黄金高开后一度直线跳水。特朗普最新称他知道自己将选谁来担任下一任美联储主席。俄乌方面，也传 出大消息。 周一（12月1日）亚洲早盘，国际黄金高开后直线跳水，现货黄金一度转为下跌，随后拉升跌幅收窄。 美联储，大消息 消息面上，12月1日媒体报道称，美国总统特朗普称他知道自己将选谁来担任下一任美联储主席。 美国白宫国家经济委员会主任哈塞特表示，如果特朗普提名他担任美联储主席，他将乐于效劳。 而据悉，12月2日，美联储主席鲍威尔发表讲话。美联储理事鲍曼在众议院委员会做证词陈述。 有成效"，但还有很多工作要做，美国政府会在未来一周加强外交努力，威特科夫预计将前往俄首都莫 斯科进行进一步会谈。鲁比奥称，美国官员一直与俄罗斯方面保持着不同程度的接触。 据CME"美联储观察"：美联储12月降息25个基点的概率为87.4%，维持利率不变的概率为12.6%。美联 储到明年1月累计降息25个基点的概率为67.5%，维持利率不变的概率为9.2%，累计降息50个基点的概 率为23.2%。 俄乌，大消息 关于俄乌，也传来大消息。 据央视新闻当地时间11月30日消息，美国总统特朗普在"空军一号"上对媒体表示，他对美乌官员当天在 佛罗里达 ...

随着特朗普面试新一任美联储主席，美联储或将迎来重大变化，美国财长贝森特在周二对此指出，"货 币政策、资产负债表与监管政策之间存在极其复杂的权衡关系，我们在(美联储主席)面试中也着重强调 了，这之间究竟是怎样相互作用的？" 这位美国财长还表示："我认为美联储该退居幕后了"，但其未具体说明这将涉及哪些举措。 11月26日，美股集体高开，个股方面，英伟达涨逾2%，微软也涨近2%。 中概股方面，纳斯达克中国金龙指数涨0.5%，个股方面，拼多多、蔚来均涨近3%。 黄金方面，现货黄金涨约0.8%，现货白银涨超1.6%。值得注意的是，COMEX黄金盘中一度直线飘绿。 消息面上，美联储12月降息概率正在飙升，据CME"美联储观察"最新数据，美联储12月降息25个基点 的概率为84.9%，上周仅为50%，维持利率不变的概率为15.1%，美联储到明年1月累计降息25个基点的 概率为66.4%，维持利率不变的概率为11.1%，累计降息50个基点的概率为22.6%。 11月26日，美国再度公布重磅数据，美国上周初请失业金人数录得21.6万人，预估22.5万人，前值22万 人。值得注意的是，该数据意外下降至4月中旬以来的最低水平。 经 ...

Market Overview - The three major indices collectively declined, with the Shanghai Composite Index down 0.63% and the ChiNext Index down 1.49%. The total trading volume in the Shanghai and Shenzhen markets reached 1.58 trillion yuan, an increase of 27.4 billion yuan compared to the previous trading day [1][2]. Index Performance - The Shanghai Composite Index closed at 3961.62, down 25.28 points or 0.63%. The Shenzhen Component Index closed at 13447.94, down 84.19 points or 0.62%. The ChiNext Index closed at 3214.48, down 48.54 points or 1.49%. The Wande All A Index decreased by 15.14 points or 0.24% [2]. Sector Performance - The North Exchange 50 Index surged over 3%, with companies like Lijia Technology, Better Ray, Kunming Technology, and Guozi Software each rising over 10%. The pharmaceutical sector saw gains, with Sanofi and Lianhuan Pharmaceutical hitting the daily limit [3]. - In contrast, the computing hardware sector experienced a collective decline, with major players in optical modules facing significant adjustments. Storage chip stocks also weakened, with Jiangbolong dropping over 10% [4]. Hong Kong Market - The Hang Seng Index and the Hang Seng Tech Index both closed in the red, with notable declines in stocks such as China CRRC, which fell nearly 9%, and BYD, which dropped over 5% [4]. Gold Market - The price of gold jewelry in China has returned to 1200 yuan per gram, with brands like Chow Sang Sang and Lao Feng Xiang seeing increases of 28 yuan and 17 yuan per gram, respectively [10]. - The gold market is experiencing high-frequency fluctuations, with banks adjusting investment thresholds to align with market dynamics. Despite this, the outlook for gold remains optimistic due to a weakening dollar and expectations of interest rate cuts [12].

本文来自微信公众号：局外人的视界，作者：卡夫卡不忙了，原文标题：《黄金啊，黄金坑》，题图来 自：视觉中国 涨了就无限看多，跌了就开始哆哆嗦嗦。市场不是这么玩的，继续这么玩是会被市场玩残的。 我一直跟大家说，投资要讲逻辑，涨跌都有它的内在逻辑。 纳斯达克能不断创新高，源自印钞机加持，现在有了稳定币这个赛博神器，就等于除了开美联储的印钞 机，还能再开一把赛博印钞机。 所谓稳定币对应的是美元美债，说起来发行人发行稳定币背后应该对应百分百的资产储备，笑死了，这 说法就跟开银行需要百分百准备金一样，可能吗？ 如果不可能，有办法，你也就意味着口子一开，稳定币能用赛博技术放个十倍百倍甚至更高的杠杆，这 不就等于是钱来了吗？ 要知道，资产价格是由市场流动性决定的。资本一看，好家伙，这杠杆又能继续大干特干，还能不赶紧 去价格给顶上去？ 有人又要问了，既然赛博印钞机已开，为什么黄金价格反而跌了？ 道理很简单，黄金最大的多头是谁？各国央行啊！ 最近这段时间，美帝在中东吃了大瘪。有人说，这波胜利属于美以，吃亏的是波斯。 笑死了，波斯当然吃亏了。但问题是，一个如此不堪的波斯，都能把美帝军力的底给探出来了。美以导 弹技术不行，生产能力更 ...

Group 1 - Chow Tai Fook has announced that it will adjust the prices of its gold jewelry products due to fluctuations in gold prices, with the new price tags expected to be updated by the end of March [1] - The price of gold has been on the rise, reaching a historical high of $3057.51 per ounce on March 20, followed by a slight correction on March 21, where it dropped to a low of $2999.268 per ounce [1] - As of March 24, the retail price for Chow Tai Fook's gold jewelry is set at 918 RMB per gram, while competitors like Chow Sang Sang and Lao Miao are priced at 915 RMB and 914 RMB per gram respectively [1][2] Group 2 - Recent fluctuations in gold prices have led to mixed reactions among consumers, with some expressing frustration over recent purchases as prices fell, while others have seen significant profits from long-term investments in gold [2] - The market is responding to price volatility by introducing smaller weight gold products to attract consumers, with online offerings priced between 8000 to 9000 RMB for earrings and necklaces, and some items as low as 559 RMB for a 0.5-gram gold bracelet [2] - Investment analysts suggest that consumers should avoid buying gold at high prices to mitigate risks, and recommend strategies like dollar-cost averaging to manage price fluctuations effectively [3]