Group 1 - COMEX gold maintained a high-level fluctuation pattern, closing at $4234.8 per ounce with an increase of 0.33% [2][6] - The latest ADP employment data showed a decrease of 32,000 private sector jobs in November, marking the largest decline since March 2023, significantly below the market expectation of an increase of 40,000 jobs [2][6] - The market anticipates a nearly 90% probability of the Federal Reserve lowering interest rates by 25 basis points, which has supported gold prices [2][6] Group 2 - The ISM services PMI index for November rose to 52.6, the highest in nine months, exceeding the expected 52.0, driven by extended supplier delivery times and improved business activity [2][6] - Trump's hint at Hassett as the next Federal Reserve Chair suggests a potential strengthening of dovish market sentiment, although balancing monetary stimulus and inflation remains a challenge [3][6] - Investors are advised to be cautious of potential technical corrections in precious metals due to market overheating and the fact that the Fed's rate cut is largely priced in [3][6][7]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 12月3日，隔夜市场伦敦现货黄金震荡偏弱，COMEX黄金期货跌0.84%，SHFE黄金收跌0.85%。美联储 新任主席或将于明年年初公布，地缘方面俄美会晤近5小时，美表示希望结束俄乌冲突。黄金维持高位 震荡。 美总统周二在白宫内阁会议上表示，明年年初公布美联储新任主席，并在一场活动上暗示人选为哈塞 特，市场认为鸽派代表人物哈塞特若当选，将强化市场对鸽派押注，但货币刺激与通胀如何平衡则面临 挑战。截止发稿，CME FedWatch数据显示，12月降息25个基点概率为87.4%。沿着美联储鸽派叙事， 贵金属再次表现亮眼，但投资者要考虑美联储12月降息几乎已完全被市场定价，俄乌地缘整体也朝着缓 和方向发展，因此在市场再次出现过热之时，需警惕多头拥挤带来的技术性回调风险，"利多落地"的信 号都可能触发贵金属价格的快速调整，特别是银铂钯价格弹性大于黄金，调整幅度相比黄金可能也会更 大。 撰稿：李琪 从业资格：F3046227 交易咨询资格：Z0016145 免责声明：本报告的信息均来源于公开资料，我公司对这些信息的准确性、可靠性和完整性不作任何保 证，也 ...