Group 1 - Precious metal prices surged, with gold reaching a historic high of $3,812 per ounce, marking a nearly 45% increase year-to-date [1][4] - The rise in precious metals is supported by ongoing market supply tightness and increasing inflows into ETFs focused on these metals [4] - Gold stocks in the Hong Kong market saw significant gains, with increases of over 7% for some companies [4][5] Group 2 - Concerns about a potential U.S. government shutdown are causing traders to closely monitor the situation, as it may delay the release of key employment data [6] - A weak employment report could provide more justification for the Federal Reserve to adopt a more accommodative monetary policy in its upcoming meeting [9] - The outlook for the Federal Reserve's interest rate decisions remains uncertain, with differing views among officials and some economic data performing better than expected [9] Group 3 - Other precious metals are also experiencing unprecedented supply tightness, with significant increases in leasing rates for silver, platinum, and palladium [10] - Market concerns have been heightened by the potential inclusion of platinum group metals in the "232 clause" mineral investigation by the Trump administration, which could lead to increased import tariffs [13]

智通财经APP获悉，周一，贵金属价格全线飙升，黄金攀升至历史新高。目前，交易员正密切关注美国 政府可能出现的停摆危机——若危机爆发，本周关键就业数据的发布或将延迟，进而可能令美联储的货 币政策路径变得不明朗。 在实现连续六周上涨后，黄金价格再涨1%，创下每盎司3798.73美元的历史新高，超越了上周二创下的 峰值。白银价格涨幅一度达1.2%，在上周自14年来首次突破45美元后进一步攀升2011年以来的最高水 平，铂金与钯金也均大幅走高。支撑这些贵金属上涨的因素包括持续的市场供应紧张，以及资金不断流 入以这些金属为标的的ETF。 与此同时，其他贵金属今年也出现了前所未有的供应紧张局面。由于连续数年的供应短缺问题日益凸 显，伦敦市场可自由流通的贵金属库存不断减少，市场对此的担忧也进一步加剧。白银、铂金与钯金的 租赁利率(反映短期借入金属的成本)均大幅攀升，远超接近零的正常水平。 以Max Layton为首的花旗分析师团队表示，市场担忧特朗普政府可能将铂族金属纳入"232 条款"关键矿 产调查范围，这一新增担忧进一步加剧了市场供应紧张。花旗在9月19日发布的报告中指出，预计相关 审查结果将于10月晚些时候公布，在此 ...