该等活动已发现数个优质样段，为公司提供关于Arpola及Basin区矿脉的范围和几何构造的额外资料， 为未来的采矿研究奠定基础。 于Jokisuvu现正开展的地下金刚石取芯钻探活动具有18个钻孔，自200米水平起，针对Arpola飞鼠区170 米至240米水平进行钻探。金刚石取芯钻探亦完成两项勘探计划，一项为针对Jokisivu主结构的近地表东 南延伸部分的7个钻孔勘探活动，另一项为针对Uunimäki黄金项目(Uunimäki)已知矿化带的21个钻孔活 动。两项活动的最终含量结果均有待获取，并将于第一时间于联交所公布。 智通财经APP讯，龙资源(01712)公布，已获得2025年在芬兰南部Jokisivu金矿(Jokisivu)进行的首批三项 地下金刚石取芯钻孔活动的含量。本报告所载的结果指在Arpola主矿区295米至375米水平(Arpola-1)的 23个地下金刚石取芯钻孔活动钻孔、在Arpola主矿区225米至355米水平的7个地下金刚石取芯钻孔活动 钻孔以及Osmo悬壁区的东南延续部分(Arpola-2)以及在Basin区165米至185米水平的10个地下金刚石取芯 钻孔活动钻孔(Basin区-1 ...

格隆汇8月12日丨招金矿业(01818.HK)公布，公司将于2025年8月22日召开董事会会议，以（其中包括） 审议及通过集团截至2025年6月30日止六个月的中期业绩及其发布。 ...

Group 1 - The price of gold jewelry from major brands has dropped significantly, with Chow Sang Sang at 1010 yuan per gram, Chow Tai Fook at 1008 yuan, Lao Miao at 1004 yuan, and Saturday's Luck at 988 yuan [1] - Spot gold prices fell below $3350 per ounce, with COMEX gold dropping nearly 2.5% and COMEX silver down over 1.7% [3][5] - Following a significant market fluctuation, President Trump announced that no tariffs would be imposed on imported gold bars, leading to a sharp decline in international gold prices [10][11] Group 2 - The recent volatility in gold prices was influenced by the announcement regarding tariffs, with gold futures on the New York Commodity Exchange experiencing a nearly 2.5% drop, marking the largest decline since May [8] - The market is closely monitoring upcoming U.S. inflation data, with expectations that a weaker-than-expected employment report may increase bets on a Federal Reserve rate cut in September [12] - The uncertainty surrounding tariffs has led to a temporary spike in gold prices, but the removal of this uncertainty may lead to a more bearish outlook for the market [12]

当地时间8月11日下午，美国总统特朗普在社交媒体上发文称，黄金将不会被征收关税。 在外界的焦急等待中，美国总统特朗普周一在社交媒体发文称，进口黄金将不会被征收关税，但没有公 布细节。截至周一下午，美国相关机构尚未发布对该政策的任何更新。 受这一消息影响，纽约商品交易所黄金期货价格当天出现超过2%的跌幅，至每盎司3404.70美元，创近 三个月来最大跌幅。 与此同时，对黄金的避险需求因俄乌停火前景而减弱，投资者也在密切关注事关9月美联储降息的最新 美国通胀报告及依然不明朗的全球贸易形势进展。 此前，由于市场推测美国海关与边境保护局将对进口的1公斤和100盎司金条征收关税，对黄金期货交割 可能受到影响的担忧刺激黄金期货价格在日前显著上涨并创下历史新高。 根据特朗普签署的行政令，美国从7日开始对从瑞士进口的产品征收39%的关税，而瑞士拥有的大量黄 金储备在保障国际黄金期货市场交割方面发挥重要作用。 72小时市场巨变 纽约商品交易所近月黄金期货合约周一重挫近2.5%，盘后失守每盎司3400美元，创今年5月以来最大跌 幅。 上周五（8日），美国海关和边境保护局表示，向美国供应1公斤金条和100盎司金条时使用的正确海关 ...

