【贵金属】金银短期承压待企稳 宏观支撑长期多头

国元期货研究
Oct 28

策略观点本周贵金属市场出现多年罕见暴跌,伦敦金银、COMEX 金银及国内 SGE 金银 T+D 均大幅下跌,市场看空情绪浓厚,主要因投机性多头头寸过度累积叠加印度季节性购买热潮结束加剧抛压。但从宏观与产业面看,支撑贵金属长期上涨的基本面未变:美国地区银行财报缓解坏账恐慌,信贷质量稳健稳定市场情绪,且美国组建 50 亿美元关键矿产基金强化供应链安全,美元指数受内外因素支撑短期或维持强势,不过潜在买盘...

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