美国政府关门进入第二周。 来源：市场资讯 （来源：ETF阅天下） "整个晋西北都乱成了一锅粥！" 《亮剑》里的这句经典台词，如今放在全球局势上居然毫无违和感。 4. 美国国债已经上升到37.8万亿美元。 日本迎来首位女首相。 法国总理上任27天就"闪辞"…… 这世界，俨然一个大型晋西北，而黄金价格却在这片混乱中一枝独秀，成为暗淡市场中最耀眼的那束光。 很多人无法理解黄金为什么要涨？ 请记住一句话：乱世黄金！！！ 所以黄金上涨，就是整个晋西北（全球）都乱成了一锅粥。 当然，还有其他劲爆新闻： 1.香港准备建设2000吨级的黄金储备中心； 2. 中国要求澳大利亚的必和必拓公司以人民币定价和交易铁矿石，否则就拒买； 3. 中国央行已连续11个月增持黄金储备，目前已持有约2300吨黄金； 01 全球戏台，你方唱罢我登场 当今世界局势，真可谓热闹非凡，政治明星们轮番上演精彩戏码。 美国政府关门大戏已进入第二周，由于两党就2026财年预算问题未能达成一致，美国政府时隔7年后再度关门。两党此次争议的焦点在《平价医疗法案》 的补贴问题，目前已进入第2周，但影响或可控。 大西洋彼岸，日本政坛则创造了历史。10月4日，高市早苗成 ...

这个假期，全球大宗商品市场被金属板块"霸榜"，黄金、铜等金属价格大幅上涨。 这个国内"十一"假期，全球大宗商品市场被金属板块"霸榜"。 从黄金突破4000美元每盎司，到铜供应紧张，再到有色金属的全线飙升，市场正在经历一场由宏观、产 业与地缘多重力量共振驱动的"金属狂欢潮"。 "节后国内市场开盘或能延续涨势，"交易人士分析称，但也需关注节后国内地产、家电等传统需求的边 际变化；以及美联储等宏观政策的后续走向。若传统需求超预期走弱，或美联储政策出现降息节奏放 缓，金属价格或面临高位震荡压力。另外，部分投机资金或在价格急涨阶段选择获利了结，有可能引发 金价短线回调。 贵金属：黄金再创历史新高，白银补涨 10月8日，现货黄金价格首次突破4000美元，最高触及每盎司4040.4美元，年内上涨1413美元，累计涨 幅超53%。同时，COMEX黄金期货价格最高触及4063.4美元/盎司，截至发稿，纽约期金涨幅收窄至 1.4%左右，报4061美元/盎司，年初至今涨超47%。 黄金在国内"十一"长假期间的爆发式拉升，一方面缘于美国政府"停摆"引发的避险情绪升温，包括非农 在内的重要经济数据未能按时公布，叠加地缘冲突和全球宏观环 ...

这个国内"十一"假期，全球大宗商品市场被金属板块"霸榜"。 从黄金突破4000美元每盎司，到铜供应紧张，再到有色金属的全线飙升，市场正在经历一场由宏观、产 业与地缘多重力量共振驱动的"金属狂欢潮"。 "节后国内市场开盘或能延续涨势，"交易人士分析称，但也需关注节后国内地产、家电等传统需求的边 际变化；以及美联储等宏观政策的后续走向。若传统需求超预期走弱，或美联储政策出现降息节奏放 缓，金属价格或面临高位震荡压力。另外，部分投机资金或在价格急涨阶段选择获利了结，有可能引发 金价短线回调。 贵金属：黄金再创历史新高，白银补涨 央行购金热情也继续为金价上涨提供重要支撑。国内市场上，中国央行周二公布的数据显示，截至9月 末，中国黄金储备7406万盎司，为连续第11个月增持黄金，8月末黄金储备报7402万盎司。 受黄金带动，白银出现补涨行情。截至10月8日，伦敦现货白银最高触及48.93美元，刷新近14年新高， COMEX白银主力亦刷13年来新高；现货铂金同步上涨，最高触及1669美元/盎司，NYMEX铂金期货触 及1696美元/盎司。 沪上一位贵金属分析师对记者称，白银同时具备金融与工业双重属性，在光伏、新能源等绿色 ...

Prices of major commodities rose on Wednesday with gold breezing past the $4,000-per-ounce mark for the first time ever. Investors in the oil market shrugged off fears of oversupply with prices risin... ...

