贵金属：政府停摆延续避险情绪升温，短期展望衰退交易依旧是驱动金价回升的核心动能，维持增配。上周美国政府持续停摆，AI 高估值争议下避险情绪升温，金价企稳磨底。当前节点，我们依旧强调金价是波动并非趋势转折。短周期来看，金价少有在降息周期初期见顶。通常复苏初期货币政策拐点是金价周期性压力凸显核心节点。当前本轮第二次降息尚未落地，宏观周期视角看过早；长周期看，本轮核心驱动在去美元化央行购金主导再配置，在...
Source Link贵金属：政府停摆延续避险情绪升温，短期展望衰退交易依旧是驱动金价回升的核心动能，维持增配。上周美国政府持续停摆，AI 高估值争议下避险情绪升温，金价企稳磨底。当前节点，我们依旧强调金价是波动并非趋势转折。短周期来看，金价少有在降息周期初期见顶。通常复苏初期货币政策拐点是金价周期性压力凸显核心节点。当前本轮第二次降息尚未落地，宏观周期视角看过早；长周期看，本轮核心驱动在去美元化央行购金主导再配置，在...
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