Wind数据显示， 5月5日，现货黄金及COMEX黄金期货价格涨幅均一度超过2.7%，日内一度上涨超 80美元。 6日早间，现货黄金继续冲高，盘中一度突破3360美元/盎司。 截至发稿，现货黄金报 3367.970美元/盎司，COMEX黄金报3367.7美元/盎司，日内上涨均超1%。 国内各品牌金饰价格也随之上扬，不少品牌克价再次突破千元。中新经纬6日查询发现，周大福金饰价 格为1026元/克，较前一日上涨28元/克；周生生金饰价格为1023元/克，较前一日上涨23元/克；老庙黄 金金饰价格为1022元/克，上涨31元/克。 银河证券研报称，黄金突破区间可能需等待美联储降息或实物黄金需求爆发。未来需要进一步观察美国 经济情况，是滞胀还是衰退，如果出现滞胀并且美联储并未降息，那么黄金大概率呈现震荡向上。如果 进入衰退，黄金会跟随其他大宗商品回调，直至美联储启动降息。黄金的震荡区间已经被系统性的提升 到3150美元至3550美元，美联储降息后黄金有望上行至3700美元以上。另外，实物黄金需求旺盛或使得 下半年黄金再次上行。 来源：中新经纬 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 丽老唐 给您 ...

Market Overview - On May 6, the A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.49%, the Shenzhen Component Index up by 0.75%, and the ChiNext Index up by 0.97% [1] - A total of 4,495 stocks increased in value, while only 506 stocks declined [2] Index Performance - The Shanghai Composite Index was at 3,295.25, gaining 16.22 points (0.49%) [2] - The Shenzhen Dividend Index rose by 42.67 points (0.50%) to 8,510.95 [2] - The CSI 300 Index increased by 23.81 points (0.63%) to 3,794.38 [2] Sector Performance - The education and precious metals sectors showed the highest gains, with education up by 2.89% and precious metals up by 2.06% [4] - The communication equipment and software sectors also performed well, with increases of 2.04% and 1.63%, respectively [4] - The soft drink sector experienced the largest decline, down by 1.50% [4] Notable Stocks - Rare earth permanent magnet stocks surged, with Shenghe Resources hitting the daily limit, and Daidi Bear rising over 7% [4] - China Rare Earth saw an increase of over 5%, while Galaxy Magnetic and Northern Rare Earth also experienced significant gains [4]

Core Viewpoint - Discovery Silver Corp. has filed a final short form base shelf prospectus allowing for future offerings of securities up to C$500 million, enhancing financial flexibility for potential business developments [1][2]. Group 1: Shelf Prospectus Details - The Shelf Prospectus enables the company to offer common shares, warrants, subscription receipts, units, or a combination thereof during a 25-month period [2]. - The maximum aggregate amount for offerings under the Shelf Prospectus is C$500 million [2]. - The company aims to maintain financial flexibility to support future business developments through this renewal [2]. Group 2: Company Overview - Discovery Silver Corp. is focused on precious metals in North America, with significant exposure to silver through its Cordero project, one of the largest undeveloped silver deposits globally [5]. - The company has recently transformed into a Canadian gold producer by acquiring the Porcupine Complex from Newmont Corporation, enhancing its operational footprint in a renowned gold camp in Ontario [5]. - Discovery holds a dominant land position within the Timmins gold camp, with substantial mineral resources and exploration potential [5].

Core Viewpoint - Bunge Global SA (BG) is expected to report a significant decline in both sales and earnings for the first quarter of 2025, with sales estimated at $12.8 billion, a 4.5% decrease year-over-year, and earnings per share projected at $1.27, reflecting a 58% drop from the previous year [1] Financial Performance Estimates - The Agribusiness segment's revenues are estimated at $8.76 billion, down 10% from $9.74 billion in the prior year, with projected volumes of 19,369 thousand metric tons, a 4% decrease [4] - Adjusted EBIT for the Agribusiness segment is expected to be $206 million, a 58% decline year-over-year, with the merchandising business anticipated to see a 21% drop in EBIT to $60 million, and processing business EBIT projected to fall 68% to $133 million [5] - The Refined and Specialty Oils segment's revenues are estimated at $3.65 billion, indicating a 13% increase from the previous year, with operating income expected to drop 42% to $118 million [6][7] - The Milling segment's revenues are projected at $396 million, a 4% increase, with operating income estimated at $23 million, an 18% decline from the previous year [8] Impact of Segment Sales - The sale of the Sugar and Bioenergy segment, completed on October 1, 2024, is expected to negatively impact Bunge's income, as this non-core segment contributed $43 million in sales and $24 million in EBIT in the first quarter of 2024 [9] Stock Performance - Bunge's shares have increased by 14.3% over the past three months, outperforming the industry average growth of 2.2% [10]

