What makes this price action different is how broad the demand is. Silver is no longer only seen as a store of value. It is also now a critical industrial metal at the core of the clean-energy transition, and demand from manufacturing is pushing supply to its limits. The world needs silver for solar panels, EV batteries, semiconductors, medical devices, robotics, satellites, and advanced electronics. Industrial consumption has now crossed levels that miners cannot match at the current pace. Output is not s ...

今日周一(12月8日)亚欧时段，由于市场普遍预期美联储将在即将召开的会议上降息，黄金周一早盘接 近4,205美元。这一政策转变支撑了投资者对黄金的兴趣，尤其是在劳动力市场降温的情况下。对宽松 货币政策的预期继续为黄金提供看涨背景。白银在前一交易日的抛售后反弹。铂金在震荡交易中基本持 平。 最新数据显示，通胀率仍高于美联储2%的目标，但就业增长放缓令降息压力加大。市场已基本消化本 月降息25个基点的预期，低利率环境压制美元与美债收益率，为金价提供支撑。若美联储周三确认鸽派 立场，金价有望延续升势，挑战4380美元阻力。 与此同时，央行持续购金构筑黄金长期看涨基石。中国人民银行已连续13个月增持黄金，总持仓突破 7400万金衡盎司。这一稳定买盘凸显黄金在汇率波动与地缘紧张时期的战略储备价值，也为金价托底。 摘要今日周一(12月8日)亚欧时段，随着经济状况持续变化，黄金与白银愈发受到市场关注。在政策预 期不断演变之际，避险需求同步升温。就业数据释放出美联储政策可能转向的信号，为金银价格注入上 行动力——疲弱的ADP就业报告进一步巩固了二者的积极前景。数... 【要闻速递】 现货黄金：金价基本持稳，交易商聚焦美债收益 ...

Monetary Policy Impact - The Federal Reserve cut its benchmark interest rate by 25 basis points, ending a nine-month policy pause, which may have significant implications for financial enterprises [1] - A dovish monetary policy could lead to net interest margin compression for finance-related industries, potentially reducing net interest income for banks [4] Market Reactions - The Financial Select Sector Index has slipped more than 2% in the trailing month and is up only 9% year-to-date, underperforming the S&P 500 [5] - An accommodating monetary policy could be bullish for certain growth sectors, potentially boosting the fiscal performance of various financial institutions [6] Gold Market Outlook - Gold prices have surged due to safe-haven demand, with experts predicting prices could reach $5,000 by next year and possibly $10,000 by 2030 [2] - Economist Peter Schiff has a more bullish target of $20,000 for gold, driven by expectations of a declining U.S. dollar [3] ETF Performance - The Direxion Daily Financial Bull 3x Shares (FAS) ETF has gained nearly 10% since the start of the year and 44% in the trailing six months [10] - Conversely, the Direxion Daily Financial Bear 3x Shares (FAZ) ETF has declined by approximately 33% year-to-date and 36% in the past six months [12] Technical Analysis - The FAS ETF is facing heavy resistance, currently positioned just above the 200-day moving average but below the 50-day moving average, indicating a need for bulls to regain control [13] - The FAZ ETF has shown signs of life recently, with price action above its 50-day moving average and rising volume [16]