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黄金持续震荡:地缘博弈与货币重构下的投资新范式
Sou Hu Cai Jing· 2025-07-10 10:10
Group 1 - The gold market is currently experiencing a "sharp drop and sharp rise" pattern, providing rich trading opportunities for investors [1] - Recent fluctuations in gold prices are influenced by multiple factors, including weakened safe-haven demand due to US-China trade negotiations and a hawkish stance from the Federal Reserve [1] - Global central banks purchased a net 244 tons of gold in the first quarter, with China increasing its gold reserves for eight consecutive months, indicating strong long-term support for gold prices [1] Group 2 - The current gold market is undergoing a "differential expectation" adjustment process, with the Federal Reserve signaling that inflation needs to be monitored, leading to a reduced appeal of gold as an anti-inflation tool [3] - The US debt has surpassed $36 trillion, contributing to a weakening trend in dollar credit, which enhances gold's role as a currency hedge [3] - Gold prices have shifted from being anchored by real interest rates to being driven by dollar credit hedging logic, providing strategic support for post-correction positioning [3] Group 3 - Gold盛贵金属 has introduced a "spread compensation plan" to automatically adjust spreads during market volatility, reducing trading costs by 30% compared to industry averages [4] - The platform offers advanced risk control tools, such as "market alert radar," allowing clients to set alerts for multiple products and timeframes, thus reducing the risk of liquidation by 60% [4] - Suggested trading strategies include a "short long short" composite strategy for aggressive investors and a long position for conservative investors if gold stabilizes around $3250 [4] Group 4 - Gold盛贵金属 has developed a dual-track model of "digital gold savings + physical reserves," achieving a balance between liquidity and security [5] - The platform's client funds are independently managed by licensed banks in Hong Kong, ensuring strict separation from operational funds and regular audits by third-party auditors [5] - The physical delivery service offered by Gold盛贵金属 allows long-term investors to convert virtual holdings into physical gold bars, mitigating market volatility risks [5] Group 5 - In a complex environment characterized by Federal Reserve policy dynamics, geopolitical risks, and central bank gold purchases, choosing a compliant and professional trading platform is crucial [6] - Gold盛贵金属 is positioned as a reliable partner for investors navigating market cycles, supported by its compliance history and bank-level fund segregation [6] - The World Gold Council indicates that when COMEX gold futures net long positions drop to a near four-quarter low, it presents an optimal opportunity for contrarian positioning [6]
黄金时间·每日论金:金价维持高位高波动 上涨基调未变调整空间有限
Xin Hua Cai Jing· 2025-05-06 14:46
黄金的货币属性,使其成为对冲美元信用的首选工具。世界黄金协会在最新披露的今年一季度黄金需求 趋势报告中指出,美国关税阴影、地缘政治的不确定性、股市波动、美元走软等多重因素推动了金价的 上涨。伴随着贸易局势紧张、投资者对利率下行的预期等,预计二季度全球黄金投资需求或将继续强 劲。 北京黄金经济发展研究中心研究员也在月报中表示,随着美国关税政策缓和预期的增加,避险情绪有所 减弱,金价整体陷入宽幅震荡的调整格局之中。同时,虽然美国总统特朗普多次施压美联储降息,但在 即将召开的5月议息会议上,美联储仍有较大概率维持利率不变。不过,美联储议息会议以后对降息的 指引将左右黄金市场波动。而长期来看,美联储降息、央行购金依然是金价强势上涨的重要支撑因素。 新华财经北京5月6日电(吴郑思)在连续两周高位回调之后,本周伊始,国际金价再度拉升,大有重启 上涨之势。 基本面上来看,虽然前两周伴随着市场对贸易紧张局势担忧的缓解,避险情绪的回落加速了黄金在历史 高位的获利了结,且美国好于预期的4月"非农"和关税影响下可能反弹的通胀,令美联储在货币政策选 择上面临两难。但本轮金价近300美元的回调,并不足以动摇黄金的上涨基础。 此外从盘面 ...