【避险情绪重回市场，黄金抹平一周来跌幅】金十期货5月6日讯，5月5日，COMEX黄金大幅向上拉升，收回假期跌幅，报收3343.5美元/盎司，涨幅3.09%。国内SHFE金无夜盘交易。1. 五一期间，美国多项关键经济数据相继公布，整体表现呈现出喜忧参半的态势。然而，关税破局谈判的消息不断涌现，极大地提振了市场信心，推动市场风险偏好持续回升，进而促使海外大类资产呈现出“股强债弱”的格局，欧美股市已经基本收复了4月2日对等关税冲击后的全部跌幅。与此同时，美元指数的跌势暂时得到缓解，降息宽松预期略有回调，美债收益率整体呈现上行趋势，受此影响黄金震荡回调。2. 不过，特朗普周日称，将对所有在外国制作的电影征收100%关税。行业媒体称，这可能将对美国娱乐产业产生重大冲击。影业关税威胁的冲击下，美股各板块ETF普遍收跌，OPEC+增产消息也导致能源和油气板块跌超1.7%。避险情绪重回市场，黄金盘中大涨，接近抹平一周来跌幅。后续来看，特朗普政府态度仍会反复，但在发债压力下总体相比4月份或将缓和，另外俄乌冲突重新进入和谈窗口期，中东局势虽局部升温但未扩散至石油核心产区，市场对“避险溢价”的定价趋于理性，价格短期或维持高位震荡，关注数据及消息层面的边际变化。
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