According to the Fangzheng Securities Research Report, the US Treasury has stepped up long-term bond repurchases, weakened the upward momentum of remote yields, compounded by weak US economic data suppressing expectations of the Fed's interest rate hike and the strengthening momentum of the US dollar. The price of gold followed the trend and surpassed 4,600 US dollars/ounce, and the precious metals equity market is quite elastic. Waiting for interest rate hikes during the year and the logic of a stronger US dollar to loosen further, bringing structural opportunities to the precious metals equity market. Looking ahead, AI inflation and the US fiscal side are expected to continue to create a favorable environment for gold, remain optimistic about subsequent market liquidity, and suggest continuing to pay attention to the high allocation value of the precious metals sector.

According to the Fangzheng Securities Research Report, the US Treasury has stepped up long-term bond repurchases, weakened the upward momentum of remote yields, compounded by weak US economic data suppressing expectations of the Fed's interest rate hike and the strengthening momentum of the US dollar. The price of gold followed the trend and surpassed 4,600 US dollars/ounce, and the precious metals equity market is quite elastic. Waiting for interest rate hikes during the year and the logic of a stronger US dollar to loosen further, bringing structural opportunities to the precious metals equity market. Looking ahead, AI inflation and the US fiscal side are expected to continue to create a favorable environment for gold, remain optimistic about subsequent market liquidity, and suggest continuing to pay attention to the high allocation value of the precious metals sector.