分析师:金价或在当前区间震荡十年 黄金一生难遇抛售窗口已过

智通财经
Jun 26
【分析师:金价或在当前区间震荡十年 黄金一生难遇抛售窗口已过】近日,彭博首席大宗商品分析师迈克·麦格隆在接受《商品文化》节目访谈时指出,长期金价最终仍会走高,但2026年1至2月创下的历史高点是一生难得一遇的抛售窗口,当下黄金估值、市场相关性、波动率等指标都出现危险信号。他指出,眼下黄金完全沦为美股的“傀儡资产”,所有贵金属板块走势全部绑定美股。“大宗商品全面跟随美股波动,根源就是美股估值严重虚高。美联储官员近期持续表态,要严防通胀、维持物价稳定,背后隐含的逻辑是:美股大幅下跌就能自动压制通胀,而美股下行会同步拖累黄金、所有大宗商品走弱。”麦格隆分析说。长期来看,他认为,金价最终肯定会走高,这一点毋庸置疑。但参考历史走势,黄金有可能在当前区间震荡十年;若复刻1980年的行情,震荡周期甚至会长达二十年。

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