wumiancaijing.com 最热的泛财经新闻，都在这儿了。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再""，以便您及时接收每篇推送~ 本文由无冕财经（wumiancaijing）整理发布 资讯整理：海棠葉 编辑：程程 设计：岚昇 小米格力空调战新一轮 格力高管"隔空讽刺"小米老总 8月25日，珠海格力电器股份有限公司市场总监朱磊再次在微博发文回应"小米空调线上销量超越格力"。 朱磊表示，有朋友告诉我，网上已经有人"破案"了？！因为发错误数据的人说，数据差异是因为奥维更改了统计口径，且他不知道，这种更改是不是频繁 的？这案子破得也太轻松了吧。 朱磊反问，卢伟冰在业绩会上说对短期排名没那么在意， 既然不在意短期排名，又何必转那张来路不明的图？ ▲朱磊发微博，图源网络 事起一条微博，意外牵出一桩空调行业罗生门。 8月15日，有博主援引奥维云网数据称小米空调7月线上份额反超格力，小米公关部王化、总裁卢伟冰相继转发表态。王化表示"没想到新时代这么快就来 了"。卢伟冰则表示，"能力的坚实提升，才能赢得高质量的增长。再次感谢大家对小米大家电的支持"。 随后朱磊反驳此事，称数 ...

Group 1: Market Overview - The international gold market experienced significant volatility, with spot gold and New York futures prices dropping sharply, leading domestic gold jewelry prices to fall below 1000 yuan per gram [1] - The recent decline in gold prices reflects a shift in market sentiment from optimism to caution, with five out of the last eight trading days showing price decreases [3][5] Group 2: Price Dynamics - As of May 16, spot gold fell by $20 to below $3160 per ounce, marking a daily decline of 2.56%, while New York futures dropped by 2% to $3162.00 per ounce [3] - The price of gold has decreased significantly from historical highs, with a more than 100% increase since November 2021, indicating a natural correction after prolonged high prices [3][5] Group 3: Factors Influencing Price Decline - Divergence in trading perspectives has increased as prices reached historical highs, with some investors cashing out while others remain bullish on gold's long-term prospects [5] - The narrative of "dollar credit collapse" that previously supported gold prices has been interrupted, as the dollar maintains its status as a major reserve currency despite global economic changes [7] - Central bank gold purchases, while historically a support factor for gold prices, are now viewed with caution due to potential impacts on foreign exchange reserves and macroeconomic stability [8] Group 4: External Catalysts - Breakthroughs in global tariff negotiations have been identified as a key reason for the recent decline in gold prices, as improved trade conditions reduce the demand for gold as a safe haven [10][11] Group 5: Long-term Outlook - Despite short-term volatility, there are differing views on the long-term trend of gold prices, with potential support from ongoing global economic uncertainties and the need for asset diversification [13] - Key factors to monitor include the pace of global economic recovery, the strength of the dollar, and geopolitical developments, all of which can significantly influence gold prices [14] Group 6: Investment Strategies - Investors are advised to adopt a rational and cautious approach in the current volatile gold market, focusing on technical indicators and market sentiment for short-term trading opportunities [16] - For long-term investors, utilizing current price adjustments to gradually build positions in gold may yield benefits, given its low correlation with other assets [16] Group 7: Market Balance - The recent sharp decline in gold prices represents a self-adjustment of the market, highlighting the complexity and dynamism of gold price drivers [18] - The gold market is expected to seek a new balance amid profound changes in the global economic landscape, emphasizing the importance of rationality and research in investment decisions [18]

Group 1 - The auction of judicial gold bars on platforms like Alibaba has attracted significant attention, with some auctions receiving over a thousand views and completed auctions garnering tens of thousands of views [1] - Judicial gold bars are sold without authenticity verification or after-sales service, and their transaction prices often exceed the daily bank gold prices [1] - Recent auction results show that the prices for judicial gold bars have been significantly higher than the market price, with a 20g gold bar selling for approximately 813.75 CNY per gram, while bank gold prices ranged from 750 to 850 CNY per gram [1] Group 2 - Gold prices have shown notable volatility, with spot gold rising above 3340 USD per ounce, marking a new high since May 9, while earlier in May, prices dipped to a low of 3123 USD per ounce, reflecting a 10% decline [2] - Analysts suggest that gold may enter a period of adjustment to digest previous price increases and excessive pricing due to panic, although the long-term outlook for gold remains positive [2] Group 3 - UBS forecasts that gold prices could reach 3500 USD per ounce by the end of the year, with potential to rise to 3800 USD per ounce in a bullish scenario [3] - The primary drivers of gold prices are identified as the US dollar and real interest rates in the US, with expectations of continued rate cuts by the Federal Reserve supporting a bullish outlook for gold [3]

Core Viewpoint - International gold prices are undergoing adjustments, with spot gold prices dropping by 3.75% last week, briefly falling below $3200 per ounce [1] Group 1: Price Trends - The gold price in Shenzhen's Shui Bei market is displayed at 759 yuan per gram, which is nearly a 100 yuan decrease compared to the prices before the May Day holiday [1] - The current gold price is considered to be in a period of fluctuation and adjustment, with expectations for a potential upward trend starting in June [1] Group 2: Consumer Behavior - There is an increase in consumer activity at gold counters, with many local and out-of-town customers visiting specifically to purchase gold [1] - The decline in gold prices is attracting more young consumers into the market [1]

