二、美伊局势缓和叠加获利盘出逃 据交易所数据显示，截至8点30分，国内黄金（99.95%）最新报价为1153.9元/克，上涨0.65%。 国际黄金价格报5189.5美元/盎司，下跌0.7%。 以下是今日对黄金价格走势影响较大的3个主要资讯： 一、美联储鹰派表态压制降息预期 波士顿联储主席苏珊·柯林斯明确表示，美国劳动力市场数据改善且通胀风险犹存，利率将在较长一段 时间内维持不变。这强化了美元吸引力，直接压制黄金价格。市场对美联储3月降息的预期持续降温， 美元指数和美债收益率小幅反弹，进一步削弱黄金的持仓性价比，成为日内金价跳水的核心压制因素之 一。 此前市场担忧美国会在23或24日对伊朗发动军事打击，但时间过后并未发生，市场转向期待26日的美伊 谈判，避险买盘显著削弱。同时，金价连续冲高至5200美元/盎司附近后，多头获利丰厚，触发集中止 盈，引发短线抛压，推动日内金价跳水超40美元。 三、国际投行看涨预期支撑中长期金价 摩根大通维持2026年底金价6300美元/盎司的目标价不变，德意志银行重申金价6000美元/盎司的预测， 瑞银财富管理CIO维持黄金"具吸引力"的观点，认为投资者可在组合中配置中个位数比例的 ...

据交易所数据显示，截至8点30分，国内黄金（99.95%）最新报价为1130.7元/克，上涨0.44%。 国际黄金价格报5079.3美元/盎司，下跌0.38%。 以下是今日对黄金价格走势影响较大的3个主要资讯： 来源：市场资讯 美国非农数据超预期 降息预期降温 美国1月季调后非农就业人口增加13万人，大超市场预期，创2025年4月以来最大增幅。数据公布后，交 易员下调美联储降息预期，现货黄金短线跳水逼近5000美元关口，随后回升收复部分跌幅。市场重新审 视美联储货币政策节奏，短期对黄金形成情绪扰动。 全球央行持续购金 长期支撑金价 肯尼亚央行行长宣布，计划开始购买黄金作为额外缓冲。摩根大通数据显示，2026年全球央行购金量预 计维持755吨高位，远高于2022年前历史均值。各国央行从黄金净卖方转为长期净买方，将黄金作为主 权储备战略防御手段，为金价提供坚实底部支撑。 国际机构集体看多 推升市场情绪 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 法巴银行预计金价年底前攀升至6000美元/盎司，富国银行上调目标价至6300美元，摩根大通认为本十 年末金价或达8000美 ...

据交易所数据显示，截至8点30分，国内黄金（99.95%）最新报价为1096.14元/克，下跌1.48%。 国际黄金价格报4689.0美元/盎司，下跌4.1%。 以下是今日对黄金价格走势影响较大的3个主要资讯： 机构坚定看多金价长期上行 摩根大通表示，今年各国央行和投资者的黄金需求足够强劲，将推动金价在2026年底前升至每盎司6300 美元，这一看多预期强化了市场对黄金的长期配置信心，为金价提供坚实的底部支撑，也让投资者在短 期波动中更倾向于持有黄金资产。 美联储政策预期反复扰动短期行情 特朗普提名鹰派倾向的凯文·沃什为下任美联储主席后，又强调降息"几乎没有悬念"。叠加美国1月私营 部门就业数据逊于预期，强化了市场对2026年美联储降息的押注，为无息资产黄金提供支撑。同时非农 就业报告推迟发布，市场失去验证降息预期的关键依据，加剧短期多空博弈。 去美元化深化叠加央行购金托底金价 西班牙《机密报》指出金价走势折射美国霸权公信力崩塌，全球半数央行正增持黄金作为应对美元疲软 的战略资产。中国央行已连续14个月增持黄金，全球央行购金趋势延续，为金价提供长期基本面支撑， 削弱短期回调幅度。 声明：市场有风险，投资需谨慎 ...

