投资要点贵金属:以色列伊朗冲突后黄金脉冲式上行。本周由于以色列和伊朗冲突激化黄金的避险需求,黄金价格快速上行,comex 黄金上涨3.65%,再次突破3400 美金的关口并且逼近前高。白银在前一周大涨之后本周高位震荡,我们认为未来白银有望快速补涨至50 美金/盎司。5 月非农数据显示出美国转向滞胀的概率在加大(劳动参与率降低的同时工资上行),滞胀的历史环境中,贵金属向来有着较好的表现。本周地缘风险...
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