黄金股普跌 灵宝黄金(03330)跌6.77% 紫金黄金国际(02259)跌4.05%

金吾财讯
Apr 28

金吾财讯 | 黄金股普跌,灵宝黄金(03330)跌6.77%,紫金黄金国际(02259)跌4.05%,潼关黄金(00340)跌3.67%,山东黄金(01787)跌3.00%,紫金矿业(02899)跌2.76%,珠峰黄金(01815)跌2.70%,赤峰黄金(06693)跌2.33%,中国白银集团(00815)跌2.30%,中国黄金国际(02099)跌1.80%。

消息面上,现货黄金日内跌幅超1%,现报4628.9美元/盎司。现货白银下跌超过3%,每盎司73.10美元。

信达期货表示,金融属性上,上周主要受到两条线的来回拉扯,一是能源带动的通胀压力,二是政策预期的阶段性松动。海峡反复收紧带动油价上行,通胀压力阶段性抬升,叠加零售数据偏强,使市场对降息节奏的预期有所收敛;另一方面,围绕沃什听证以及鲍威尔监管相关事件,市场对政策方向的判断不断被修正,宽松预期时有反复。更重要的是,下周进入超级央行周,市场已经基本预期美联储不降息,主要关注点在于鲍威尔及美联储对于利率前景以及未来方向的指引,在中短线或对金价造成较大扰动。展望后市,地缘主线并不清晰,这种状态短期内很难改变。停火是否延续、谈判能否重启、海峡是否保持通行,都没有确定答案,而特朗普的表态仍可能反复,市场很难形成一致预期。在这种环境下,行情更可能维持高波动、低延续的特征。若停火失效、冲突升级预期进一步强化,油价大概率维持高位,对金价形成压制;若谈判出现实质推进、海峡恢复通行,则油价回落,金价会有修复空间。但这两种情景之间切换的速度会很快,持续性不会太强。

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