NO.1 中信证券:展望明年 多种因素仍然很可能主导金价上行11月6日,中信证券研报指出,总结历史规律,黄金的长期价格走势与地缘政治和经济形势高度相关。黄金价格上行的驱动力通常来自地缘政治的混乱和美国经济的弱势表现,下行风险则可以总结为五类:美国经济转好、美联储转鹰、美国强财政纪律、地缘局势缓和、全球央行卖金,而目前这些风险都不显著。从长期来看,黄金仍然受益于逆全球化风险带来的全球流动性的扩张和...
Source LinkNO.1 中信证券:展望明年 多种因素仍然很可能主导金价上行11月6日,中信证券研报指出,总结历史规律,黄金的长期价格走势与地缘政治和经济形势高度相关。黄金价格上行的驱动力通常来自地缘政治的混乱和美国经济的弱势表现,下行风险则可以总结为五类:美国经济转好、美联储转鹰、美国强财政纪律、地缘局势缓和、全球央行卖金,而目前这些风险都不显著。从长期来看,黄金仍然受益于逆全球化风险带来的全球流动性的扩张和...
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