hits a historic high of $4,007 per ounce, investors are scrambling for answers. This is the first time gold has crossed the $4,000 mark. Prices have surged over 4% this week, signaling a strong rally and renewed interest in safe-haven assets. The rise comes amid multiple global and domestic pressures. The ongoing U.S. government shutdown has fueled uncertainty in the market. At the same time, expectations of Federal Reserve interest rate cuts are making yield-bearing assets less attractive. Investors are t ...

Group 1 - Gold has reached a record price of over $4,000 per troy ounce, with predictions from Goldman Sachs suggesting it could hit $5,000 by the end of 2026 [1][2] - Ken Griffin from Citadel indicates that the rise in gold prices may signal a decline in the dollar's status as a safe haven, suggesting investors may prefer gold for safety [2][4] - Central banks are increasing their gold purchases as a safe haven asset, indicating a shift in investment strategies away from traditional fiat currencies [3][9] Group 2 - The geopolitical landscape, particularly following Russia's invasion of Ukraine and the subsequent seizure of Russian assets, has prompted countries to reconsider their holdings in US assets, leading to increased interest in gold and cryptocurrencies [5][6] - The uncertainty surrounding global events, including tensions in Taiwan and actions by North Korea, is driving a trend towards diversification away from fiat currencies [7][9] - The discussion of geopolitical alliances and their implications for global markets highlights the interconnectedness of economic and political factors influencing investment decisions [8]

Uh Nicole Webb, I think we've figured out those technical difficulties. Nicole, I'm going to bring you back into this conversation and maybe we'll start right there because I asked you what the next key catalyst was for this market, but we know tech has continued to dominate here. Uh so what's your takeaway.Yeah, the the thing that I wanted to get across earlier was just this. We believe that the banks are going to kick off this earning season in just a couple of well, not even two weeks now. Uh really stro ...

With doubts over near-term U.S. growth and inflationary pressures likely not going away anytime soon, demand is on the rise for products that may help investors ride out potential volatility. One solution advisors frequently turn to in the face of rising inflation is gold. The precious metal has long served as a vehicle for weathering the risks of inflation for a multitude of factors. Not only does gold function well as a store of value, but its limited supply and lower currency correlation helps the precio ...

当地时间10月2日，"股神"巴菲特的伯克希尔·哈撒韦公司宣布，将以97亿美元全现金收购西方石油公司 的石化子公司奥西化工（OxyChem）。 近年来，巴菲特的投资集团持续增持西方石油，截至今年6月底，持股比例已达28.2%，并持有价值约 85亿美元的优先股及可按每股59.58美元行权的认股权证。巴菲特此前表示，不会完全收购西方石油， 但会继续长期持股。 西方石油则在过去6年中斥资近500亿美元进行多笔收购，包括于2023年12月以108亿美元收购皇冠岩能 源公司（CrownRock）。这些交易使其成为实力雄厚的油气生产商，但也导致公司债务攀升至270亿美 元以上。受国际油价波动影响，其债务压力时常拖累股价表现。今年以来，美国油价从1月每桶约80美 元跌至接近60美元，进一步对西方石油股价构成压力。 在此背景下，根据协议条款，西方石油将以97亿美元现金对价向伯克希尔·哈撒韦出售奥西化工。西方 石油预计将使用其中65亿美元的交易所得来降低债务，以实现其在收购皇冠岩能源时设定的将核心债务 降至150亿美元以下的目标。 西方石油首席执行官霍拉布（Vicki Hollub）在交易宣布当日表示："我们的问题一直是如何更快 ...

黄金飙涨，原油跳水 上周，在美联储政策信号、地缘政治和美国经济数据这三大关键因素博弈中，国际黄金价格震荡调整。 美东时间9月29日（周一），美股三大指数小幅收涨。热门中概股多数收涨，纳斯达克中国金龙指数上涨2.03%。 国际原油价格跳水，截至今早8点，NYMEX WTI原油下跌2.85%。 据新华社报道，伊拉克石油部9月27日宣布，在中断两年半后，当天恢复从伊拉克北部库尔德自治区（库区）向土耳其出口。加之石油输出国组织及其盟 友（OPEC+）计划在11月再次提高石油产量，全球原油供应增加。WTI原油近月合约跌3.45%，报63.45美元/桶，布伦特原油近月合约跌3.08%，报67.97美 元/桶。 现货黄金再创新高 9月30日早盘，现货黄金再创新高，一度升破3840美元/盎司。 | < W | 伦敦金现 | | | | | | Q | | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | | 3839.120 | | 昨结 | 3832.935 | | 总量 | | 0 | | +6.185 | + ...

