全球“货币贬值交易” 期金抢先突破4000美元大关！

智通财经网2025-10-07

金价持续攀升，COMEX黄金一度突破每盎司4000美元的历史关口，市场气氛可谓“多头狂热”。此外，伦敦现货黄金也上涨0.35%至3974美元/盎司，再度创出历史新高。首先，影响金价的重要事件是美国政府停摆。虽然这次政治僵局并不令人意外，但其影响却非同小可。自六年多前上次停摆以来，美国政府首次陷入长时间的资金中断，国会两党在预算拨款问题上再度陷入僵持。政府停摆不仅令联邦机构运作受阻，更加剧了市场对...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2573980918?lang=zh_CN&edition=full","thumbnail":"https://img.zhitongcaijing.com/image/20251007/20251007085731_61990.png?x-oss-process=image/format,jpg/quality,q_60","is_english":false,"pubTime":"2025-10-07 09:07","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2573980918","market":"hk","top_or_hot":-1,"title":"全球“货币贬值交易” 期金抢先突破4000美元大关！","media":"智通财经网","content":"<div>\n<p>金价持续攀升，COMEX黄金一度突破每盎司4000美元的历史关口，市场气氛可谓“多头狂热”。此外，伦敦现货黄金也上涨0.35%至3974美元/盎司，再度创出历史新高。首先，影响金价的重要事件是美国政府停摆。虽然这次政治僵局并不令人意外，但其影响却非同小可。自六年多前上次停摆以来，美国政府首次陷入长时间的资金中断，国会两党在预算拨款问题上再度陷入僵持。政府停摆不仅令联邦机构运作受阻，更加剧了市场对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352519.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球“货币贬值交易” 期金抢先突破4000美元大关！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球“货币贬值交易” 期金抢先突破4000美元大关！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352519.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金价持续攀升，COMEX黄金一度突破每盎司4000美元的历史关口，市场气氛可谓“多头狂热”。此外，伦敦现货黄金也上涨0.35%至3974美元/盎司，再度创出历史新高。首先，影响金价的重要事件是美国政府停摆。虽然这次政治僵局并不令人意外，但其影响却非同小可。自六年多前上次停摆以来，美国政府首次陷入长时间的资金中断，国会两党在预算拨款问题上再度陷入僵持。政府停摆不仅令联邦机构运作受阻，更加剧了市场对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352519.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_SGC","symbol_name":"上海黄金（离岸人民币）","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1352519.html","article_id":"2573980918","we_media_id":null,"thumbnails":["https://img.zhitongcaijing.com/image/20251007/20251007085731_61990.png?x-oss-process=image/format,jpg/quality,q_60"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2573980918","pubTimestamp":1759799223,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"金价持续攀升，COMEX黄金一度突破每盎司4000美元的历史关口，市场气氛可谓“多头狂热”。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IVV":"标普500ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","SPXU":"三倍做空标普500ETF-ProShares","BK4588":"碎股","OEX":"标普100","BK4550":"红杉资本持仓","TMF":"3倍做多20年期以上国债ETF-Direxion","SSO":"2倍做多标普500ETF-ProShares","SPY":"标普500ETF","CPI":"IQ Real Return ETF","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","BK4581":"高盛持仓","IAU":"黄金信托ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","BK4585":"ETF&股票定投概念","SH":"做空标普500-Proshares","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","OEF":"标普100指数ETF-iShares","BK4504":"桥水持仓"},"translate_title":"Global \"currency depreciation trading\" gold futures broke through the US $4,000 mark first!","themeId":"d961f3bdb09e1fe1a952062bd7709efb","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159934":0.6,"518880":0.6,"SH":0.6,"UPRO":0.6,"NUGT":0.6,"MGCmain":0.9,"US3Y.BOND":0.68,"MESmain":0.6,"QOmain":0.9,"OEX":0.6,"IVV":0.6,"CPI":1,"US7Y.BOND":0.68,"TMF":0.6,"US30Y.BOND":0.68,"US10Y.BOND":0.68,".SPX":0.6,"IAU":0.6,"SImain":0.9,"GDX":0.6,"SGCmain":0.6,"SPY":0.68,"SSO":0.6,"TLTW":0.6,"US6M.BOND":0.68,"OEF":0.6,"SGUmain":0.6,"US5Y.BOND":0.68,"DUST":0.6,"US12M.BOND":0.68,"ESmain":0.6,"GCmain":0.9,"SPXU":0.6,"SDS":0.6,"1OZmain":0.9,"US2Y.BOND":0.68},"content_text":"金价持续攀升，COMEX黄金一度突破每盎司4000美元的历史关口，市场气氛可谓“多头狂热”。此外，伦敦现货黄金也上涨0.35%至3974美元/盎司，再度创出历史新高。首先，影响金价的重要事件是美国政府停摆。虽然这次政治僵局并不令人意外，但其影响却非同小可。自六年多前上次停摆以来，美国政府首次陷入长时间的资金中断，国会两党在预算拨款问题上再度陷入僵持。政府停摆不仅令联邦机构运作受阻，更加剧了市场对美国财政政策前景的担忧。历史经验表明，政治不确定性往往会推高避险资产的吸引力，而黄金正是首选之一。本轮停摆一经确认，金价立即获得支撑，投资者纷纷增持实物与ETF黄金资产，以对冲潜在的金融市场波动。此外，美元也受到冲击。政府停摆削弱了投资者对美国财政稳健性的信心，美元指数短线承压。与此相对，黄金在全球主要货币中表现突出，不仅在美元计价下走强，在欧元、日元和英镑计价下同样创下阶段性高点。这种跨币种强势反映出黄金的全球避险地位进一步巩固。第二个推动因素来自美联储政策转向。尽管2025年上半年美联储仍保持“鹰派”立场，但到了秋季，局势发生了显著变化。9月，美联储正式宣布降息，这标志着长达两年的紧缩周期告一段落。市场普遍预计，10月将迎来年内第二次降息。根据CME  FedWatch工具的最新数据显示，投资者认为10月再次降息的概率已超过80%。利率预期的变化对黄金构成强劲推动。长期以来，黄金价格与利率水平呈负相关关系。随着实际利率下降，持有黄金的机会成本降低，资金自然流向贵金属市场。特别是在通胀仍高企、经济数据缺失的背景下，投资者对美联储维持宽松政策的信心进一步增强。值得注意的是，由于政府停摆，美国劳工部与商务部多项关键经济数据的发布被迫中断，包括非农就业(NFP)、消费者物价指数(CPI)和个人消费支出(PCE)等。这意味着美联储在决策过程中缺乏最新的经济指引，陷入了“盲飞”状态。市场分析人士认为，这种信息缺口将迫使美联储采取更为谨慎的态度，甚至可能提前释放更多宽松信号，以防止政策过度收紧对经济造成伤害。与此同时，避险需求还受到地缘政治因素的支撑。中东局势持续紧张、亚洲部分地区出现货币波动，加上全球债务水平高企，使得黄金成为全球资本的“安全港”。数据显示，央行层面的黄金购买也在持续增加，多个新兴市场国家正将储备从美元资产逐步转向实物黄金，以分散风险。白银也在这一轮行情中表现不俗。受黄金联动影响，白银价格连续上涨，投资者重新关注其工业与储值双重属性。在金银比接近70的情况下，部分分析师认为白银未来仍有补涨空间。本文转载自“Wind万得”，智通财经编辑：刘家殷。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2573980918","isCrawlerRequest":true}