中东冲突超预期 避险情绪下金价或剑指3500美元/盎司

工银瑞信基金
16 Jun

点击即可收听全部内容近期中东地缘冲突超预期推升金价,国际金价涨至3450美元/盎司附近,剑指3500美元/盎司的历史高位。我们认为,市场当前更多交易不确定性,地缘风险带来的不确定性与美国经济长期滞胀风险或继续激发避险情绪,从而对金价形成支撑,不确定性或将在短期内继续推动金价上涨。随着中美经贸磋商机制首次会议达成原则一致,就解决双方彼此经贸关切取得新进展,市场风险偏好提升这一压制金价的因素落地兑现,...

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