对比2013年,本轮“抢金潮”有何不同?

华尔街见闻
Feb 02

金价剧烈波动之下,黄金珠宝终端零售市场正在经历一场与2013年"抢金潮"既相似又不同的变局。2月2日,国信证券在最新研报中称,本轮行情与2013年有本质区别。2013年是金价暴跌后的“抄底”行为,导致后续需求严重透支;而本轮(2026年)需求建立在金价连创新高的背景下,驱动力已从单纯的投机转向“资产配置”和“产品叙事”。近日,金价出现剧烈波动,从2026年开年至1月29日,COMEX期金涨幅达...

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