华福证券:避险和滞涨交易仍是黄金交易的核心,长期配置价值不改

华福证券
Feb 25

贵金属:避险和滞涨交易仍是黄金交易的核心,长期配置价值不改。美国一系列宏观经济数据发布,就业数据韧性及美联储官员一系列偏鹰派言论削弱市场降息预期。市场主流对首次降息预期从此前6月延后至7月。短期而言,美联储降息预期摇摆,整体呈现易涨难跌格局;中长期而言,全球关税政策和地缘政治的不确定性背景下,避险和滞涨交易仍是黄金交易的核心,长期配置价值不改。个股:1)黄金:关注招金灵宝万国紫金黄金,A股关注...

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