Group 1 - Brazil's gold exports surged by 60% year-on-year in the first half of 2025, driven by increased attractiveness of gold as a value reserve due to U.S. tariff policies [1] - The mining trade surplus in Brazil reached $16.01 billion, accounting for 53% of the national trade surplus, with mineral exports totaling $20.1 billion and imports at $4.1 billion [1] - Gold is recognized as a strategic mineral by multiple countries, highlighting its importance in Brazil's key mineral policy formulation [1] Group 2 - The spot price of gold in London has increased by 3.31% since August, with December futures reaching a record high of $3,534.1 per ounce on August 8 [2] - The share of gold in global foreign exchange reserves has been gradually increasing, with the IMF reporting that the dollar's share has declined to 57.4% as of Q1 this year [2] - Central banks' gold purchases, while slowing in Q2 2025, remain significantly higher than the average from 2010 to 2021, indicating sustained demand amid geopolitical tensions and economic uncertainty [2] Group 3 - Gold investment is viewed as a reliable long-term store of value, effectively hedging against inflation risks [3] - Historical data shows that while gold prices may fluctuate in the short term, the long-term trend is upward, ensuring the preservation of asset value [3] - The increase in official gold reserves globally reflects a long-term asset allocation strategy to safeguard national wealth [3]

本文字数：1963，阅读时长大约3分钟 作者 | 第一财经 樊志菁 在上周引起市场剧烈波动后，美国总统特朗普周一宣布，不会对进口金条加征关税。当天国际金价震荡走低超2%，创近三个月来最大跌幅。与此同时， 对黄金的避险需求因俄乌停火前景而减弱，投资者也在密切关注事关9月美联储降息的最新美国通胀报告及依然不明朗的全球贸易形势进展。 72小时市场巨变 纽约商品交易所近月黄金期货合约周一重挫近2.5%，盘后失守每盎司3400美元，创今年5月以来最大跌幅。 商品经纪商StoneX分析师奥康内尔（Rhona O'Connell）表示："芝加哥商品交易所COMEX库存目前占未平仓合约的86%，而正常情况下为40%-45%，因此 没有流动性问题。"他预计，美国海关与边境保护局仍可能修改其观点，或者华盛顿可能会将第二个HS编码添加到其排除清单中，或者该行业可能会挑战 美国海关与海关保护局的立场。 多重因素或影响短期金价 如今，市场目光将转向最新美国物价数据。美国7月消费者价格指数CPI将于周二公布，周四将公布生产者价格指数PPI。 最近一份弱于预期的美国就业报告增加了交易员对美联储9月份降息的押注。根据芝加哥商品交易所集团的F ...

Core Points - President Trump announced that there will be no tariffs on imported gold bars, leading to a significant drop in international gold prices, which fell over 2% on the same day, marking the largest decline in nearly three months [1][2] - The recent volatility in gold prices was influenced by the uncertainty surrounding tariffs and the potential impact on the gold market, with futures contracts experiencing a nearly 2.5% drop, falling below $3,400 per ounce [2][3] - The market is closely monitoring upcoming U.S. inflation reports, as a weaker-than-expected employment report has increased bets on a potential interest rate cut by the Federal Reserve in September [4] Market Reactions - Following the announcement of no tariffs, gold prices initially surged to a record high of $3,534.10 per ounce before retreating as the White House planned to clarify tariff-related misinformation [2] - The COMEX inventory levels are currently at 86% of open contracts, significantly higher than the normal range of 40%-45%, indicating no liquidity issues in the market [3] - Analysts suggest that the elimination of tariff uncertainty may lead to a more bearish outlook for gold prices, especially if upcoming inflation data exceeds expectations [4] Trade and Economic Factors - The ongoing trade tensions and recent tariff announcements by the U.S. government are expected to influence gold prices, with the market reacting to the potential for new tariffs on various goods, including pharmaceuticals [4] - The anticipated meeting between President Trump and President Putin regarding the Ukraine conflict is also seen as a factor that could affect gold prices, as hopes for a ceasefire may reduce safe-haven demand for gold [5][6]

