美元信用体系担忧

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COMEX黄金期货突破3800美元/盎司!金价再创新高,还能买吗
Bei Jing Shang Bao· 2025-09-23 15:52
北京商报消息,再次见证历史!伦敦金现和COMEX黄金期货双双创出新高。9月23日,伦敦金现最高 突破3791.08美元/盎司,刷新历史新高,日涨幅最高1.21%,月内累计涨幅约8.7%。截至当日18时41 分,伦敦金现报3783.79美元/盎司,涨幅1.01%。COMEX黄金期货价格盘中最高达3824.6美元/盎司,最 高涨幅1.31%,月内累计涨幅约7.6%。截至当日18时41分,COMEX黄金期货报3818.5美元/盎司,涨幅 1.15%。 受国际金价上涨的推动,国内黄金饰品价格也随之上涨,许多品牌的价格已逼近1100元/克大关。9月23 日,周大福足金价格报1098元/克。 近期黄金价格持续走高,是多重因素共同影响的结果。其中,美联储货币政策转向所带来的宽松预期发 挥了主导作用,9月18日,美联储宣布降息25个基点,这一决定引发了市场对全球宽松周期的强烈预 期,推动黄金价格持续走高。除美联储政策主导外,中长期结构性的因素也推动金价上行。 明明认为,美国长期高通胀与其财政持续扩张的趋势引发了全球央行对美元信用体系的担忧,而在这样 的环境下,黄金成为了全球央行增强自身主权信用和对冲美元信用风险的重要选择。 ...
大美丽法案通过推升美国赤字,金价震荡回升 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-07-08 07:07
Market Overview - The Shanghai Composite Index increased by 1.40% to 3472.32 points, and the CSI 300 Index rose by 1.54% to 3982.2 points as of July 4 [2][4] - The SW Nonferrous Metals Industry Index saw a gain of 1.03%, closing at 5147.33 points [2][4] Sub-industry Performance - Among the five sub-industries in the nonferrous metals sector, the changes were as follows: Industrial metals +1.46%, Precious metals +0.96%, Minor metals -0.18%, Energy metals +1.00%, and Metal new materials +0.41% compared to the previous week [2][4] Key Metal Prices - Key metal prices on the Shanghai Futures Exchange were as follows: Copper at 79,730 CNY/ton (-0.01%), Aluminum at 20,635 CNY/ton (+0.29%), Zinc at 22,410 CNY/ton (-0.07%), Lead at 17,295 CNY/ton (+0.58%), Nickel at 122,270 CNY/ton (+1.36%), and Tin at 267,250 CNY/ton (-0.92%) [3] - Gold and silver prices were reported at 777.06 CNY/gram (+0.90%) and 8,919 CNY/kilogram (+1.24%) respectively [3] - COMEX gold and silver prices were 3,426 USD/ounce (+4.20%) and 36.78 USD/ounce (+1.11%) respectively [3] Investment Insights - The U.S. Senate passed a revised "Big Beautiful Bill" which is expected to increase the deficit significantly, raising concerns about the U.S. dollar's credit system [4][5] - The anticipated expansion of debt may lead global central banks to increase gold reserves, providing long-term support for gold prices [4] - Recent disruptions in copper transportation in Peru due to protests have affected supply, while U.S. market dynamics are expected to create structural shortages in global copper supply [4][5] - The price gap between COMEX and LME copper has widened, with LME copper reaching a peak of 10,010 USD/ton [5]