Spot gold has just broken through the $2,750.00 per ounce mark, currently reported at $2,750.19 per ounce, up 0.20% for the day;
COMEX gold futures latest reported at $2,766.00 per ounce, up 0.25% for the day.
Pepperstone research strategist Ahmad Assiri stated that ahead of Trump's inauguration, the risk for gold seems to be skewed to the upside as investors prepare for policy shifts with economic implications.
Trump's executive orders may set the tone for gold's performance in the coming weeks. Under the influence of political and trade uncertainties, gold has already risen 3% since the beginning of the year, breaking through the $2,700 mark.
If the tariff measures enacted by Trump disrupt trade flows and amplify economic volatility, gold's role as a safe asset will be strengthened.
According to Zhitong Finance APP, recent inflationary pressures in the U.S. have also increased gold's appeal. The possibility of a trade war has highlighted the enduring safe-haven demand for gold.
Huayuan Securities released a research report stating that looking ahead to 2025, the upward logic for gold prices remains unchanged, with the dual main lines of &#34;rate cut trades&#34; + &#34;Trump 2.0&#34; expected to continue catalyzing. On the other hand, under the backdrop of protectionism and great power competition, central bank reserve increases provide strong bottom support for gold prices. In the short term, the expectation of Fed rate cuts in 2025 and inflation expectation trades driven by Trump's tariff policies post-inauguration may dominate gold price trends. In the long term, under the backdrop of dual easing of U.S. monetary and fiscal policies, dollar credit contraction, and de-dollarization, gold is expected to still have room for long-term price increases.
Related companies in the gold and precious metals sector:
Zijin Mining (02899), SD GOLD (01787), Zhaojin Mining (01818), Lingbao Gold (03330), China Gold International (02099), WanGuo Gold Group (03939), LaoPu Gold (06181), etc

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01787

601899

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Analysts point out that risk aversion in the coming weeks will drive gold prices up, with spot gold having surpassed USD 2,750 per ounce. Trump's policy shift may affect the trend of gold, increasing its appeal as a safe asset. It is expected that under the backdrop of protectionism and great power competition, central banks' increased reserves will support gold prices. In the short term, expectations of interest rate cuts by the Federal Reserve and tariff policies will dominate gold prices, while in the long term, gold still has room for growth. Related companies include Zijin Mining, SD GOLD, and others

- Spot gold has just surpassed $2,750.00 per ounce, currently at $2,750.19, with a daily increase of 0.20%.  
- Ahmad Assiri from Pepperstone suggests that gold's risk appears to be upward ahead of Trump's inauguration, as investors prepare for economically impactful policy changes.  
- The potential for tariffs disrupting trade and increasing economic volatility could enhance gold's role as a safe asset, with rising inflation pressures in the U.S. also boosting gold's appeal.

Zhitong

SD-GOLD

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Hong Kong Stock Concept Tracking | Investors Prepare for Policy Changes, Gold Price Upward Logic Remains Unchanged (Including Concept Stocks)