【导读】现货黄金突破 3840 美元再创历史新高 中国基金报记者 李智 现货黄金再创新高！ 现货黄金再创新高 9 月 30 日早盘，现货黄金再创新高，一度升破 3840 美元 / 盎司。 | W | 伦敦金现 | | | | | | | O | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | | | 3839.120 | | 昨结 | | 3832.935 | 总量 | | | 0 | | +6.185 | +0.16% 开盘 | | | 3832.662 | 现手 | | | 0 | | 最高价 | 3840.589 | 持 | 仓 | | 0 | 外 盘 | | 0 | | 最低价 | 3825.370 | 播 | 色 | | 0 | 内 盘 | | 0 | | 关时 | モ日 | | 日K | 周Ｋ | 月K | | 更多 | (0) | | 叠加 | | | | | 均价:0.000 | | | | | 3840.589 | | | | | | 0.20% 卖一 | 383 ...

Group 1 - UBS Wealth Management's Chief Investment Office (CIO) suggests that gold prices may have further upside potential due to the possibility of the Federal Reserve easing monetary policy and persistent high inflation, which could lead to a decline in U.S. real interest rates, benefiting gold [1][1][1] - UBS forecasts that by mid-2026, spot gold prices could reach $3,900 per ounce, continuing to view gold as an effective tool for portfolio diversification and risk hedging [1][1][1] Group 2 - UBS has upgraded its ratings for the Japanese and Indonesian markets from "neutral" to "attractive," citing reasonable upside potential in the Japanese stock market and favorable conditions for the Indonesian market due to new government measures aimed at boosting economic growth [1][1][1] - In the Chinese market, abundant liquidity and accelerated technological innovation have heightened investor sentiment, with UBS believing that there is still room for growth in the Chinese stock market, particularly as household savings flow into the market, leading to potential revaluation in sectors like robotics, with Chinese tech stocks being a top choice [1][1][1]

这一交易备受瞩目，主要是因为它直接关系到KKR的投资策略和集团的长期发展方向。虽然大手笔的 收购通常被视为积极信号，标志着公司希望通过扩展业务范围来提升盈利能力，但这样的投资也可能引 发投资者对其财务稳健性的担忧。近期，金融市场的风向似乎更关注于公司如何在激烈的市场竞争中保 持可持续发展，尤其是在全球经济增长放缓的背景下。 来源：市场资讯 值得注意的是，尽管此次交易对KKR的短期股价造成了一定压力，但从长期来看，这可能是一次具有 战略意义的投资。通过持有Sempra基础设施合伙企业的股份，KKR有机会在能源基础设施领域占据更 大的市场份额，这也符合其扩展投资组合多元化的策略。 （来源：美股情报站） 从投资角度看，当前环境下对KKR的长期投资者来说，耐心可能是关键。投资者应关注公司未来在这 一领域的资本运作和发展计划，同时警惕可能出现的市场波动。鉴于KKR的全球影响力及其管理的丰 富经验，许多分析师仍对其未来前景持乐观态度。不过，投资者在作出投资决策时，需综合考虑市场环 境和自身风险承受能力。 9月24日，金融投资巨头Kkr集团（纽交所代码：KKR）经历了一个令人瞩目的市场表现，当日股价下 跌了6.32%。这一 ...

来源：WIND ------------ 现货黄金9月22日走高，伦敦金盘中再次突破3700美元关口，并且创下新高。国内期货方面，沪金主力合约大涨超2%，报收846.50元。 美联储降息决议出炉后，黄金强势表现延续。点阵图显示，美联储理事中有10人支持年内降息3次或更多，FedWatch则显示利率市场预计10月降息的概率 达92%。此前特朗普持续向美联储施压，要求其更快降息，而刚被特朗普提名为理事的米兰在上周的会议上主张降息50基点，加剧了市场对低利率环境的 预期。而在低利率环境中，黄金往往表现良好。 展望后市，推动黄金上涨的宏观基本面并未改变。持续的地缘政治风险和对全球经济的担忧继续巩固黄金作为对冲风险首选资产的地位，去美元化及投资 组合多元化的需求都在推动央行与投资者继续增配黄金。瑞银预计，今年全球央行的黄金购买量将维持在900至950吨的强劲水平，显示出各国对黄金作为 储备资产的信心。多家机构预测，明年年内金价或突破4000美元。 投资建议上，仍建议逢低买入黄金相关资产，如黄金基金ETF（518800）。亦可关注成长性和估值优势兼具的黄金股票ETF（517400）。 铜方面，绿色能源转型、人工智能为需求 ...