专题 | 新湖宏观金融点评:大跌过后,黄金下一步怎么做?

湖畔新言
Feb 02

周四晚间美股巨震打压投机情绪,拖累贵金属价格,周五亚洲盘延续跌势。特朗普提名偏鹰派的前美联储理事沃什出任下任主席,推动美元走强、风险偏好持续回落,金银遭遇“黑色星期五”:伦敦金、银盘中跌幅超10%和30%,白银创1983年以来最大单日跌幅,分别收于约4880美元和85美元,金银比回升至57。我们认为沃什提名及汇率波动属短期扰动,中期仍需关注地缘政治与特朗普政策不确定性,长期则看全球债务可持续性与去...

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