Group 1 - First Majestic Silver (AG) shares have increased by 5.9% over the past four weeks, closing at $5.91, with a mean price target of $7.89 indicating a potential upside of 33.5% [1] - The average price targets range from a low of $6 to a high of $11, with a standard deviation of $1.87, suggesting variability in analyst estimates [2] - Analysts have shown a strong agreement in revising earnings estimates higher, with the Zacks Consensus Estimate for the current year increasing by 16.7% over the past month [11][12] Group 2 - AG holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimates [13] - The correlation between earnings estimate revisions and near-term stock price movements supports the expectation of a potential upside for AG [11] - While price targets can be misleading, the direction implied by the consensus price target suggests a positive outlook for AG [10][13]

深圳水贝珠宝市场最近上演着冰火两重天：4月26日金条柜台被抢购一空，商家每天紧急补货10公斤； 五一当天金价跌破千元大关，老庙黄金995元/克的标价牌前，挤满连夜赶来的抛售者。这种戏剧性转折 在投资圈随处可见——某投资者4月22日以829元/克买入千万黄金，次日清仓就亏掉47万。 短短24小时内，47万财富灰飞烟灭！这不是电影情节，而是发生在五一假期前的真实黄金市场。国际金 价从历史高点3509.9美元断崖式下跌至3220美元，跌幅超过8%的惊人数据背后，藏着无数投资者惊心 动魄的财富故事。 | 上 今日金价 手机版 港澳及海外版 | | CHOW TAI FOOK | | | --- | --- | --- | --- | | | | 周大福 | | | | 首页 全部商品 | 婚嫁 | CTF for YOU定制 | | | 今日金价 (更新于2025年05月01日 10:11:00) | | | | 手 | 足金 (饰品、工艺品类) | 1009 元/克 | | | 学歯合价 | 投资黄金类 | 889 元/克 | | | (1) 黄金增值服务 | 黄金增值服务金价 金条、含章不作端值服务) | 886 ...

Group 1 - The core viewpoint of the news highlights a significant decline in gold prices, with spot gold dropping over 2% to near $3220 per ounce, and COMEX gold also experiencing a decline of over 2.4% [1][2] - As of April 30, the World Gold Council reported that global gold demand in Q1 2025 reached 1206 tons, marking a 1% year-on-year increase [7] - The demand for gold ETFs surged, with investment demand in Q1 2025 increasing by over 170% to 552 tons, the highest quarterly level since Q1 2022 [7] Group 2 - In the Chinese market, gold ETF demand saw a historic high with inflows of approximately 167 billion RMB (around $23 million, equivalent to 23 tons) [7] - The consumption of gold jewelry in China decreased by 26.85% year-on-year to 134.531 tons, while the demand for gold bars and coins increased by 29.81% to 138.018 tons [7] - The price of gold jewelry from various brands in China has also declined, with prices for brands like Chow Tai Fook and Lao Feng Xiang dropping below 1000 RMB per gram [4]

