智通财经APP获悉,黄金股集体走软,截至发稿,灵宝黄金(03330)跌3.62%,报8.51港元;潼关黄金(00340)跌3.03%,报1.28港元;赤峰黄金(06693)跌2.76%,报24.65港元;山东黄金(01787)跌2.16%,报22.65港元。
消息面上,5月14日,现货黄金一度跌穿3230美元/盎司,截至发稿,报3233.49美元/盎司,日内跌0.5%;COMEX黄金期货主力最新报3231.7美元/盎司,日内跌0.51%。华泰期货认为,近期中美双方日内瓦会谈并获得较好的结果使得市场风险情绪滋生,黄金价格受到一定打压。不过特朗普关税政策却仍相对多变,同时未来通胀预期在关税影响下或许也仍会抬升,因此在目前情况下,黄金或暂时维持震荡格局。
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。
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