智通财经APP获悉,黄金股涨幅居前,截至发稿,潼关黄金(00340)涨4.03%,报1.29港元;中国黄金国际(02099)涨3.75%,报54港元;赤峰黄金(06693)涨2.89%,报24.95港元;招金矿业(01818)涨2.06%,报17.84港元。
消息面上,最新数据显示,美国4月PPI环比意外下跌0.5%,其中服务价格下降0.7%,创2009年以来最大单月跌幅。美联储主席鲍威尔发表言论,美联储正在调整其总体政策制定框架,零利率已不再是一个基本情况,需要重新考虑就业不足和平均通胀率的措辞,并预计4月PCE降至2.2%,通胀预期减弱,将会继续提升降息前景,而会支持金价。隔夜COMEX黄金期货涨1.74%报3243.90美元/盎司。
中信期货表示,美国4月CPI不及预期,市场降息预期走升;中美贸易协议的短期关税暂缓缺乏实质性进展,市场对后续谈判细节存疑,导致部分资金流入黄金等避险资产。此外,美国对欧盟的强硬贸易立场加剧经济不确定性,尽管中美贸易壁垒降低缓解了供应链通胀担忧,但关税通胀隐忧仍支撑黄金的长期配置价值。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.