靳东疑暗讽金星

China's gold investment demand rises as jewelry buying weakens_我的网站

摆渡人

A | (ECNS) -- China’s gold consumption edged up 1.23% year on year in the first half of 2026, as strong demand for investment products offset a sharp decline in jewelry purchases, according to the China Gold Association. Demand for gold bars and coins rose 28.42%, while gold jewelry consumption fell 33.88%. The association said high and volatile prices continued to reshape the market, boosting interest in physical gold investment while weighing on jewelry and industrial use. Gold produced from domestic raw materials fell 14.62% after some mines temporarily halted operations for safety inspections. Meanwhile, output from overseas mines operated by major Chinese gold groups rose 21.43%. China’s central bank boosted its gold reserves by 40.12 metric tons in the first half of 2026. From November 2024 to June 2026, it has been increasing its gold holdings for 20 consecutive months. (By Intern Yang Hongran, Zhang Dongfang) 。

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D | 1、流动性出现麻烦，哪些板块首当其冲今天全球市场跌得肉疼，因为资金流动性现在已成为一个共同的问题。最直观的表现是：韩国股市暴跌7.2%，日经指数下跌3%，越南和印度股市跟跌，A股的沪深300整体下挫1.3%。目前美股尚未开盘，但股指期货已下跌约1%。这并非某个单一市场或地区出现调整，而是全球性因素在背后起作用——这个因素就是资金紧张。如果追溯最源头的事件，肯定还是中东局势不稳：伊朗已直接封锁霍尔木兹海峡，且冲突仍在持续升级。这让市场开始怀疑一个终极问题：美联储的降息还能不能继续执行下去？我们先看战争升级后的具体影响：美国和以色列仍在狂轰滥炸伊朗的核设施，而伊朗的反击力度也在增强——从象征性报复，演变为“清空弹夹式”的打击。