贵金属:非农数据下调后的恐慌情绪消退,白银出现反弹。贵金属本周表现良好,comex 黄金 上行1.24%,comex白银上行3.79%。本周在非农走弱导致的衰退预期逐步钝化的大趋势下,美国2YRNOTE上行到3.7%以上,白银反弹较多。美国试图对金条加征关税导致comex黄金相对伦敦金出现较大溢价,但周五晚白宫澄清不会对金条加征关税,溢价随之回落到正常区间。总体来看,配置资产多元化的大时代下,我们...
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