亚洲早盘，在美国本周将公布包括就业报告在内的重要经济数据之前，亚洲货币兑美元盘整。澳洲联邦 银行全球经济与市场研究部的三名成员在一份研究报告中表示："这些数据将凸显美国政府部分停摆对 该国经济的暂时性影响。"这些成员称，在不包括关税影响的通胀率处于2%区间低位的情况下，为美联 储从2026年3月起恢复降息打开了大门。FactSet数据显示，美元兑日元基本持平，报155.96日元；美元 兑韩元上涨0.2，报1,476.26韩元；澳元兑美元持平，报0.6647美元。 ...

Core Viewpoint - International gold prices have reached a historic high, with New York futures surpassing $4200 per ounce, driven by geopolitical tensions, partial U.S. government shutdown, and recent hints of interest rate cuts from the Federal Reserve [2][4]. Group 1: Factors Influencing Gold Prices - The rise in gold prices is significantly linked to escalating geopolitical issues and the partial shutdown of the U.S. government [4]. - Federal Reserve Chairman Jerome Powell's recent speech indicated a potential end to the balance sheet reduction in the coming months, which has bolstered investor expectations for a rate cut this month [4]. Group 2: Future Predictions - Powell has kept the possibility of a rate cut in October open, emphasizing the need for a balance between ending the fight against inflation too early and supporting the labor market too late [5]. - Analysts from Bank of America predict that gold prices could reach $6000 by 2026, reflecting a bullish outlook on the precious metal [5].

Group 1: Market Performance - The Nikkei 225 index showed the strongest performance globally, rising by 6.24% and reaching a historical high, with a single-day increase of 4.75% on October 6 [1] - The South Korean Composite Index reached a new high on October 2, supported by preliminary supply agreements between Samsung Electronics, SK Hynix, and OpenAI [2] - The Hang Seng Index and Hang Seng Tech Index experienced a "sharp rise followed by volume contraction" trend during the holiday, closing near the five-day moving average [2] Group 2: Commodity Prices - Gold prices reached a new historical high, surpassing $4,000 per ounce and later standing at $4,040 per ounce, driven by geopolitical issues and partial U.S. government shutdown [3] - China's gold reserves increased to 74.06 million ounces by the end of September, marking the 11th consecutive month of gold accumulation by the central bank [3] - Bitcoin prices also hit a new high during the holiday, supported by the rise in U.S. stocks and inflows into Bitcoin-related exchange-traded funds [3]