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黄金周线收阳暗藏趋势信号,白银遭铜市拖累\"错杀\",散户恐慌抛盘是反攻机会?金银比重新升破90关口,降息预期助力黄金突围,滞胀恐慌下复制去年底牛市路径?深入解读数据面、技术面与新一周行情布局指南>>
news flash· 2025-08-04 04:26
Group 1 - The core viewpoint of the article highlights the contrasting trends in gold and copper prices, indicating a potential survival strategy in the commodities market [1] - Gold has shown a bullish trend with a weekly closing increase, suggesting a possible breakout, while silver is negatively impacted by the copper market, leading to a mispricing opportunity for retail investors [1] - The gold-silver ratio has surpassed the 90 mark again, indicating a shift in market dynamics, with expectations of interest rate cuts supporting gold's upward movement [1] Group 2 - The article discusses the fear of stagflation in the market, which could replicate the bullish market conditions seen at the end of last year, providing a potential roadmap for future investments in gold [1] - A detailed analysis of data and technical indicators is provided, offering insights into the upcoming week's market trends and investment strategies [1]
贵金属半年报:牛市待续 多重驱动共振延续
Jin Shi Shu Ju· 2025-07-02 07:46
Group 1 - The core viewpoint is that geopolitical risks and trade frictions are driving the rise in gold and silver prices, with both metals reaching historical highs in the first half of 2025 [1] - Gold prices experienced a volatile trend, reaching a historical high of $3509.9 per ounce on COMEX and 836.30 yuan per gram on the Shanghai market, driven by tariffs, interest rate cut expectations, and ongoing Middle East conflicts [1] - Silver outperformed, with COMEX silver breaking $37, a thirteen-year high, and Shanghai silver touching 9075 yuan per kilogram, supported by geopolitical risks, surging photovoltaic installations, and a projected supply gap of 117 million ounces [1] Group 2 - In the second half of 2025, the precious metals market is expected to show a pattern of "short-term fluctuations and long-term positivity," with the Federal Reserve likely to implement two more interest rate cuts [2] - Gold is highlighted as a core safe-haven asset, benefiting from weakened dollar credit and global economic uncertainty, while silver is driven by both financial and industrial demand, particularly from the expanding photovoltaic sector [2] - The operational strategy suggests maintaining a bullish stance on precious metals, with COMEX gold likely to fluctuate between $3200 and $3600 per ounce, and COMEX silver targeting $38 to $40 per ounce [2]