贵金属:多重因素共振金价再创历史,权益虽有钝化或更多来自恐高情绪,继续维持黄金股增配。上周多重因素共振驱动金价再创历史,其中避险情绪与降息押注的双重驱动是核心线索:1)区域性银行压力与贸易紧张升级,致使避险需求居高不下;2)降息概率进一步扩张,实际利率下行与美元阶段性走弱;3)COMEX 期货成交量与持仓同步上行,且亚洲ETF 实物需求延激增。权益相较商品依旧处弱势主要来自三个维度:1)行情突破...
Source Link贵金属:多重因素共振金价再创历史,权益虽有钝化或更多来自恐高情绪,继续维持黄金股增配。上周多重因素共振驱动金价再创历史,其中避险情绪与降息押注的双重驱动是核心线索:1)区域性银行压力与贸易紧张升级,致使避险需求居高不下;2)降息概率进一步扩张,实际利率下行与美元阶段性走弱;3)COMEX 期货成交量与持仓同步上行,且亚洲ETF 实物需求延激增。权益相较商品依旧处弱势主要来自三个维度:1)行情突破...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.