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美元反弹压制金银 特朗普罢免理事添变数
Jin Tou Wang· 2025-08-28 07:26
在8月28日的欧洲交易时段,金价陷入负值区间展开交投。彼时,受美元强势反弹以及部分获利盘回吐 的双重影响,贵金属价格自三周以来约3400美元的高位有所回落。与此同时,因美国总统唐纳德·特朗 普以抵押贷款存在不当行为为由罢免了美联储理事丽莎·库克,市场对美联储独立性的隐忧持续萦绕。 而这一状况恰恰为金价提供了支撑——黄金作为传统避险资产的属性在此得以彰显。另外,尽管白银未 能守住每盎司40美元以上的涨幅,但有基金经理指出,该贵金属展现出不容小觑的上涨动能,未来或将 推动银价重返2011年创下的历史高位。 【要闻速递】 现货黄金(伦敦金): 金价当天失去动力。贵金属的积极前景仍然完好无损,价格在日线图上关键的 100 日指数移动平均线 (EMA) 上方得到良好支撑。14 天相对强弱指数 (RSI) 位于 56.55 附近的中线上方,表明短期内进 一步上涨看起来有利。黄金的直接阻力位出现在布林带的上限 3,410 美元。果断突破该水平可能会为 7 月 23 日的高点 3,439 美元铺平道路。再往北,下一个障碍在 3,500 美元,即心理水平和 4 月 22 日的高 点。另一方面,XAU/USD 的初始支撑位位于 ...
国内黄金市场行情:8月26日金价下跌,金条与回收价格双双回落
Sou Hu Cai Jing· 2025-08-27 23:40
Group 1 - The current gold prices in China have seen significant increases, with major brands like Lao Feng Xiang and Dong Xiang selling gold jewelry at over 1000 yuan per gram, while other retailers like China Gold offer much lower prices at 792.5 yuan per gram [1][2] - The price differences between branded gold jewelry and non-branded options highlight the impact of brand value on pricing, with significant savings available in markets like Shenzhen's Shui Bei, where prices can be as low as 786 yuan per gram for 999 gold [1][2] - Platinum prices also vary widely, with branded options priced at around 552 yuan per gram, while non-branded options can be found for as low as 331 yuan per gram in Shui Bei market [1] Group 2 - Gold recovery prices are determined by the current market price, with China Gold's recovery price at 773.5 yuan per gram, reflecting the fluctuations in the international gold market [2][4] - The global economic environment is influencing gold prices, with a recent increase in spot gold prices by 0.62% to 776.58 yuan per gram, indicating market optimism for future price increases [4][5] - Central banks are increasing their gold purchases as a strategy to strengthen their reserves, contributing to rising demand for gold [5][6] Group 3 - Market expectations for gold prices are bullish, with major investment banks predicting significant increases, such as Citibank forecasting gold to reach 3500 USD per ounce in three months and Goldman Sachs suggesting a potential price of 4000 USD per ounce by mid-2026 [5][6] - Factors supporting long-term gold price increases include the difficulty of mining new gold and ongoing demand for gold as a safe-haven asset [6]
X @Bloomberg
Bloomberg· 2025-08-27 07:10
Vietnam is opening up its gold market, ending a state monopoly on imports and exports of raw bullion https://t.co/IWGpaKbaGZ ...
LSEG跟“宗” | 鲍威尔确认降息 各类资产止跌回升
Refinitiv路孚特· 2025-08-27 06:02
Core Viewpoint - The article discusses the implications of recent economic data and Federal Reserve meetings on interest rate expectations and commodity markets, particularly focusing on gold and silver prices, as well as the sentiment in the futures market regarding these precious metals [2][24][25]. Group 1: Economic Indicators and Federal Reserve Actions - The U.S. Producer Price Index (PPI) jumped 0.9% in July, significantly above the expected 0.2%, indicating the impact of tariffs on local inflation [2][23]. - The Federal Reserve's internal meeting records revealed that only two members advocated for interest rate cuts, while others prioritized controlling inflation over employment [2][23]. - Market sentiment suggests a strong expectation for a rate cut in September, with the likelihood of maintaining this stance into October depending on upcoming economic data [2][24]. Group 2: Futures Market Sentiment - As of August 19, net long positions in COMEX gold decreased by 8.1% to 441 tons, marking the lowest level in six weeks, while net long positions in COMEX silver increased by 1.9% to 4,477 tons [3][6]. - The article notes that the correlation between gold prices and silver is strong, with silver prices having increased by 29.4% year-to-date [6][9]. - The platinum market saw a slight decrease in net long positions, while palladium remains in a significant net short position, indicating ongoing challenges for these metals [7][12]. Group 3: Market Dynamics and Investment Trends - The gold-to-North American mining stock ratio fell to 14.094X, reflecting a 26.4% decline this year, suggesting that mining stocks have underperformed compared to gold itself [18][24]. - The article highlights the growing importance of ESG (Environmental, Social, and Governance) considerations in investment decisions, impacting the performance of mining stocks relative to commodities [18]. - The article emphasizes the need to monitor the gold-silver ratio as a sentiment indicator, with the current ratio at 86.848, down 1.1% week-over-week [19][21]. Group 4: Future Outlook - The potential for the Federal Reserve to cut rates while facing rising inflation presents a significant challenge for future monetary policy [25]. - The article suggests that if inflation remains high post-rate cuts, the Federal Reserve may face difficult decisions regarding interest rates in the coming months [25].
