国际金价续创新高 不确定性增加推动资金流入贵金属板块

工银瑞信基金
Sep 30, 2025

点击即可收听全部内容9月30日,现货黄金突破3800美元/盎司,续创历史新高。今年以来累计上涨近45%。同时,现货白银盘中突破47美元/盎司关键关口,年内累计涨幅超60%。铂金、钯金等价格也大幅上涨。我们认为,在美联储降息靴子落地完成部分筹码交换后,黄金重新回到交易不确定性上,近期市场波动加剧推动资金流入贵金属板块。近期金价上涨主要受三方面因素影响:一是临近10月,美国政府面临停摆危机。国会两党在...

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