消息面上，周一，现货黄金维持强势，上破3900美元/盎司关口，日内涨幅0.35%，再创历史新高。距离 首次突破3800美元关口仅不到10天。而白银价格亦跟随走高，过去6个月内现货白银累计涨幅已超过 30%。摩根大通策略师表示，到2026年年中，黄金价格预计将达到每盎司4050美元至4150美元的区间， 未来有望再创新高。 智通财经APP获悉，贵金属板块涨幅居前，截至发稿，中国白银集团(00815)涨14.29%，报0.8港元；大 唐黄金(08299)涨4.3%，报0.485港元；紫金黄金国际(02259)涨4.19%，报141.7港元；山东黄金(01787)涨 3.77%，报39.12港元。 ...

现货黄金日内涨1.88%，报3831美元/盎司，续刷记录新高。现货白银日内涨2.13%，报47.03美元/盎司。 ...

Core Insights - Spot gold has historically broken through the $3,800 mark, reaching a peak of $3,811 per ounce, marking a year-to-date increase of 44.9% [1] - Spot silver prices have surpassed $47 per ounce, achieving a 14-year high with a year-to-date increase of 61.8%, exceeding the increase in gold prices during the same period [1] - Platinum prices have surged even more dramatically, with platinum futures reaching a high of $1,649 per ounce, reflecting a year-to-date increase of 84% [1]

Group 1: Precious Metals Market Overview - The precious metals market is experiencing unprecedented strong performance, driven by factors such as Federal Reserve interest rate cuts and increasing geopolitical risks [1][2] - On September 26, silver prices surpassed $46 per ounce, reaching a 14-year high, with a six-month increase of over 30% and a year-to-date rise of 59%, outperforming most commodities [2][3] - Platinum also saw significant gains, with a weekly increase of 11.5%, breaking through $1500 per ounce, marking a 12-year high [1][5] Group 2: Silver Price Dynamics - The average silver price for 2024 is projected at $28.27 per ounce, compared to $23.35 per ounce in 2023 [3] - The rise in silver prices is attributed to its dual role as both a precious and industrial metal, benefiting from economic conditions such as rising inflation and loose liquidity [3][4] - The current gold-silver ratio is approximately 82 domestically and 85 internationally, significantly higher than historical averages, indicating potential for price correction in silver [4] Group 3: Platinum and Gold Performance - Platinum prices surged to $1584 per ounce, with a year-to-date increase of over 73%, driven by demand in automotive catalysts and electric vehicle batteries [5] - Gold remains strong near historical highs, with a current price of $3783 per ounce, supported by increased demand for safe-haven assets amid global uncertainties [5][6] - In September, global gold ETF inflows reached a record $10.5 billion, with total inflows exceeding $50 billion year-to-date, indicating robust demand for gold [5][6] Group 4: Future Outlook and Risks - Analysts suggest that while silver has strong upward momentum, caution is advised due to potential price volatility following rapid increases [7][8] - The macroeconomic environment, including expectations of continued monetary easing and geopolitical uncertainties, is expected to support silver prices, but risks remain regarding speculative profit-taking and changes in U.S. inflation data [7][8] - The outlook for gold is mixed, with short-term fluctuations expected due to market adjustments to interest rate expectations, while long-term trends may favor upward movement due to central bank purchases and global liquidity conditions [8]

这一转变与美元武器化及全球对美元信用质疑有关。 知名经济分析师、莲华资管首席投资官洪灏近日在一场沙龙中围绕"大类资产市场波动与下半年展望"这一主题，分析了美元、黄金、白银这轮走势背后的 底层逻辑，以及未来的走向。 洪灏指出，美元将因美国财政与贸易赤字恶化、信用受损而在未来5–7年不断走弱，当然，这个走弱不是一条直线的往下走； 此外，黄金已摆脱传统锚定，成为真正的避险资产， 而中国央行大幅增持黄金，分散外汇储备风险，各国央行也纷纷效仿； 黄金ETF规模的不断扩张，以及全球流动性条件改善等因素仍将继续推动贵金属价格不断上涨。 从技术图形角度来看，黄金与白银价格呈现典型的"杯柄"技术形态，预示未来上涨幅度可能远超市场共识。 投资报（liulishidian）整理精选了洪灏分享的精华内容如下： 首先，我们看一下黄金和白银价格的走势。 你看到2005年跟现在，其实黄金和白银都有比较大的涨幅。 黄金是涨了七倍左右，白银涨了四倍多一点点。 金、银呈"杯柄"形态 最终上涨将超越市场共识 我们做了两个技术指标，一个就是黄金，黄色的线。 我们看到的其实是一个20多年的一个大的杯柄形状，基本上在2024年左右开始爆发，这是一个胜率 ...