Market Overview - Hong Kong stocks experienced a familiar pattern during the National Day holiday, with the Hang Seng Index dropping by 0.48% after one day of increase followed by three days of adjustment [1] - The U.S. government faced a shutdown starting October 1, affecting over 100,000 federal employees, with potential long-term negative impacts if the shutdown persists [1] - China's gold reserves increased to 7,406 million ounces by the end of September, marking the 11th consecutive month of accumulation [1] Gold and Silver Market - Ray Dalio, founder of Bridgewater, suggested that gold is a better hedge than the dollar and recommended a 15% allocation in investment portfolios as gold approaches $4,000 per ounce [2] - Chinese gold stocks such as Zijin Mining and Shandong Gold saw significant price increases, with Zijin rising over 13% and Shandong over 7% [2] - Silver prices also rose, with spot silver reaching $48.32 per ounce, reflecting a daily increase of 1% [2] Automotive Industry - The U.S. automotive sector is facing challenges, particularly after a fire at Novelis' Oswego plant, which supplies 40% of aluminum sheets for the industry, leading to production halts expected to last until early next year [2] - Tesla launched a "simplified" version of the Model Y at a lower price, but market reception appears lukewarm due to reduced features [2] Electric Vehicle Market - Chinese electric vehicle manufacturers are showing strong performance in Europe, with a 35% year-on-year increase in sales across nine major countries in September [3] - Companies like Xpeng, Geely, and BYD are expected to maintain positive trends as new models are set to launch in Q4 [3] Battery Technology - Advances in solid-state battery technology are being reported, with new materials developed that significantly enhance energy density [3] - Production rates are expected to increase by 5-10% in October, with a projected year-on-year growth of 30-50% [3] AI and Semiconductor Industry - OpenAI announced a partnership with AMD to deploy 6 GW of AMD GPU computing power, indicating continued investment in AI technology [4] - Nvidia is expected to play a significant role in a $20 billion funding round for Elon Musk's AI startup, xAI, highlighting the ongoing collaboration in the AI sector [4] Nuclear Fusion Developments - The BEST project in Anhui, China, achieved a key breakthrough, marking progress in nuclear fusion technology [5] - Germany plans to invest €2 billion in building the world's first nuclear fusion power plant by 2029 [5] Pharmaceutical Sector - Innovent Biologics announced a licensing agreement with Zenas Bio Pharma for the development and commercialization of its product, with potential total payments exceeding $2 billion [6] - Other companies in the sector may see increased activity due to potential milestone payments related to this agreement [6] Mining and Materials - China Metallurgical Group reported a decrease in new contract amounts but an increase in overseas contracts, indicating a shift in focus towards international operations [7] - The company is advancing projects in Afghanistan and Pakistan, which are expected to yield significant profits upon completion [8] - The company also has a strong position in silicon-based semiconductor materials, indicating long-term investment potential [9]

郑氏点银：黄金日线有所小加速迹象，今晚回踩4005上继续看涨 回顾昨日行情走势及出现的技术点： 第一，黄金方面：前一日隔夜强势收盘，昨日早间开盘仍走循环直接续涨一波，10点冲高回落，11点收阳再次反包，且重新站上小时线10均线，则尝试跟随 看涨，成功拿下10米；欧盘连阴失守早盘3955起涨点，则下移3925附近企稳去继续看涨，结果只回踩3940，美盘直接一个V拉升；由于前期3700、3800、 3900每一个整数关口触及下，都出现了循环70米左右的回调修正，这次接近4000下，也进行了盈利对冲保护，把前期2735、2753、3000、3247、3281、 3528、3730多个底仓中长期看涨进行利润保护，防止出现回吐过多，也可以顺便抓波段差价，而夜间的确压制了一波，但仅仅只是回调至3960，并未抵达预 期3930目标； 第三，黄金小时线级别：隔夜强势收盘于高位，今日一早又是循环直接续涨，只有六七点开盘才敢直接追涨，看的晚了，后续就不太敢了，尤其是突破4000 还一直连阳逼空往上，不给任何的回踩机会，就担心它急速上拉，高位接盘而出现瞬间跳水获利盘；19点 收报顶部阴K，勉强有所包前一根阳K，但10均线 4030 ...