Core Viewpoint - The article discusses the recent fluctuations in gold prices due to U.S. President Trump's announcement regarding import tariffs on gold bars, which has led to a significant drop in international gold prices and a shift in market sentiment towards inflation and trade issues [2][3][4]. Market Reaction - Following Trump's announcement, gold futures on the New York Commodity Exchange fell nearly 2.5%, dropping below $3,400 per ounce, marking the largest decline since May [3]. - The announcement led to a temporary spike in gold prices, reaching a record $3,534.10 per ounce, before retreating as the White House clarified the tariff situation [3][4]. Tariff Implications - The U.S. Customs and Border Protection clarified the correct customs code for gold bars, which could lead to potential tariffs, causing confusion and volatility in the market [3][4]. - Major gold suppliers, including those from Switzerland, halted shipments to the U.S. amid tariff uncertainties, although mining companies like Barrick Gold downplayed the impact, stating they are price takers [3][4]. Economic Indicators - The market is closely watching upcoming U.S. inflation data, with expectations that the Consumer Price Index (CPI) and Producer Price Index (PPI) will influence Federal Reserve interest rate decisions [6]. - A weaker-than-expected U.S. jobs report has increased speculation about a potential rate cut by the Federal Reserve in September, with a 89.4% probability of a 25 basis point cut [6]. Trade Relations - The article highlights ongoing trade tensions, including new tariffs on various goods, which have been a significant factor in driving gold prices up this year [6]. - Trump's recent actions regarding semiconductor and pharmaceutical tariffs are also noted, with potential rates reaching as high as 250% [6]. Geopolitical Factors - The potential for a ceasefire between Russia and Ukraine is seen as a factor that could reduce gold's safe-haven demand, impacting prices negatively [7][8]. - Analysts express optimism about the upcoming U.S.-Russia talks, viewing them as a crucial step towards stability, which could further influence gold prices [8].

Market Overview - Major U.S. indices opened high but closed lower, with the market awaiting key inflation reports such as CPI and PPI [1] - The Dow Jones fell by 200.52 points (0.45%) to 43,975.09, the Nasdaq dropped by 64.62 points (0.3%) to 21,385.4, and the S&P 500 decreased by 16 points (0.25%) to 6,373.45 [1] - C3.ai saw a significant drop of 25.6%, while Intel rose by 3.51% and Nvidia fell by 0.35% [1] European and Asian Markets - The German DAX30 index decreased by 118.41 points (0.49%) to 24,074.93, while the UK FTSE 100 rose by 29.03 points (0.32%) to 9,124.76 [2] - The French CAC40 index fell by 44.48 points (0.57%) to 7,698.52, and the European Stoxx 50 index dropped by 15.99 points (0.30%) to 5,331.75 [2] - In Asia, the Nikkei 225 index increased by 1.85%, while the KOSPI index fell by 0.1% [2] Currency and Commodities - The U.S. Dollar Index rose by 0.35% to 98.519, with the Euro and Pound both declining against the dollar [3] - Crude oil prices saw slight increases, with light crude futures for September rising by $0.08 to $63.96 per barrel (0.13%) and Brent crude for October increasing by $0.04 to $66.63 per barrel (0.06%) [3] Metals and Gold - Spot gold prices fell by 1.61% to $3,342.88 per ounce, with a low of $3,341.40 during the day [4] - Trump's comments regarding tariffs on gold have created market fluctuations, but no official order has been released yet [4] Cryptocurrency - Bitcoin decreased by 0.65% to $118,484.7, while Ethereum fell by 1.2% to $4,200.54 [5] Macro News - Trump's team is considering candidates for the Federal Reserve Chair position, including Bowman, Jefferson, and Logan, with an announcement expected in the fall [6] - The potential for stagflation poses a new risk to the U.S. dollar, as highlighted by TD Securities [7] Company News - Tesla's stock rose for the fourth consecutive day, driven by increased demand and extended delivery times for its Model Y [8] - Intel's CEO received a positive endorsement from Trump after previously facing calls for resignation, leading to a stock price increase of over 2% [8] - Marathon Digital Holdings is in talks to acquire a majority stake in Exaion for approximately $168 million, marking its entry into the AI infrastructure sector [9] - Ford announced a $5 billion investment in the U.S. to produce new electric vehicles, creating nearly 4,000 jobs [9]

Group 1: Financial Performance - Barrick Gold's Q2 profit exceeded analyst expectations, with adjusted earnings per share at $0.47 compared to the expected $0.45 [1] - Revenue for the quarter was $3.68 billion, a year-on-year increase of 16.5%, although it fell short of market expectations [1] - The average gold price in Q2 reached $3,220.58 per ounce, up over 12% from the previous quarter and nearly 40% year-on-year [1] Group 2: Production and Market Conditions - Gold production decreased from 948,000 ounces in the same quarter last year to 797,000 ounces [1] - Barrick maintained its full-year gold production forecast for 2025 at 3.15 million to 3.5 million ounces [1] - The company's stock price fell nearly 4% in pre-market trading, influenced by a drop in gold prices [1] Group 3: Operational Challenges - The Loulo-Gounkoto gold mine complex was seized by the Malian military government, resulting in a net cost of $1.04 billion for the company [2] - The company faced operational suspension due to the Malian government's actions, including a two-month halt on gold exports [2] - Barrick has initiated arbitration with the World Bank to resolve the dispute regarding the mine [2]