黄金股持续走低 科尔黛伦矿业(CDE)跌4.04% 地缘冲突扰动市场国际金价

金吾财讯
May 19

金吾财讯 | 黄金股持续走低,哈莫尼黄金(HMY)跌1.52%,泛美白银 (PAAS) 跌 3.00%,International T (THM) 跌 2.94%,Paramount Gold Nevada (PZG) 跌 2.94%,Vista 黄金 (VGZ) 跌 3.00%,美国黄金公司 (USAU) 跌 3.24%,纽曼矿业 (NEM) 跌 3.27%,科尔黛伦矿业(CDE)跌4.04%。

消息面上,美债收益率持续大涨,现货黄金向下跌破4500美元,日内下跌1.46%;现货白银日内跌幅扩大至5%,报73.63美元/盎司。

当前,美伊谈判陷入僵局,停火协议虽持续但不确定性仍存。在此背景下,美元作为避险货币的优势凸显,美元指数小幅走高,而美元走强会增加海外买家购买黄金的成本,对金价形成压制。同时,霍尔木兹海峡实际关闭(全球五分之一原油经此运输),虽推动原油价格维持在战前高位,却也加剧市场对通胀的担忧,进而引发对各国央行加息的预期,而高利率环境不利于无收益资产黄金的表现。

菲利普资本分析师指出,霍尔木兹海峡重新开放进展缓慢,加剧通胀担忧,导致债券市场暴跌,进而拖累金价下行。此外,伊朗已向美国提交和平提案,要求停止敌对行动、美军撤军及取消制裁等,巴基斯坦已将该提案转达美国,但该提案与此前被特朗普否定的条款无实质性区别。

特朗普近日表示,已应海湾国家领导人要求取消对伊朗新袭击,称目前正进行严肃谈判,海湾国家认为有望达成各方可接受的协议,地缘局势的微妙变化或将进一步影响后续金价及全球资产走势。

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