Core Insights - The Shanghai Gold Exchange's gold T+D closed at 775.6 yuan per gram on August 4, marking an increase of 1.15% [1] - The Shanghai Gold Exchange's silver T+D closed at 8999.0 yuan per kilogram on August 4, reflecting a rise of 1.21% [1] Gold Market - The gold T+D price increase indicates a positive trend in the gold market, with a closing price of 775.6 yuan per gram [1] Silver Market - The silver T+D price also showed an upward movement, closing at 8999.0 yuan per kilogram, suggesting a strengthening in the silver market [1]

Group 1 - The current gold market is at a critical juncture influenced by the ongoing conflict between Trump and Fed Chairman Powell regarding interest rate cuts, as well as the upcoming US CPI data, which adds uncertainty to gold price trends [1][3] - Trump has been pressuring the Federal Reserve to lower interest rates to stimulate economic growth, emphasizing the necessity of low rates for enhancing export competitiveness, while Powell maintains the Fed's independence and resists political pressure [3] - High inflation is expected to persist, with the upcoming August CPI data anticipated to exceed previous levels, potentially approaching or surpassing 3%, which typically supports gold prices as it is viewed as a hedge against inflation [4] Group 2 - The volatility in the gold market is expected to increase, presenting investment opportunities for investors, as evidenced by the 26% rise in gold prices in the first half of 2025, reflecting sustained demand for gold as an inflation hedge [4] - To celebrate its anniversary, the company is offering up to $10,000 in bonuses to investors, along with a maximum rebate of $26 per lot on trading spreads, aimed at reducing trading costs and facilitating easier entry into the gold market [5] - The company's website serves as a valuable resource for investors, providing access to financial news and market insights to enhance investment skills and enjoyment in trading [5]

2025-08-01 10:48:13 作者：狼叫兽 非农数据，全球金融市场的"超级焦点"!每逢月初非农降临，黄金1小时波幅可能超越平常一周;当非农黄 金双向交易机会拉满，在夏季20:30这个黄金时间，投资者不用熬夜，就能抓住财富机遇。这也是为何 非农来临时，黄金交易格外受欢迎的原因之一，因为机遇真的很充足。 非农成全球超级焦点 图源/网络 一、非农魔力引爆全球! 每个月第一个周五，华尔街、伦敦、香港、悉尼……交易大厅的灯都会亮到深夜。非农就业报告一公 布，网络搜索量飙升、霸榜各大黄金网站头条内容，连平时不碰金融的朋友也会问一句："今晚黄金会 爆吗?"这就是非农的魔力——全球投资者紧盯交易界面，犹如同时按下F5，等待最新报告点燃行情。 二、非农黄金波动有多强? 领峰贵金属统计显示，近十次非农夜，黄金双向波动机遇拉满，平均波幅高达38美元以上。把握住了非 农时刻的3分钟，或可达到日常半天的波动效果。把握非农时刻的黄金机遇，有个秘诀必须知道，那就 是领峰贵金属"非农直通车"。 三、为何黄金逢非农必火? 非农=美联储的"遥控器"。就业降温，美元领跌、黄金爆发;失业率超预期，降息升温、黄金利多，将迅 速对冲通胀与货币 ...

Group 1 - The Shanghai Gold Exchange's gold T+D closed at 776.79 yuan per gram on August 1, marking an increase of 1.3% [1] - The Shanghai Gold Exchange's silver T+D closed at 8962.0 yuan per kilogram on August 1, reflecting a rise of 0.8% [1]

Group 1 - The Shanghai Gold Exchange's gold T+D rose by 0.18% to 768.2 yuan per gram on the evening of August 1 [1] - The Shanghai Gold Exchange's silver T+D fell by 0.22% to 8871.0 yuan per kilogram on the evening of August 1 [1]

Group 1 - The Shanghai Gold Exchange reported a 0.15% increase in gold T+D prices, closing at 767.0 yuan per gram on August 1 [1] - The Shanghai Gold Exchange noted a 1.22% decrease in silver T+D prices, closing at 8888.0 yuan per kilogram on August 1 [1]

