贵金属:美国12月零售意外停滞,1月非农超预期但历史数据大幅下修,AI颠覆性担忧引发市场流动性冲击,经济风险依然持续;叠加美伊会谈陷入僵局+美国1月CPI低于预期+肯尼亚加入非洲黄金增持行列,避险+降息+央行购金逻辑依然支撑贵金属走势。(1)美国12月零售数据增长停滞,加剧市场对消费者支出动能的担忧。12月,美国未经通胀调整的零售销售额环比+0%,大幅不及预期的+0.4%,亦低于前值0.6%;剔除...
Source Link贵金属:美国12月零售意外停滞,1月非农超预期但历史数据大幅下修,AI颠覆性担忧引发市场流动性冲击,经济风险依然持续;叠加美伊会谈陷入僵局+美国1月CPI低于预期+肯尼亚加入非洲黄金增持行列,避险+降息+央行购金逻辑依然支撑贵金属走势。(1)美国12月零售数据增长停滞,加剧市场对消费者支出动能的担忧。12月,美国未经通胀调整的零售销售额环比+0%,大幅不及预期的+0.4%,亦低于前值0.6%;剔除...
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