Core Viewpoint - The recent decline in gold prices, which fell by 6% from April 22 to May 14, has raised concerns among investors and consumers, despite a significant increase in gold purchases earlier in the year [1][4]. Group 1: Market Trends - Gold fund transaction volume reached approximately 190 billion, with a 6% price drop during the same period [1]. - Gold stocks experienced a more significant decline, dropping over 8% [1]. - Retail sales of gold and jewelry increased by 11% year-on-year, with gold bar and coin purchases rising by 30% [3]. Group 2: Regional Disparities - Retail sales of gold and jewelry in Beijing grew by 29% year-on-year, while Guangzhou saw a 15% increase, both exceeding the national average [4]. - In contrast, Shanghai's retail sales for the same category declined by 9% [4]. Group 3: Factors Influencing Gold Prices - The decline in gold prices is attributed to reduced safe-haven demand, a stronger US dollar, decreased expectations for Federal Reserve rate cuts, profit-taking by speculators, and a slowdown in central bank gold purchases [6][10]. - Despite the current price drop, it remains above the levels seen in the first quarter, indicating that investors are not yet at a loss [4]. Group 4: Future Outlook - Research institutions express caution, noting an increase in hedging by gold producers and a decline in recycled gold after eight consecutive quarters of growth, suggesting a higher likelihood of price adjustments [12]. - However, there is optimism regarding the long-term support for gold prices due to the ongoing contraction of US dollar credit [12].

Core Viewpoint - The recent decline in gold prices has led to significant discounts in domestic gold jewelry, with prices dropping below 1,000 yuan per gram, prompting increased sales activity in the market [1] Group 1: Price Changes - As of May 13, the price of 24K gold jewelry in several domestic stores has fallen to below 1,000 yuan per gram, with current quotes around 995 yuan per gram after a reduction of 50 yuan [1] - Prior to this adjustment, gold prices had reached as high as 1,050 yuan per gram, indicating a notable price correction [1] Group 2: Sales Performance - Despite the high costs associated with gold jewelry, with some pieces exceeding 10,000 yuan due to manufacturing fees, sales performance remains strong, with daily sales ranging from tens of thousands to hundreds of thousands of yuan [1] - Many stores report that they successfully meet their monthly sales targets, achieving several million yuan in sales each month [1]

Market Overview - International gold prices experienced significant fluctuations, with a notable drop of 1.95% on May 7, followed by a further decline of 1.74% on May 8, reaching a low of $3288.445 per ounce [1] - As of May 8, gold prices fell below the $3300 per ounce mark again, indicating ongoing volatility in the market [1] Economic Factors - The Federal Reserve maintained the federal funds rate at 4.25% to 4.5%, marking the third consecutive meeting without a rate cut, which has implications for gold prices [5] - A recent trade agreement between the U.S. and the U.K. has raised expectations for similar agreements with other countries, easing market tensions and negatively impacting gold's safe-haven demand [5] Risk Management - The Shanghai Gold Exchange issued a notice emphasizing the need for market participants to strengthen risk management due to the high volatility in international precious metal prices [9] - The exchange advised members to prepare risk contingency plans and maintain market stability amid the fluctuations [9] Price Trends - Since the beginning of 2025, gold prices have surged by 29.4%, driven by various factors, including significant inflows into ETFs, suggesting that the recent price corrections are reasonable [9] - The rapid increase in gold prices necessitates market participants to digest the information and adjust their positions accordingly [9]

Group 1 - On April 30, the Shanghai gold spot price was quoted at 781.57 CNY per gram, showing a premium of 1.27 CNY over the futures main price of 780.30 CNY per gram [1] - The national gold price overview on April 30 indicated that the market price for gold with a purity of 99.99% was 778.19 CNY per gram in Huangpu District, while the Shanghai gold spot market quoted it at 781.29 CNY per gram [2] - The Shanghai Futures Exchange recorded a closing price of 780.30 CNY per gram for the main gold futures contract on April 30, with a decline of 0.89% and a trading volume of 246,636 contracts [2] Group 2 - The Shanghai Futures Exchange reported that as of April 30, the gold futures warehouse receipts remained stable at 15,648 kilograms, with a slight decrease of 27 kilograms over the past month, representing a reduction of 0.17% [3] - The World Gold Council's report for Q1 2025 indicated that global gold demand reached 1,206 tons, a year-on-year increase of 1%, despite gold prices surpassing 3,000 USD per ounce [3] Group 3 - According to Hualian Futures research, the recent comments from U.S. President Trump regarding tariffs have eased inflationary pressures, leading to a significant pullback in gold prices, with the Shanghai gold showing a premium of about 3% over London gold [4] - The report suggests that while short-term adjustments in gold prices may occur due to reduced favorable factors and market sentiment, the underlying logic for gold's rise remains intact, and external investors have not exited the market [4]