东北证券有色组核心观点金:美伊局势紧张,对等关税被否但不改金价上行趋势。1)美伊局势紧张带动金价走强:2/17美国和伊朗在日内瓦开启第二轮间接谈判,取得了一些程序性进展,如伊朗愿接受铀浓缩核查、未来两周提交详细书面方案等,但并无实质突破,如美方要求伊朗彻底放弃铀浓缩,伊朗拒绝,总体看美伊谈判在关键议题上仍存在巨大分歧,美国继续在中东地区集结军事力量,伊朗则进入全面战备状态并举行军演,局势高度紧张。...
Source Link东北证券有色组核心观点金:美伊局势紧张,对等关税被否但不改金价上行趋势。1)美伊局势紧张带动金价走强:2/17美国和伊朗在日内瓦开启第二轮间接谈判,取得了一些程序性进展,如伊朗愿接受铀浓缩核查、未来两周提交详细书面方案等,但并无实质突破,如美方要求伊朗彻底放弃铀浓缩,伊朗拒绝,总体看美伊谈判在关键议题上仍存在巨大分歧,美国继续在中东地区集结军事力量,伊朗则进入全面战备状态并举行军演,局势高度紧张。...
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