贵金属板块贵金属:地缘异动重启 贵金属低位反弹①核心逻辑,短期避险方面,地缘异动风险短期升温;新联储主席预期偏鹰,美国就业走弱通胀压力仍存,降息预期渐近尾声。②避险属性方面,美军在阿拉伯海击落伊朗无人机,美籍油轮在霍尔木兹海峡遭伊朗炮艇逼近,地区紧张局势进一步升温。③货币属性方面,特朗普提名前美联储理事沃什接替鲍威尔,新提名引爆鹰派预期,其主张缩减资产负债表并对降息持谨慎态度。美国12月PPI创...
Source Link贵金属板块贵金属:地缘异动重启 贵金属低位反弹①核心逻辑,短期避险方面,地缘异动风险短期升温;新联储主席预期偏鹰,美国就业走弱通胀压力仍存,降息预期渐近尾声。②避险属性方面,美军在阿拉伯海击落伊朗无人机,美籍油轮在霍尔木兹海峡遭伊朗炮艇逼近,地区紧张局势进一步升温。③货币属性方面,特朗普提名前美联储理事沃什接替鲍威尔,新提名引爆鹰派预期,其主张缩减资产负债表并对降息持谨慎态度。美国12月PPI创...
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