P t r do 6 112 (4) 与此同时，白银还是新能源汽车、AI数据中心、5G基站等新兴领域不可替代的关键材料。在新能源汽车中，单车用银量达50克，展现出白银在现代工业中 的广泛应用。 面对持续上涨的贵金属市场，主要金融机构纷纷上调价格预测，看好未来表现。 高盛将2026年12月金价预期从4300美元/盎司上调至4900美元/盎司。 这一巨大的供需缺口源自供给端的刚性约束和需求端的持续扩张。 摩根大通指出，季度名义黄金需求每增加100亿美元，可推动价格按季上升约3%。 关注我们，分享市场投资机会。 全球避险情绪与货币政策预期共振，贵金属市场正迎来历史性时刻。 现货黄金在2025年10月8日一举突破4000美元/盎司大关，创下历史新高。 今年以来，金价已累计上涨超过52%，展现出惊人的上涨动能。与此同时，白银也不甘示弱，一度逼近48美元/盎司，刷新2011年5月以来的最高纪录。 这场贵金属的狂欢背后，是避险需求、美联储降息预期、全球央行持续购金以及供需基本面等多重因素的共同推动。 黄金市场在2025年10月8日迎来里程碑时刻，现货黄金突破4000美元/盎司整数关口。 纽约期金更是一度触及4010美元/盎 ...

Domestic Observations - Travel demand during the holiday period is significantly higher than the same period last year, with overall air ticket prices also elevated compared to last year [11][15] - The tourism market is experiencing a "volume and price increase," with customized and self-driving tours focusing on experiential aspects [17][21] - The total box office for the National Day film season has exceeded 1.7 billion yuan, slightly lower than the overall level of the same period last year [21] Overseas Observations - The U.S. government is in a "shutdown" due to the failure to reach an agreement on a temporary funding bill [25] - The U.S. September ADP employment data and ISM data have been released, reinforcing expectations for an interest rate cut in October [26] - Japan is set to welcome its first female Prime Minister, with the election of Sanae Takaichi as the new leader of the ruling Liberal Democratic Party [29] Market Observations - The Nikkei 225 index recorded a 6.70% increase during the holiday, leading global equity markets, while Taiwan and South Korea also saw significant gains of 3.64% [31] - Commodity prices for copper, silver, and gold have risen, with copper prices boosted by the shutdown of the Grasberg mine in Indonesia and strong demand from AI data centers [34] - The Hong Kong stock market showed mixed results, with the Hang Seng Index and Hang Seng China Enterprises Index slightly up by 0.38% and 0.19% respectively [31] Investment Recommendations - The report anticipates a "red October," as historical trends suggest a strong market performance following the National Day holiday [39] - Current recommendations include maintaining positions in sectors such as technology, energy storage, satellite connectivity, and commercial aerospace, while also considering cyclical sectors that may have lower visibility [43] - Attention is drawn to the favorable conditions for non-ferrous metals due to the price increases in copper, silver, and gold during the holiday [43]

格隆汇10月8日｜赫克拉矿业公司盘前涨超4%，柯尔矿业、奋进白银、银冠金属涨超3%。安本实物白 银股票交易型开放式指数基金(ABRDN Physical Silver Shares ETF)和安硕白银信托(iShares Silver Trust)均 涨2.4%。 ...

（原标题：公告精选：比亚迪、赛力斯公布9月销量；芯原股份预计第三季度收入创公司历史新高） 人民财讯10月8日电，【热点】兴业银锡：股价异动原因系公司主营产品白银与锡的市场价格近期出现显著波动。 【业绩】 芯原股份：预计第三季度营业收入12.84亿元，单季度收入创公司历史新高。 长城汽车：9月份总销量同比增长23.29%。 福田汽车：9月份汽车产品总销量同比增长6.08%，新能源汽车销量同比增长47.77%。 比亚迪：9月新能源汽车销量同比下降5.52%。 赛力斯：9月销量同比增长8.33%。 北汽蓝谷：子公司9月销量同比增长30.15%。 永和股份：前三季度归母净利同比预增211.59%到225.25%。 【增减持】 华兴源创：苏州源客、苏州源奋拟合计减持不超0.9%公司股份。 瑞联新材：股东拟减持不超10.08万股公司股份。 【回购】 华新水泥：拟以3225万元—6450万元回购公司股份。 【合同中标】 博迈科：签署海上浮式生产储卸油船项目合同，金额约为1.9亿—2.4亿美元。 四川黄金：竞买取得新疆高昌区库格孜-觉北金矿普查探矿权。 威胜信息：合计中标2.87亿元项目，金额占公司2024年营业总收入10. ...