有色金属行业定期报告:美联储降息预期升温,白银价格刷新历史新高

华福证券
Nov 30

(以下内容从华福证券《有色金属行业定期报告:美联储降息预期升温,白银价格刷新历史新高》研报附件原文摘录)投资要点:贵金属:近期,随着市场对美联储在12月降息预期明显升温,美元阶段性走弱,地缘局势在乌克兰及中东多点升温,避险情绪与利率预期在全球资产定价中的权重同步提升。当前黄金走势正处于“宏观利好”与“风险偏好回升”的拉锯之中。虽然地缘政治缓和与风险资产回暖抑制了传统避险资金流入,但美联储转向宽松的...

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