Morgan Stanley: Stablecoin firms ramp up gold purchases,有望 reaching $4,800 per ounce by Q4 2026

TechFlow news, December 16 — According to Jinshi Data, Morgan Stanley published an analysis stating that as interest rate cut expectations persist and the weakness of the dollar index returns, gold is likely to continue receiving macro-level support, potentially rising to $4,800 per ounce by the fourth quarter of 2026. "We believe gold carries upside risks due to central banks elevating their gold purchases, global growth concerns, and stablecoin companies increasing their gold acquisition efforts."

Investment demand for silver is likely to remain dominant, and given low inventories, there is a possibility of a physical short squeeze.