高盛重申 2026 年金价看涨至 4900 美元的预测

链捕手
Dec 19

ChainCatcher 消息,高盛在最新发布的 2025-2026 年大宗商品展望报告中表示,2026 年将成为全球石油供应波动的最后一年,预计市场将因日均 200 万桶的供应过剩导致布伦特原油价格在 2026 年平均跌至 56 美元/桶,并在年中触底。

此外,高盛重申其 2026 年金价看涨至 4900 美元的预测,认为全球央行购金需求与美联储降息将成为金价上涨的双重驱动力。分析指出,地缘政治风险和经济不确定性促使新兴市场央行加速增持黄金,而私人投资者的潜在入场可能进一步推高金价。

高盛预计 2026 年全球央行每月黄金购买量将保持在 70 吨左右,同时私人投资者的配置比例每增加 1 个基点,金价将上涨约 1.4%。

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