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones up 0.35% at 40,669.36 points, the S&P 500 up 0.15% at 5,569.06 points, and the Nasdaq down 0.09% at 17,446.34 points [1] - Major tech stocks mostly declined, with Tesla down over 3%, Amazon down over 1%, Facebook down nearly 1%, Google down 0.85%, and Nvidia down 0.09%. Microsoft rose 0.31% and Apple rose 0.61% [1] - Popular Chinese concept stocks showed mixed results, with Canaan Technology down nearly 10%, Yum China down over 7%, Pony.ai down over 5%, and NIO down over 4%. On the upside, Century Internet rose over 11%, Kingsoft Cloud rose over 9%, and Global Data rose over 5% [1] European Market - European stock indices closed slightly higher, with Germany's DAX up 0.32% at 22,496.98 points, France's CAC40 up 0.5% at 7,593.87 points, and the UK's FTSE 100 up 0.37% at 8,494.85 points [1] Commodity Prices - International precious metal futures generally fell, with COMEX gold futures down 1.03% at $3,299.20 per ounce and COMEX silver futures down 2.25% at $32.82 per ounce [1] - International oil prices dropped significantly, with the main U.S. oil contract down 3.64% at $58.22 per barrel and the main Brent crude contract down 3.37% at $61.15 per barrel [1] Currency and Bond Market - At the New York close, the U.S. dollar index rose 0.43% to 99.64, while the offshore RMB against the U.S. dollar fell by 2 basis points to 7.2689 [1] - U.S. Treasury yields mostly declined, with the 2-year yield down 4.51 basis points at 3.6048%, the 3-year yield down 5.06 basis points at 3.5922%, and the 5-year yield down 4.48 basis points at 3.7247%. The 10-year yield fell 1.55 basis points to 4.16%, while the 30-year yield rose 2.55 basis points to 4.6754% [1] - European bond yields fell across the board, with the UK 10-year yield down 3.9 basis points at 4.438%, France's 10-year yield down 5.1 basis points at 3.165%, Germany's 10-year yield down 5.3 basis points at 2.441%, Italy's 10-year yield down 4.3 basis points at 3.562%, and Spain's 10-year yield down 5 basis points at 3.111% [1]

Core Viewpoint - The global capital markets are experiencing significant volatility, with traditional safe-haven assets like gold and foreign currencies gaining strength amidst geopolitical risks and inflation concerns Group 1: Safe-Haven Assets - Gold is gaining prominence due to central bank purchases and a trend towards de-dollarization, highlighting its value retention properties [2] - The Japanese yen is expected to appreciate as the Bank of Japan signals tightening, making it an attractive option for short-term forex arbitrage [2] - The Swiss franc is viewed as a safe haven amid European instability, bolstered by the recovery of trust in the Swiss banking sector [3] Group 2: Alternative Assets - Bitcoin is being recognized for its anti-inflation properties following the approval of Bitcoin futures ETFs, although its volatility remains a concern [4] - Rare earth resources are becoming strategic assets due to supply constraints and rising prices, making them suitable for long-term investment [4] Group 3: Pitfalls of Pseudo-Safe Assets - Oil is facing demand weakness despite OPEC+ production cuts, leading to a return to its commodity nature [5] - Real Estate Investment Trusts (REITs) are losing appeal due to rising interest rates, increasing liquidity risks [5] - Emerging market bonds are under pressure from a strong dollar, with heightened default risks in countries like Turkey and Argentina [5] Group 4: Investment Strategies - Conservative strategy suggests a portfolio of 60% gold ETFs, 30% yen cash, and 10% government bond reverse repos [6] - Aggressive strategy includes 50% Bitcoin, 30% rare earth stocks, and 20% Swiss franc deposits [6] - Balanced strategy recommends dollar-cost averaging in gold, holding Bitcoin, and hedging with yen forex options [6] Group 5: Future Outlook - The search for the next "gold" is ongoing, with potential shifts in value driven by blockchain technology and green energy [7] - The core principles of scarcity and consensus value remain central to identifying safe-haven assets [7]

Group 1 - The core viewpoint of the article highlights the significant fluctuations in gold prices, which have caught many investors off guard, with international gold prices surpassing $3,500 per ounce and Shanghai gold prices reaching a maximum of 834.6 yuan per gram [2][3] - The recent surge in gold prices is attributed to multiple factors, including escalating trade tensions between China and the U.S., a weakening dollar, a cautious shift in Federal Reserve policy, and rising global risk aversion [3][8] - There has been a notable increase in gold investment demand, particularly in gold bars and coins, with a reported 29.81% year-on-year growth in this segment, while gold jewelry consumption has declined by 26.85% [8][9] Group 2 - The trading volume and value in China's gold market have seen significant growth, with a 4.57% increase in trading volume and a 42.85% increase in trading value year-on-year for the Shanghai Gold Exchange [8][9] - The volatility in gold prices has led to a surge in short-term trading activity, with many investors expressing regret over high entry points as prices rapidly declined after initial gains [4][5][7] - Financial institutions are responding to the volatility by issuing risk warnings and adjusting the rules for gold accumulation products, such as increasing transaction fees and minimum purchase thresholds [9][10]