10月2日，港股黄金股盘初走强，中国白银集团涨超13%，紫金黄金国际涨超10%，赤峰黄金涨超7%，潼关黄金涨超5%，灵宝黄金涨超4%，中国黄金国际涨超3%，山东黄金、紫金矿业涨超2%。
10月1日，国际金价再度刷新历史纪录，伦敦金现盘中逼近3900美元/盎司，COMEX黄金盘中突破3900美元/盎司。
美国ADP就业报告数据显示，2025年9月全美私营部门新增就业人数减少3.2万人，远低于市场预期的增加5万人。另外，美国联邦政府近7年以来再次关门，数十万联邦雇员不得不面临强制休假或被裁员，众多联邦部门的服务也“停摆”。
光大证券近日指出，若美国政府停摆，期间经济数据暂停公布，美联储决策难度加大，降息路径或更有可能“按部就班”，延续9月指引，黄金表现将优于美股和美债。
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