贵金属板块贵金属：避险反弹降息支撑 贵金属高位上行逻辑：①核心逻辑，短期避险方面，贸易战避险消退，地缘异动风险上升；美国就业走弱通胀温和，降息预期支撑仍存。②避险属性方面，普京在年度媒体活动中坚持俄方停战要求，称欧盟的“抢劫”失败了。中美经贸磋商成果共识公布。美委、泰柬等地缘异动风险上升。③货币属性方面，美国11月核心CPI同比上涨2.6%，创下2021年初以来最慢增速，低于市场预期的3%。美国...
Source Link贵金属板块贵金属：避险反弹降息支撑 贵金属高位上行逻辑：①核心逻辑，短期避险方面，贸易战避险消退，地缘异动风险上升；美国就业走弱通胀温和，降息预期支撑仍存。②避险属性方面，普京在年度媒体活动中坚持俄方停战要求，称欧盟的“抢劫”失败了。中美经贸磋商成果共识公布。美委、泰柬等地缘异动风险上升。③货币属性方面，美国11月核心CPI同比上涨2.6%，创下2021年初以来最慢增速，低于市场预期的3%。美国...
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