扬子晚报网10月9日讯（记者 范晓林 薄云峰）刚刚过去的国庆中秋假期里，黄金价格持续攀升并不断刷新历史新高。今天是国庆假期后首个交易日，早盘 黄金板块和有色金属板块受上述消息影响领涨两市，四川黄金、山东黄金等涨停。 | 贵金属实物 | | 贵金属现货 | 纸黄金 | | --- | --- | --- | --- | | 实物 | | 银行 | 回收 | | 品牌 | 产品 | 价格 | 涨跌幅 | | 周大福 | 黄金 | 1168元/克 | +0.52% | | 老凤祥 | 黄金 | 1160元/克 | 持平 | | 周六福 | 黄金 | 1115元/克 | +2.86% | | 周大生 | 黄金 | 1168元/克 | +0.52% | | 周生生 | 黄金 | 1170元/克 | +0.43% | 今日金价 10月9日，主要品牌的金饰品价格依然在高位。周大福克金1168元，周生生、周大生、老凤祥、周六福克金分别为1170、1168、1160、1115元。 伦敦金现"一路高歌"。 西部证券研报指出，当前随着美元信用裂痕持续扩张，金价将开启长期牛市。重启降息意味着美联储独立性受损，未来美联储独立性会持续受 ...

Core Insights - The report emphasizes the integration of AI into asset allocation strategies, enhancing the predictive capabilities of stock and bond performance through a dynamic weighting system [2][3] - The current monetary credit framework has a high weight of 65%, indicating a favorable environment for bond markets while stock market performance is expected to converge marginally [3] - Predictions for 2025 suggest that bonds will outperform stocks, with stock market performance expected to bottom out in Q3 and show slight recovery in Q4 [3] Summary by Sections AI Empowerment in Investment Research - The AI-enabled investment research system developed by Guosen integrates five major cyclical frameworks, allowing for dynamic weighting and back-testing to predict stock and bond performance for the month and year [2] - AI learns from Guosen's historical asset allocation frameworks and adjusts predictions based on macroeconomic policies and market sentiment [3] Market Predictions - The report confirms that the prediction made last month, stating "value will outperform growth in March-April," has been realized [3] - The updated forecast indicates that the bond market will continue to show relative strength throughout the year, while the stock market is expected to experience a delayed recovery due to global economic disturbances [3] Asset Allocation Frameworks - The report outlines various frameworks for asset allocation, including the Merrill Lynch clock framework, cyclical overlay framework, monetary credit framework, credit inventory framework, and policy combination framework, each with specific indicators and current stages [10] - The current stage of the monetary credit framework indicates tight monetary policy and loose credit, suggesting a bearish outlook for stocks and a bullish outlook for bonds [10]