The Chinese economy is showing resilience, attracting long-term capital into the A-share market, with net purchases exceeding 200 billion yuan this year [2][3] - There is a growing global consensus on the upward revaluation of Chinese assets, driven by strong GDP growth [3] - The Ministry of Industry and Information Technology emphasizes the need to maintain stable growth in the manufacturing sector and expand employment capacity [4] Group 1: Market Trends - As of May 19, 2023, long-term funds such as social security and insurance have net bought over 200 billion yuan in A-shares, indicating a positive cycle of capital inflow and market stability [2] - In April, foreign investment in domestic stocks turned into net purchases, reflecting a favorable sentiment towards Chinese assets [5] Group 2: Economic Indicators - China's GDP growth in the first quarter outpaced that of other major economies, reinforcing the narrative of a stable and robust Chinese economy [3] - The Ministry of Industry and Information Technology is implementing policies to support key industries and enhance employment through technological upgrades and new industry cultivation [4] Group 3: Foreign Investment - In April, non-bank sectors saw a net inflow of 17.3 billion USD, with significant contributions from resilient foreign trade and increased foreign investment in domestic bonds [5][8] - As of the end of April, foreign institutions held 4.44 trillion yuan in the interbank bond market, accounting for 2.7% of the total [8] Group 4: Corporate Developments - Huawei launched the world's first Harmony OS laptop, priced from 7,999 yuan, indicating a push into innovative technology products [9] - Several companies are undergoing significant changes, including acquisitions and stock repurchases, reflecting active corporate strategies in the current market environment [11]