转自：智通财经 【现货黄金再次向上触及3650美元】智通财经9月10日电，现货黄金再次向上触及3650美元，日内上涨 0.66%。现货白银涨0.71%，报41.14美元/盎司。 ...

Group 1: US Stock Market Performance - The three major US stock indices closed lower, with the Dow Jones Industrial Average down 0.55% to 45295.81 points, the S&P 500 down 0.69% to 6415.54 points, and the Nasdaq Composite down 0.82% to 21279.63 points [3] - Major technology stocks experienced declines, with Nvidia down nearly 2%, Amazon, Tesla, and Apple each down over 1%, and Google down 0.73% [3] - Bank stocks also fell, with Goldman Sachs down nearly 2%, Citigroup and Morgan Stanley down over 1%, and Bank of America down 0.66% [3] Group 2: Sector Performance - Energy stocks mostly rose, with Occidental Petroleum up nearly 1%, Chevron up 0.75%, and ExxonMobil up 0.34%, while Schlumberger fell over 2% [3] - Airline stocks mostly declined, with Southwest Airlines down nearly 2%, Delta Airlines down over 1%, and United Airlines down 0.3%, while American Airlines rose 0.15% [4] - Semiconductor stocks also saw declines, with the Philadelphia Semiconductor Index down 1.12%, ARM down over 4%, and several other major semiconductor companies down over 2% [4] Group 3: Chinese Stocks Performance - Chinese stocks in the US showed relative strength, with the Nasdaq Golden Dragon China Index up 0.52% [5] - Notable gainers included Baozun up over 11%, Huya up over 8%, and BeiGene up over 8%, while notable decliners included Kingsoft Cloud down nearly 6% and Youdao down over 5% [5] Group 4: Gold Market Performance - International gold prices continued to rise, with COMEX gold futures breaking through $3600 per ounce, marking a historic high [6] - London gold prices also surged, reaching over $3540 per ounce, also a historic high [7] - Gold stocks in the US market generally rose, with Harmony Gold up over 7% and Caledonia Mining up over 3% [8]

当地时间周二（9月2日），美国股市三大股指集体收低，中概股逆势上扬。 国际金价继续上行，创出历史新高，其中COMEX黄金期货价格一度突破3600美元。 美股三大股指集体收低 盘中一度大幅下挫 当地时间周二，美国股市三大股指集体收低，盘中均一度大幅下挫，后收窄跌幅。 截至收盘，道琼斯工业指数跌0.55%，报45295.81点，标准普尔500指数跌0.69%，报6415.54点，纳斯达 克综合指数跌0.82%，报21279.63点。 板块方面，美股大型科技股近乎全线下跌，其中英伟达跌近2%，亚马逊、特斯拉、苹果均跌逾1%，谷 歌跌0.73%，Meta跌0.49%，微软跌0.31%。 银行股全线走低，高盛跌近2%，花旗集团、摩根士丹利均跌逾1%，美国银行跌0.66%，摩根大通跌 0.59%，富国银行跌0.51%。 能源股多数上涨，西方石油涨近1%，雪佛龙涨0.75%，埃克森美孚涨0.34%，康菲石油涨0.03%，斯伦 贝谢跌超2%。 芯片股多数下跌，费城半导体指数跌1.12%，ARM跌超4%，拉姆研究跌逾3%，阿斯麦、意法半导体、 微芯科技均跌超2%，英特尔跌0.57%，美光科技跌0.45%。 中概股逆势上扬 美股 ...

Group 1 - The futures market for precious metals continues to rise, with Shanghai silver futures main contract increasing by over 3%, currently priced at 9692 yuan per kilogram [2] - New York silver also saw an intraday increase of 1%, now priced at 41.14 dollars per ounce [2]

Group 1 - New Pacific Metals (NEWP.US) experienced a 7.59% increase in stock price, closing at $1.70, with a year-to-date gain of 44% [1] - Federal Reserve Chairman Jerome Powell's dovish stance at the Jackson Hole conference has raised expectations for a September interest rate cut from 75% to 90% [1] - UBS has raised its gold price target for June 2024 by $200 to $3,700 per ounce, anticipating continued upward momentum driven by U.S. factors [1] Group 2 - New Pacific Metals focuses on investment, exploration, and development of precious metal resources in South America and North America [1] - The company has significant mining projects in Bolivia, including the Carangas silver-gold mine, flagship Silver Sand silver mine, and Silverstrike silver-gold mine [1] - The upcoming presidential transition in Bolivia is expected to lead to more open and free market policies for mineral resources, which could positively impact the future performance of lithium and silver [1]