《大行》大摩上调金价第四季预测至3,800美元 偏好黄金、白银和期铜

阿斯达克财经
Jul 15, 2025

摩根士丹利发表金属行业报告表示,美元汇价进一步走弱下,应为大宗商品提供顺风(tailwind),美国若通胀上升也可能吸引资金流入,而任何中国刺激经济政策对行业都将是意外的利好。然而美国关税带来增长风险,因为前期囤货效应逐渐消退。该行偏好黄金、白银和COMEX(纽约商品期货交易所)期铜。该行预计8月1日起美国对特定国家的关税将再次上调,钢铁、铝和铜等行业关税也可能影响及推高工业部门的成本通胀。出口...

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