通胀升温仍是金价上涨的阻力,黄金ETF华夏(518850)回调获资金连续布局

中金财经
3 hours ago

  4月以来,金价维持震荡格局。月初受地缘风险提振,金价一度冲高至4846美元/盎司附近,此后美伊将展开和谈的消息带动全球股市强劲反弹,风险偏好的高企对于金价短期造成压制,4月中上旬金价总体震荡于4600-4900美元/盎司区间,等待新的催化剂。下旬油价再度反弹,美元利率汇率回升,金价跌破4600美元/盎司。在过去的一个月中,黄金与美元指数、美债收益率保持高度负相关,与原油负相关性增强。截至13:40,黄金股ETF华夏(159562)跌2.74%,黄金ETF华夏(518850)下跌0.24%,最新报价9.703元,创近一个月新低。值得注意的是,黄金ETF华夏(518850)近20个交易日19个交易日获资金净申购,累计吸金13.9亿。消息面上,美联储公布利率决议,如期按兵不动,不过美联储主席鲍威尔在他最后一次作为主席的发布会上,整体发言中性偏鸽,黄金自日低点走高。东吴证券首席经济学家芦哲表示,美联储这次不降息并不意外,主要原因是美伊冲突局势前景未明,油价大幅上涨,导致通胀上行压力加大。在这种不确定环境下,美联储的最佳选择是观望。由于市场对本次不降息已有较充分预期,因此影响相对有限。本次不降息会抬高持有黄金的机会成本,短线偏利空;但如果地缘冲突持续、油价高企使市场担忧通胀居高不下,黄金又获得相对支撑。    

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10