Group 1: Gold Market Overview - Gold futures opened at $4,467.10 per troy ounce, reflecting a 0.1% increase from the previous day's closing price of $4,462.50, but have since declined by 0.89% after market open [1] - The one-year gain for gold as of December 29 was 74.5%, with a weekly increase of 3.1% and a monthly increase of 6.2% [3][8] Group 2: Economic Indicators and Interest Rates - The ADP Employment Report indicated that the U.S. economy added 41,000 jobs in December, following a loss of 29,000 jobs in November, although analysts had anticipated a larger rebound of 48,000 jobs [1] - The U.S. Factory Orders report for October showed a decline of 1.3%, missing expectations by 10 basis points [1] - Current expectations suggest that the Federal Reserve will maintain interest rates at 3.50% to 3.75% during the next decision on January 28, with an 86.2% probability of no change [2] Group 3: Investment Opportunities in Gold - Gold does not pay interest, but potential interest-rate reductions could lower the opportunity cost of holding gold, making it more attractive to investors [2] - There are opportunities for investors to explore top-performing companies in the gold industry using screening tools available on platforms like Yahoo Finance [4]

Core Viewpoint - The price of gold has shown an upward trend, influenced by geopolitical events and upcoming economic data releases that may affect interest rate policies [2][4]. Price Movement - Gold futures opened at $4,459.80 per troy ounce, reflecting a 0.2% increase from the previous day's closing price of $4,451.50 [1]. - The price of gold has increased by 2.6% over the past week, 6.1% over the past month, and 68.6% over the past year [7]. Economic Influences - The capture of Venezuelan President Nicolás Maduro has contributed to gold's rise above $4,400 [2]. - Upcoming economic data, including the ADP employment report, is expected to influence future interest rate decisions, which in turn could impact gold prices [2][3]. Employment Data - The ADP employment report is anticipated to show an increase of 45,000 jobs for December, following a decline of 32,000 in November [3]. - Positive employment data could slow the pace of interest rate reductions, which would affect gold's attractiveness compared to other assets [3]. Investment Considerations - Gold is viewed as a stabilizer in a diversified portfolio rather than a driver of high returns, according to industry experts [10]. - Investors are advised to manage expectations and consider the long-term nature of gold investments [10]. Speculation and Risks - Gold is considered a speculative investment, with prices influenced by unpredictable macroeconomic and political factors [11]. - Investors should be cautious of price risks when purchasing gold at high levels, as this strategy may not yield short-term gains [9].

Gold (GC=F) futures opened at $4,489.30 per troy ounce Friday, up 0.6% from Thursday’s closing price of $4,460.70. Currently, the price of gold rose 0.49% after the open. New labor data, a stronger U.S. dollar, and index rebalancing activity may drive some short-term volatility in gold prices. The U.S. employment report, due later this morning, will sharpen the picture on the labor market. Analysts believe hiring increased in December but expect unemployment will have moderated only slightly to 4.5% fro ...

Core Viewpoint - The price of gold has increased due to heightened geopolitical risks following a U.S. military strike in Venezuela, which has led to increased demand for gold as a safe-haven asset [2][3]. Group 1: Current Gold Prices - Gold futures opened at $4,368.30 per troy ounce, reflecting a 0.9% increase from the previous closing price of $4,329.60 [1]. - The price of gold rose above $4,400 during early trading [1]. - Gold's one-year gain as of December 29 was 74.5% [4]. Group 2: Geopolitical Influence - The U.S. strike in Venezuela, which resulted in the capture of President Nicolás Maduro, has increased geopolitical tensions and subsequently boosted gold demand [2]. - Criticism of the U.S. action has come from leaders in Cuba, Russia, and Iran, indicating a rise in geopolitical risk [2]. Group 3: Market Trends - The U.S. Dollar Index has gained 0.37% in 2026 after a decline of over 9% in 2025, coinciding with the increased demand for gold [3]. - Gold prices have shown a weekly change of -0.1%, a monthly increase of +3.9%, and a yearly increase of +64.3% [9]. Group 4: Factors Affecting Gold Prices - Key factors influencing gold prices include geopolitical events, central bank buying trends, inflation, interest rates, and mining production [12].

【导读】机构热议"黑天鹅"事件对黄金、原油后市影响 中国基金报记者 曹雯璟 2026年，首个地缘政治"黑天鹅"事件袭来，原油、黄金市场风云再起。 1月5日晚间，截至记者发稿，现货黄金、现货白银价格大幅拉升，国际油价则波动加剧。 | 人力量 门 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 4431.534 | 75.889 | 4438.4 | | +99.959 +2.31% | +3.070 +4.22% | +108.8 +2.51% | | COMEX白银 | SHFE黄金 | SHFE自银 | | 75.540 | 995.00 | 18247 | | +4.525 +6.37% +13.78 +1.40% +210 +1.16% | | | | 能源化工 | | | | NYMEX WTI原油 | ICE布油 | ICE轻质低硫原油 | | 56.61 | 60.05 | 56.36 | | -0.71 -1.24% -0.70 -0.70 -1.15% -0.65 -1.14% | | | | INE原油 | INE低硫燃料油 | N ...

