我们认为黄金行情尚未结束，年内还有上行空间。前文的推升金价的四大因素，今年年内大概率延续演绎：首先，美联储独立性能否维持，四季度将是关键时点。第二，降息预期或继续演绎。第三，关税的不确定性难以解除，如果IEEPA关税因合法性而受阻，我们预计白宫可能转向扩大行业关税的范围。第四，“去美元化”长期趋势延续，各国官方机构增持，将是黄金需求的底层支撑。我们预计在今年的宏观背景下，私人部门对黄金的需求也将...
Source Link我们认为黄金行情尚未结束，年内还有上行空间。前文的推升金价的四大因素，今年年内大概率延续演绎：首先，美联储独立性能否维持，四季度将是关键时点。第二，降息预期或继续演绎。第三，关税的不确定性难以解除，如果IEEPA关税因合法性而受阻，我们预计白宫可能转向扩大行业关税的范围。第四，“去美元化”长期趋势延续，各国官方机构增持，将是黄金需求的底层支撑。我们预计在今年的宏观背景下，私人部门对黄金的需求也将...
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