【德意志银行:黄金持续创新高表明股市中蕴藏着恐慌】金色财经报道,黄金价格刚刚再次创下历史新高,这与更广泛市场的乐观基调不符。毕竟,黄金通常在经济不安时期扮演避险资产的角色。德意志银行分析师Henry Allen表示,这表明股市中潜伏着恐慌,投资者既看好股市,又担心存在重大下行风险。Allen表示:“虽然金价有许多驱动因素,但其中之一是它被视为投资者在恐惧时购买的避险资产。当下市场预期未来几年美国通胀将徘徊在目标上方,而这远非 ‘完美’,这与持续的关税担忧相联系,制药和半导体等行业的审查仍在进行中。而且市场认为月底美国政府停摆的可能性越来越大。除此之外,市场显然也担心就业增长放缓。”
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