'Go For Gold,' Says Goldman Sachs: Precious Yellow Metal Price Would Rise In 2025 Amid Central Bank Buying, Fed Rate Cuts
'Go For Gold,' Says Goldman Sachs: Precious Yellow Metal Price Would Rise In 2025 Amid Central Bank Buying, Fed Rate Cuts
They also foresee a cyclical boost from rising investments in exchange-traded funds (ETFs) as the Federal Reserve enacts rate cuts. Additionally, geopolitical risks, particularly concerning Iran, could influence oil supply due to potential increased U.S. support for Israel and stricter sanctions enforcement.Goldman Sachs has projected a substantial increase in gold prices for the coming year, driven by heightened central bank acquisitions and expected reductions in U.S. interest rates.
高盛預測，受中央銀行收購增加和預計美國利率下降的推動，明年黃金價格將大幅上漲。
What Happened: Goldman Sachs has identified gold as a leading commodity trade for 2025, with prices anticipated to reach $3,000 per ounce by December 2025. Analysts, including Daan Struyven, pointed to increasing demand from central banks as a key driver of this forecast, Bloomberg reported on Monday.
發生了什麼：高盛將黃金視爲2025年的領先商品交易，預計到2025年12月價格將達到每盎司3000美元。分析師，包括丹·斯特魯伊文，指出中央銀行不斷增長的需求是這一預測的關鍵驅動因素，彭博社週一報道。
"Go for gold," analysts said in a note.
分析師在一份報告中表示：「關注黃金。」
They also foresee a cyclical boost from rising investments in exchange-traded funds (ETFs) as the Federal Reserve enacts rate cuts. Additionally, geopolitical risks, particularly concerning Iran, could influence oil supply due to potential increased U.S. support for Israel and stricter sanctions enforcement.
他們還預見到，隨着聯儲局減息，交易所交易基金（etf）投資的增加將帶來週期性刺激。此外，地緣政治風險，特別是與伊朗有關的風險，可能會影響油供應，因爲美國可能會增加對以色列的支持並加強制裁實施。
Gold ETFs have demonstrated robust performance in terms of year-to-date (YTD) returns, as per Benzinga Pro. SPDR Gold Trust (NYSE:GLD) has risen 24.05%, iShares Gold Trust (NYSE:IAU) increased by 24.22%, SPDR Gold MiniShares Trust (NYSE:GLDM) climbed by 24.38%, abrdn Physical Gold Shares ETF (NYSE:SGOL) gained 24.29%, and iShares Gold Trust Micro (NYSE:IAUM) advanced 24.08% year-to-date.
根據Benzinga Pro的數據，黃金etf在年初至今（YTD）收益方面表現強勁。SPDR金etf（紐交所：GLD）上漲了24.05%，iShares黃金信託（紐交所：IAU）增加了24.22%，SPDR黃金迷你份額信託（紐交所：GLDM）攀升了24.38%，abrdn實物黃金股份etf（紐交所：SGOL）獲得了24.29%的漲幅，而iShares黃金信託微型基金（紐交所：IAUM）在年初至今上漲了24.08%。
Why It Matters: The forecast by Goldman Sachs comes amid significant movements in the gold market. In October, the SPDR Gold Trust (GLD), the largest physically backed gold ETF, experienced its highest monthly inflows in 2.5 years earlier this month, driven by economic and policy uncertainties surrounding the U.S. presidential election. This influx pushed the fund's assets under management to $79.7 billion by the end of October, with $1.8 billion in net inflows for the month.
重要性：高盛的預測是在黃金市場發生重大變動的背景下提出的。今年10月，SPDR金etf（GLD）作爲最大的實物支持黃金etf，本月早些時候經歷了2.5年來最高的月度流入，這受到美國總統大選相關的經濟和政策不確定性的推動。這一流入使得該基金的管理資產在10月底達到797億，10月份淨流入爲18億。
However, the sentiment shifted dramatically after Donald Trump's election victory, leading to a $1 billion outflow from the SPDR Gold Trust (GLD) in early November. This marked the largest weekly outflow in over two years, as investors moved away from the safe-haven asset, anticipating a strong dollar under Trump's second term.
然而，在特朗普的選舉勝利後，市場情緒發生了重大轉變，導致SPDR金etf（GLD）在11月初流出10億。這標誌着超過兩年來的最大單週流出，因爲投資者在預期特朗普第二任期下美元強勁的情況下，紛紛撤離這一避險資產。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明：本內容部分由Benzinga Neuro幫助製作，並經Benzinga編輯審查和發佈。
Image via Shutterstock
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譯文內容由第三人軟體翻譯。
