报告导读:在供需紧平衡的状况下,供需平衡表很重要,但更需关注宏观对金属价格走势的核心影响,货币政策、宏观预期、地缘博弈与供给扰动将成为胜负手。贵金属:风险偏好下行,贵金属价格调整。美国科技股因财报不及市场预期有所回调,美国财长对强美元的表态和新任美联储缩表的政策预期,市场风险偏好下行,叠加贵金属前期交易拥挤,上周(2月6日当周)贵金属价格调整。1月中国央行继续购金、25年黄金ETF持仓份额的上升,...
Source Link报告导读:在供需紧平衡的状况下,供需平衡表很重要,但更需关注宏观对金属价格走势的核心影响,货币政策、宏观预期、地缘博弈与供给扰动将成为胜负手。贵金属:风险偏好下行,贵金属价格调整。美国科技股因财报不及市场预期有所回调,美国财长对强美元的表态和新任美联储缩表的政策预期,市场风险偏好下行,叠加贵金属前期交易拥挤,上周(2月6日当周)贵金属价格调整。1月中国央行继续购金、25年黄金ETF持仓份额的上升,...
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