★ 宏观动态 ★ 特朗普接连向多国发出威胁 据央视新闻，美国总统特朗普1月4日在总统专机"空军一号"上面对媒体，向委内瑞拉、哥伦比亚、古巴、伊 朗、墨西哥等国发出威胁。谈及委内瑞拉时，特朗普称，美国"必须获得（对委内瑞拉资源的）完全准入"。特 朗普自称美国已"掌控"委内瑞拉。"别问我现在谁掌权，因为我会给你一个答案，而且这个答案会非常有争 议。"当记者追问时，特朗普说："我的意思就是，现在由我们掌控。"特朗普称，委内瑞拉代理总统罗德里格 斯"如果不做正确的事，将面临比马杜罗更糟糕的处境"。更多军事干预方案已摆在桌面上。"如果他们不守规 矩，我们将发动第二轮打击。" 国家铁路运输总收入首次破万亿 据中国新闻网，1月5日，记者从中国国家铁路集团有限公司获悉，国家铁路2025年完成运输总收入10204亿 元、同比增长3.1%，首次突破1万亿元。2025年，国铁集团较预算节支197亿元，非运输业完成利润296亿元， 国铁控股运营合资铁路公司总体盈利约260亿元。截至2025年底，国铁集团资产负债率降至62.5%，较上年末 下降1个百分点。 四川：围绕专用芯片、大模型、智能终端等重点方向，全力突破先进计算等方面关键核心 ...

②【美股存储芯片股走高】美股存储芯片股走高，美光科技涨超3%，西部数据涨超2%，SanDisk涨超2%。 ①【三大期指齐涨】道指期货涨0.06%、标普500指数期货涨0.23%、纳指期货涨0.52%。 每经记者｜岳楚鹏 每经编辑｜金冥羽 高涵 ⑨【黄仁勋和苏姿丰6日将做主题演讲】英伟达CEO黄仁勋将在北京时间1月6日早上5点做主题演讲。AMD CEO苏姿丰将在北京时间1月6日上午10点30分 做主题演讲。美国拉斯维加斯消费电子展（CES）将于太平洋时间时间1月6日开幕。 ⑩北京时间23:00，美国12月美国ISM制造业PMI发布。 ③【石油股普涨，美唯一在委运营石油公司雪佛龙涨超6%】石油股普涨盘前普涨。截至发稿，雪佛龙上涨6.84%，康菲石油公司上涨6.51%，埃克森美孚 上涨3.38%，西方石油公司上涨1.39%。消息面上，据新华社报道，1月3日特朗普在新闻发布会上宣布，将让美国大型石油公司进入委内瑞拉，投入数十 亿美元，修复严重破损的基础设施，尤其是石油基础设施，并开始创造收益。雪佛龙是目前唯一仍在运营委油田项目的美国大型油企。 ④【黄金股集体上涨】黄金股集体上涨。截至发稿，New Gold涨超5%，科 ...

格隆汇1月5日丨山东黄金(600547.SH)公布，截至2025年12月31日，公司累计通过股票回购专用证券账 户以集中竞价交易方式回购股份数量为183.49万股，占公司总股本的0.07%，其中，最高成交价为19.45 元/股，最低成交价17.85元/股，成交总金额为34,092,534.43元(不含交易费用)。 ...

格隆汇1月5日丨山东黄金(600547.SH)公布，截至2025年12月31日，公司累计通过股票回购专用证券账 户以集中竞价交易方式回购股份数量为183.49万股，占公司总股本的0.07%，其中，最高成交价为19.45 元/股，最低成交价17.85元/股，成交总金额为34,092,534.43元(不含交易费用)。 ...

预计2025年年度实现归属于上市公司股东的扣除非经常性损益后的净利润约为人民币297,000万元到人 民币317,000万元，与上年同期(法定披露数据)相比，将增加约人民币126,975万元到人民币146,975万 元，同比增加约75%到86%。 格隆汇1月5日丨赤峰黄金(06693.HK)公告，公司预计2025年年度实现归属于上市公司股东的净利润约为 人民币30亿元到人民币32亿元，与上年同期(法定披露数据)相比，将增加约人民币123,566万元到人民币 143,566万元，同比增加约70%到81%； ...