【欧美谈判不顺,黄金迎来上行】金十期货特约光大期货点评:上周,COMEX黄金价格上涨5.65%至3386.5美元/盎司,沪金主连上涨3.76%至780.10元/克。1. 关税方面,美国贸易谈判代表正在推动欧盟单方面降低对美国商品的关税,但欧盟一直在推动达成一项共同商定的谈判框架文本,双方的分歧仍然太大。2. 数据方面,美国5月Markit制造业PMI初值52.3,创三个月新高,高于预期49.9和前值50.2;服务业PMI初值52.3,创下两个月新高,高于预期51和前值50.8;综合PMI初值52.1,预期50.3,前值50.6。3. 降息方面,最新CME“美联储观察”数据显示,6月维持利率不变的概率为94.4%,降息25个基点的概率为5.6%,到7月维持利率不变的概率为74.9%,累计降息25个基点的概率为23.9%,累计降息50个基点的概率为1.1%。4. 综合而言,继续关注欧美关税谈判的进展,在谈判取得进展之前或支撑金价走势,反之若谈判取得较大进展,无疑也会推动金价回落整理,关注金价在历史高位下的表现,操作上多看少动。
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