FxEmpire分析师Arslan Ali表示截至6月底贵金属行业持续获得两股力量的支撑:一是官方部门的持续买入二是新增

智通财经
Jun 26
FxEmpire分析师Arslan Ali表示截至6月底贵金属行业持续获得两股力量的支撑:一是官方部门的持续买入二是新增矿山产量的供应紧张。各国央行通过多元化配置不断增持黄金储备以对冲全球高债务水平和不断变化的货币政策环境。因此这一需求来源相对独立构成了持续性的买盘支撑。同样黄金和白银的新增矿山供应均偏紧。黄金产量自此前峰值以来未有显著增长原因是矿山老化及开采成本上升。白银同样面临类似困境但受益于其他金属的伴生生产而有所缓解。需求端方面白银的工业需求持续强劲例如在加工制造领域尤其是光伏、电子和电动汽车等新兴行业。这一趋势因全球能源转型的推进而进一步强化为白银价格提供了较为稳定的结构性支撑——此外白银还兼具货币资产属性。与此同时贵金属行业的投资者(如ETF和实物金属持有者)也为黄金和白银创造了相对稳定的需求水平。

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