Core Insights - Domestic gold price reached 1104.52 CNY per gram, up 1.53% [1] - International gold price reported at 4960.0 USD per ounce, up 0.95% [2] Group 1: Market Dynamics - Gold price surpassed historical high, driven by a weakening dollar; spot gold reached 4955 USD per ounce, with a weekly increase of nearly 8% [3] - Strong resilience in the U.S. job market and consumer sector enhances gold's appeal as a safe-haven asset [3] Group 2: Long-term Outlook - Goldman Sachs raised its gold price forecast for December 2026 from 4900 USD to 5400 USD, citing diversification in gold holdings to hedge global policy risks [4] - Central banks are expected to purchase an average of 60 tons of gold monthly in 2026, with a stable demand for gold ETFs due to anticipated Fed rate cuts [4] - The current gold price increase is supported by weakening dollar credit and geopolitical risks, alongside a trend of "buying gold instead of U.S. debt" among multiple countries [4]

据交易所数据显示，截至8点30分，国内黄金（99.95%）最新报价为1074.2元/克，上涨1.98%。 国际黄金价格报4780.3美元/盎司，上涨0.3%。 以下是今日对黄金价格走势影响较大的3个主要资讯： 【地缘冲突与关税升级推升避险需求】 特朗普宣布对欧洲八国输美商品加征10%关税，强硬要求收购格陵兰岛并威胁加码关税，欧美经贸关系 骤然紧张；叠加中东地区冲突升级，全球避险情绪急剧升温，大量资金涌入黄金资产避险，直接推动国 际金价突破4700美元/盎司历史关口。 【美联储独立性存疑提振黄金货币属性】 特朗普持续向美联储施压要求大幅降息，甚至引发市场对美联储主席鲍威尔的调查担忧，动摇市场对美 元信用的信心。多位美联储官员强调央行独立性是物价稳定基石，但市场仍对货币政策宽松预期存在分 歧，黄金作为非主权信用资产的吸引力显著提升，成为对冲法币潜在风险的重要选择。 【全球央行持续购金筑牢金价底部支撑】 中国央行连续14个月增持黄金，截至2025年12月末储备规模达7415万盎司。95%受访央行计划2026年继 续增持黄金，全球官方购金量预计达755吨，远超往年均值，央行长期购金行为为金价提供了坚实的长 期支撑，强 ...

Core Insights - Domestic gold price (99.95%) is quoted at 1035.98 CNY per gram, up 0.04% [1] - International gold price is reported at 4613.4 USD per ounce, down 0.22% [2] Group 1: Influencing Factors on Gold Prices - Divergence in Fed's interest rate cut expectations is causing short-term volatility. Fed officials expressed mixed views on focusing on employment stability versus maintaining tight policies due to high inflation. This divergence is leading to a short-term rebound in the dollar, pressuring gold prices, while long-term easing expectations continue to support gold [3] - Easing geopolitical tensions between the US and Iran are reducing safe-haven buying. Trump's postponement of military action against Iran and Israel's urging for delay have cooled market risk sentiment, leading to a slight drop in spot gold prices to 4615 USD per ounce. However, uncertainties in the Middle East may still lead to future price spikes [4] - Positive US employment data is suppressing gold price performance. Initial jobless claims for the week ending January 10 were recorded at 198,000, lower than the expected 215,000, indicating a resilient job market. This has weakened bets on rapid Fed rate cuts, pushing up US Treasury yields and strengthening the dollar, which directly pressures gold prices. Upcoming US retail sales data will be a key variable affecting gold price trends [5]

Core Viewpoint - The article highlights the recent trends in gold prices, driven by central bank purchases and changing investment regulations, indicating a bullish outlook for gold in the medium to long term [3][5]. Group 1: Gold Price Trends - Domestic gold price (99.95%) is quoted at 1008.54 CNY per gram, up by 0.8% [1]. - International gold price is reported at 4574.1 USD per ounce, increasing by 1.63% [2]. Group 2: Influential Factors on Gold Prices - **Central Bank Purchases**: DBS Bank strategist expects gold prices to reach 5100 USD per ounce by the second half of 2026, driven by ongoing central bank purchases and a shift away from the US dollar and US Treasury bonds [3]. - **Investment Regulations**: Industrial and Commercial Bank of China has raised the minimum investment amount for gold accumulation to 1100 CNY, requiring investors to have a risk rating of C3 or above to open a regular investment account, reflecting the current high volatility in gold prices [4]. - **Global Central Bank Trends**: The People's Bank of China has increased its gold reserves for 14 consecutive months, with a target of 7415 million ounces by the end of 2025. Global central banks have purchased 297 tons of gold in the first 11 months of 2025, with over 70% of surveyed banks planning to increase gold allocations in the next five years [5].