Gold rises to $3,377/oz after U.S. durable goods decline -2.8% in July
KITCO· 2025-08-26 12:44
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
A-Mark Precious Metals Sets Fiscal Fourth Quarter and Full Year 2025 Earnings Call for Tuesday, September 9th at 4:30 p.m. ET
Globenewswire· 2025-08-25 20:05
EL SEGUNDO, Calif., Aug. 25, 2025 (GLOBE NEWSWIRE) -- A-Mark Precious Metals, Inc. (NASDAQ: AMRK) (A-Mark), a leading fully integrated precious metals platform, will hold a conference call on Tuesday, September 9, 2025, at 4:30 p.m. Eastern time to discuss results for the fiscal fourth quarter and full year ended June 30, 2025. Financial results will be issued in a press release prior to the call. A-Mark management will host the presentation, followed by a question-and-answer period. A-Mark’s conference cal ...
Franco-Nevada Stock Hits 52-Week High: What's Aiding Its Performance?
ZACKS· 2025-08-25 16:21
Core Insights - Franco-Nevada Corporation (FNV) shares reached a new 52-week high of $186.12, closing at $185.10, driven by rising gold prices and strong Q2 2025 results [1][6] - The company has a market capitalization of $35.7 billion and holds a Zacks Rank 2 (Buy) [1] - FNV shares have increased by 50.8% over the past year, slightly below the industry's growth of 52.3% [1] Gold Price Drivers - The increase in gold prices in 2025 is attributed to geopolitical tensions, a depreciating U.S. dollar, potential monetary policy easing, central bank purchases, and tariff conditions [3] - Gold prices surpassed $3,500 per ounce in April 2025 and are currently around $3,360, which is expected to positively impact Franco-Nevada's results in upcoming quarters [4] Q2 2025 Financial Performance - Franco-Nevada reported adjusted earnings of $1.24 per share for Q2 2025, exceeding the Zacks Consensus Estimate of $1.10, marking a 65% year-over-year increase [4][6] - The company achieved record revenues of $369 million in Q2 2025, a 42% increase year-over-year, driven by high gold prices and contributions from Precious Metal assets [5][6] - Adjusted EBITDA surged 64.8% year-over-year to a record $366 million, with an adjusted EBITDA margin of 99% compared to 85.3% in the prior year [7] Future Guidance - Franco-Nevada projects total Gold Equivalent Ounces (GEOs) for 2025 to be between 465,000 and 525,000, indicating a 7% increase at the midpoint from 2024 [10] - The company expects revenues in 2025 to be 25% higher than the 2024 actual figures [10] Acquisition Strategy - The company is diversifying its portfolio through acquisitions, including a $500 million precious metals stream from Sibanye-Stillwater's South African mines, expected to deliver over 45 years [11] - Recent acquisitions include a 0.625% royalty on the Urasar gold-copper project for $0.55 million and a 4.25% NSR royalty in Discovery Silver's Porcupine Complex for $300 million [12] - Franco-Nevada acquired a 1.0% net smelter return royalty on AngloGold Ashanti's Arthur Gold Project for $250 million, funded through cash and a $175 million draw from its credit facility [13] Financial Position - The company is debt-free, utilizing free cash flow for portfolio expansion and dividends [13] - As of Q2 2025, Franco-Nevada had available capital of $1.6 billion and $0.16 billion in cash [14]
Gold prices jump as Powell says policy adjustment may be warranted
KITCO· 2025-08-22 14:16
Core Viewpoint - The article provides insights into the author's background and experience in journalism and the financial sector, emphasizing a decade of reporting experience and a focus on economic issues [1][2]. Group 1 - The author has a diploma in journalism from Lethbridge College and over ten years of reporting experience in Canada [1]. - The author's experience includes covering territorial and federal politics in Nunavut, Canada [1]. - Since 2007, the author has worked exclusively within the financial sector, starting with the Canadian Economic Press [1].
Expect Bullish Volatility In Silver And The SIL ETF
Seeking Alpha· 2025-08-21 19:16
Core Insights - The Hecht Commodity Report is recognized as one of the most comprehensive commodities reports available, covering market movements of over 29 different commodities [1] - The report provides various market calls including bullish, bearish, and neutral, along with directional trading recommendations and actionable ideas for traders and investors [1][2] Group 1 - The investing group, The Hecht Commodity Report, offers extensive coverage of market movements for 20 different commodities [2] - The report includes actionable ideas and trading recommendations tailored for traders [2] - The author maintains positions in commodities markets, including futures, options, and commodity equities, with a current long position in silver [3]
India's gold market strengthened in July as ETF holdings and imports surged – WGC's Chacko
KITCO· 2025-08-21 17:39
Group 1 - The article does not contain any relevant content regarding company or industry insights [1][2][3][4]