越南金条价格跌破1.4亿越南盾
11月11日上午，SJC金条报价降至每两136.5-139.5百万越南盾，较前一日下跌近150万盾，创月初以来最低。SJC金戒指报135.3-139.3百万盾，PNJ报134.7-138.9百万盾，DOJI报135.2-139.2百万盾。国际现货黄金交投于4050美元/盎司下方，国内外价差维持近1400万盾。
#世界黄金协会
VnExpress Kinh doanhAI 评分4242 CNBC Top NewsAI 评分4040 新加坡推出央行黄金托管服务，争夺全球黄金市场更大份额
新加坡金融管理局周二推出面向外国央行及主权实体的黄金托管服务，初始容量500公吨，并计划对托管、精炼、重铸、检测和经纪等部分批发黄金服务实施免税。新加坡还计划在2027年第一季度启动实物黄金清算系统。伦敦金库截至10月底存放约9,850公吨黄金，香港也在扩建黄金存储与清算设施，新加坡能否突围仍待观察。
VnExpress Kinh doanh精选AI 评分7272 International Spot Gold Closes Up $69 on Nov. 9; Brent Crude Falls 5.8% to $92.5/bbl
At the close on Nov. 9, international spot gold rose $69 to $4,139 per ounce. Brent crude fell 5.8%, or nearly $6, to $92.5 per barrel, while U.S. crude dropped more than 4% to $86.8. Oil prices declined after U.S. President Donald Trump downplayed the possibility of resuming attacks on Iran; a weaker U.S. dollar and a temporary cooling of inflation concerns supported gold prices.
Editorial Comment
Gold and oil moved in opposite directions on the same day, reflecting how a weaker dollar, temporarily cooling inflation concerns, and a retreat in geopolitical risk premium are jointly reshaping cross-asset pricing. Traders can monitor the interplay among the dollar, Federal Reserve rate-hike expectations, and energy-price pass-through, rather than judging gold solely by its own supply and demand. This combination means the market is still repeatedly weighing rate-hike and inflation risks, and precious metals may continue to be driven by changes in the dollar and oil-price expectations.
Why we picked this
文章将金价上涨与美元走弱、油价回落及美联储加息预期放在同一交易日中观察，便于理解贵金属与能源市场的联动。
VnExpress Kinh doanhAI 评分8282 国际金价单日上涨100美元突破4000美元关口
11月4日下午，现货黄金每盎司上涨100美元至4029美元，原因是美国中期选举后民主党掌控国会，美元走弱、美债收益率下行。Capital.com分析师Kyle Rodda称，投资者认为选举结果可能引发政府与国会摩擦，从而抑制公共支出；Pepperstone的Chris Weston提到避险需求上升。
ForexLiveAI 评分5858 美国中期选举民主党领先引发亚太股市下挫，AI与芯片股领跌
美国中期选举早期计票显示民主党在参众两院领先，亚太市场周三大幅下跌，AI相关股票遭抛售，日经指数跌4.4%，韩国Kospi跌3.3%。标普500电子迷你期货在7,510附近、纳斯达克期货在27,710附近交易，市场担忧AI与数据中心投资面临更多阻力。
ForexLive精选AI 评分5858 The World Gold Council expects India's gold demand to fall to about 650 tons in 2026, a six-year low
The World Gold Council predicts that India's gold demand will fall to about 650 tons in 2026, the lowest since 2020. High prices and weak monsoons have suppressed jewelry and investment buying. In the September 2026 quarter, Indian demand fell by 29% year-on-year to approximately 160 tons, of which jewelry demand fell by 20% and investment demand fell by 40%. Sachin Jain, head of the association's India business, said demand will pick up during the festival and wedding season in December, but high prices and a weak rural economy will limit the extent of the recovery.
Editorial Comment
The World Gold Council's quantitative forecast for India's demand in 2026 provides a clear reference for assessing the suppression of high prices on physical consumption: the weak monsoon coupled with high gold prices, jewelry and investment buying have weakened simultaneously, and the decline in investment demand has been particularly prominent. For traders, the weakness of India, the traditional demand engine, means that the physical support for gold prices has weakened. In the future, they need to pay attention to the actual recovery of the December festival and wedding season, as well as the impact of the pace of rural economic recovery on demand elasticity.
Why we picked this
世界黄金协会对印度2026年需求的预测，为判断高价对实物消费的抑制程度提供了具体参照。