【市场风险偏好继续回升,黄金创一个月来新低】金十期货特约光大期货点评:5月14日,COMEX黄金盘中震荡走弱,报收3180.7美元/盎司,跌幅2.07%。国内SHFE金夜盘低开震荡,报收748.68元/克,跌幅2.04%。1. 随着周三午间我国对原产于美国的进口商品加征关税调整措施开始实施,市场继续交易中美贸易关系缓和带来的乐观情绪。与此同时,本周特朗普在访问中东期间,与沙特达成有史以来两国最大规模的商业协议,含谷歌、DataVolt、甲骨文等公司的800亿美元尖端科技投资、DataVolt的200亿美元AI数据中心和能源基建投资等;同时,沙特承诺向美国投资6000亿美元,以强化美国的“能源安全、国防工业、技术领先地位以及获取全球基础设施和关键矿产的渠道”。周三晚间美股中科技股继续强劲,市场避险情绪再度降温,美债价格下跌,交易员继续降低对美联储降息前景的预期,黄金价格走势承压。2. 从美元角度来看,此前新华财经消息,韩国确认与美国讨论了外汇政策,美元应声下跌,美元兑韩元跌至一周低位,日内下跌1.92%。而在报道声称不寻求美元贬值后,美元指数短线从低点拉升大约20点,至101上方,日内整体转涨,估值上同样压制黄金价格。料短期市场风险偏好回升或令黄金价格延续偏弱走势,重点关注本周美联储官员讲话对盘面的指引。
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