Group 1 - Domestic gold price (99.95%) is quoted at 1001.82 CNY per gram, up 0.21% [1] - International gold price is reported at 4479.7 USD per ounce, up 0.43% [2] Group 2 - U.S. weak employment data strengthens market expectations for at least two rate cuts in 2026, benefiting gold as a non-yielding asset; the upcoming non-farm payroll report on January 9 is a key event [3] - Global geopolitical uncertainties are rising, with U.S. military actions in Venezuela and threats against Colombia driving safe-haven investments into gold; central banks, including the People's Bank of China, continue to increase gold reserves, with a 30,000-ounce increase to 74.15 million ounces by the end of December 2025 [4] Group 3 - Institutions are generally bullish on gold prices in the long term, with HSBC predicting prices could reach 5000 USD per ounce in the first half of the year, while Morgan Stanley expects a rise to 4800 USD per ounce in Q4; however, short-term pressures from Bloomberg commodity index adjustments may lead to passive selling [5]

芝商所上调保证金触发集中抛售 据交易所数据显示，截至8点30分，国内黄金（99.95%）最新报价为986.34元/克，上涨0.04%。 国际黄金价格报4350.4美元/盎司，下跌0.82%。 以下是今日对黄金价格走势影响较大的3个主要资讯： 央行购金长期支撑与短期避险降温交织 2025年全球央行前三季度净购黄金634吨，全年购金需求创纪录，95%的央行预期未来继续增持，为金 价提供长期支撑。但近期乌克兰和平谈判出现初步进展，短期避险情绪降温，叠加美元短线走强，共同 推动金价阶段性回调，长期上涨逻辑未被打破。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 芝商所宣布上调贵金属等金属期货履约保证金超10%，叠加年末交易流动性稀薄，大量投资者赶在新规 生效前集中卖出平仓，引发12月29日国际贵金属价格大幅下跌，后续迎来阶段性反弹。此次调整被视为 打压短期过热行情的导火线，加剧多头被动减仓放大短期波动。 年末获利了结叠加技术超买回调 2025年黄金累计涨幅近70%，12月26日现货金价触及4549.92美元历史新高后，技术指标长期处于超买 区间。年末投资者 ...

Core Viewpoint - The gold market is influenced by multiple factors, including Federal Reserve interest rate expectations, geopolitical tensions, and economic data performance [2][3]. Group 1: Gold Price Movements - Domestic gold price (99.95%) is quoted at 781.12 CNY per gram, up 0.71% [1]. - International gold price is reported at 3411.4 USD per ounce, down 0.21% [2]. Group 2: Influential Factors - Federal Reserve Rate Cut Expectations: The market anticipates a 25 basis point rate cut in September, with a nearly 100% probability according to CME FedWatch. However, internal disagreements within the Fed regarding inflation concerns add uncertainty [2]. - Geopolitical Situation: Accelerating peace talks between Russia and Ukraine may reduce gold's safe-haven demand if tensions ease, while increased geopolitical tensions could enhance gold's appeal [2]. - Economic Data Performance: Key economic indicators like U.S. non-farm payrolls and CPI are under scrutiny. Weak data could support the case for rate cuts, bolstering gold prices, while strong data may lead to volatility [2]. Group 3: Market Outlook - Short-term gold price movements will be primarily driven by Federal Reserve rate cut signals and changes in geopolitical tensions. Clear signals from the Fed or heightened geopolitical risks could lead to price increases, while the opposite may apply [3]. - In the long term, increased global economic uncertainty and the onset of a rate cut cycle could provide upward momentum for gold as a safe-haven and inflation hedge, though improvements in economic data or shifts in Fed policy could pose risks of price corrections [3].