本报告导读:美联储对12 月降息的态度摇摆不定,叠加市场对美国AI 叙事的态度有所转变,基本金属价格震荡。能源金属基本面偏强,价格震荡走高。投资要点:贵金属:风险 资产波动、央行减少黄金储存影响市场心态。美联储FOMC 会议纪要对经济形势的评估喜忧参半,叠加美联储理事的鹰、鸽均存的发声,12 月降息预期反复波动主导市场。而日本的经济刺激政策预期抬升日本国债收益率,全球流动性趋紧,叠加美股波动较大、...
Source Link本报告导读:美联储对12 月降息的态度摇摆不定,叠加市场对美国AI 叙事的态度有所转变,基本金属价格震荡。能源金属基本面偏强,价格震荡走高。投资要点:贵金属:风险 资产波动、央行减少黄金储存影响市场心态。美联储FOMC 会议纪要对经济形势的评估喜忧参半,叠加美联储理事的鹰、鸽均存的发声,12 月降息预期反复波动主导市场。而日本的经济刺激政策预期抬升日本国债收益率,全球流动性趋紧,叠加美股波动较大、...
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