智通财经APP获悉,黄金股全线走高,截至发稿,紫金矿业(02899)涨3.58%,报23.7港元;中国黄金国际(02099)涨3.24%,报87.6港元;灵宝黄金(03330)涨1.92%,报11.16港元;山东黄金(01787)涨1.95%,报27.2港元。
消息面上,8月22日晚,鲍威尔在杰克逊霍尔年会中态度明显转鸽,发言内容强调就业面临的下行风险上升,风险的平衡转变,可能需要调整政策。美联储发布修订版《长期目标与货币政策策略声明》,回归“灵活通胀目标制”。会议过后,交易员对美联储9月份降息预期由75%提升至90%。
国盛证券指出,8月1日大幅下修的就业人数显示美国政策利率仍然处于限制性区间,降息的大方向已经确立;市场所担心的通胀对美联储降息路径的限制,已被鲍威尔打开;原本美国就因有通胀的压力,降息可能为通胀再添把火,进一步推升金价上行;影子联储挑战美联储独立性,也进一步增强降息交易。此外,瑞银预计,来自美国的动力将推动黄金涨势延续至明年,该行将明年6月底的黄金目标价预期上调了200美元至每盎司3700美元。
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