摩根大通将2026年黄金平均价格预测从每盎司5,708美元下调至5,243美元,理由是随着投资者客户兴趣“已降至涓滴”,黄金的短期需求趋于疲软。
该行分析师在周日发布的一份报告中表示:“这种沉寂体现在交易活动和需求指标的停滞上。COMEX黄金期货总持仓量和成交量持续低迷,管理基金期货净持仓量在低位徘徊,ETF资金流入也较为清淡。”
尽管下调了预测,该行仍维持看涨预期,预计随着下半年需求增强,金价将在2026年底前攀升至每盎司6,000美元。
“我们维持中期的看涨预期,并预测在巨大的能源和通胀不确定性消散后,2026年下半年来自投资者和央行的黄金需求将再次增强。”
此前,澳新银行也于上周五将黄金年终目标价下调至5,600美元,因通胀预期、收益率上升及美元走强可能对金价构成压力。
自2月底美伊冲突爆发以来,现货黄金已下跌约14%,因油价上涨加剧了市场对通胀的担忧,并引发对美联储将长期维持较高利率水平的预期。受通胀担忧加剧导致全球债券市场抛售加剧影响,当日早些时候金价触及3月30日以来的最低点。
责任编辑:王永生
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