Group 1 - The Shanghai Gold Exchange's gold T+D closed at 766.4 yuan per gram on July 31, 2023, reflecting an increase of 0.07% [1] - The Shanghai Gold Exchange's silver T+D closed at 8905.0 yuan per kilogram on July 31, 2023, showing a decrease of 1.03% [1]

Core Insights - Global gold demand continues to grow strongly against a backdrop of record-high prices, with total demand in Q2 increasing by 3% year-on-year to 1249 tons, and value soaring by 45% to a record $132 billion [1] Group 1: Global Gold Demand - In Q2, gold ETF inflows in China reached 464 billion RMB (approximately $65 billion, 61 tons), marking the strongest quarterly performance ever [1][3] - Global gold ETF demand has significantly increased for the second consecutive quarter, becoming a key driver of overall demand [1] - Investment in gold bars and coins has also surged, driven by rising prices and gold's safe-haven attributes [1] Group 2: Central Bank Purchases - Central banks globally slowed their gold purchases in Q2, with a total of 166 tons added to official reserves, the lowest level since 2022, but still 41% higher than the quarterly average from 2010 to 2021 [1][2] - Despite the slowdown, central bank gold purchases remain at significant levels due to ongoing economic and geopolitical uncertainties, with expectations of continued buying in the next 12 months [2] Group 3: Chinese Market Dynamics - The Chinese market led the ETF inflow trend, with total inflows for the first half of the year reaching 631 billion RMB (approximately $88 billion) [3] - The total assets under management for Chinese gold ETFs doubled, achieving a growth rate of 116% to reach 152.5 billion RMB (approximately $21.3 billion) by the end of June [3] Group 4: Price Trends and Market Impact - The average LBMA gold price reached a record of $3280.35 per ounce in Q2, reflecting a 40% year-on-year increase and a 15% quarter-on-quarter increase [4] - Despite record prices, recycling activities remain low, with Indian consumers increasingly opting for old-for-new exchanges or using gold as collateral for loans [4] Group 5: Investment and Inventory Changes - Off-market investments and inventory changes contributed an additional 170 tons to demand in Q2, indicating healthy levels of institutional investment and sustained interest from high-net-worth individuals [5]

上海黄金交易所黄金T+D 7月31日（周四）晚盘盘初上涨0.28%报768.0元/克； 上海黄金交易所白银T+D 7月31日（周四）晚盘盘初下跌1.19%报8891.0元/千克。 黄金延期 白银延期 ...

Core Viewpoint - Global gold demand continues to grow strongly against the backdrop of record-high prices, with significant contributions from investment in gold ETFs and geopolitical uncertainties [1][2]. Group 1: Global Gold Demand - In Q2, global gold demand increased by 3% year-on-year to 1249 tons, with a value surge of 45% to a record $132 billion [2]. - The demand for gold ETFs saw a substantial increase, marking the second consecutive quarter of growth, driven by rising prices and the asset's safe-haven appeal [3]. Group 2: Central Bank Purchases - Central banks slowed their gold purchases in Q2, with a total of 166 tons added to global official reserves, the lowest level since 2022, but still 41% higher than the average from 2010 to 2021 [4]. - Despite the slowdown, central banks are expected to continue purchasing gold due to ongoing economic and geopolitical uncertainties [4]. Group 3: China Market Dynamics - In Q2, China's gold ETF inflows reached 464 billion RMB (approximately $65 billion, 61 tons), marking the strongest quarterly performance ever [5]. - The total inflow for the first half of the year reached 631 billion RMB (about $88 billion), with a 116% increase in total assets under management, reaching 152.5 billion RMB (approximately $21.3 billion) by the end of June [5]. Group 4: Price Trends and Investment Demand - The average LBMA gold price in Q2 reached a record of $3280.35 per ounce, a 40% year-on-year increase and a 15% quarter-on-quarter increase [8]. - Overall investment demand, including ETFs, bars, and coins, grew by 78% year-on-year, with expectations for gold prices to potentially reach $3675 per ounce by year-end [6]. Group 5: Recycling and Jewelry Demand - Despite high prices, recycling activities remain low, with Indian consumers increasingly opting for old-for-new exchanges or using gold as loan collateral [8]. - Jewelry demand showed a divergence in volume and value, with tonnage generally declining but spending on gold jewelry increasing [8].