7月7日，Natixis 维持 4600 美元黄金目标，EasyMarkets易信表示，机构中长期观点仍为贵金属提供心理支撑，尽管短线金价受高利率预期压制。市场在回调后重新评估黄金的配置价值，资金情绪呈现谨慎修复特征。
央行购金预期和配置需求是黄金长期逻辑的重要组成部分。短期美元走强会限制涨幅，但若实际利率回落，黄金仍可能重新吸引资金流入。EasyMarkets易信表示，当前投资者更关心政策转向何时出现，而不是单一目标价本身。
市场对黄金的分歧主要在时间节奏。多头关注储备需求、通胀对冲和组合分散价值，空头则强调利率维持高位带来的机会成本。价格可能先在区间内完成换手，等待会议纪要和后续数据提供更明确方向。
黄金后续表现取决于政策预期与储备需求的力量对比。EasyMarkets易信分析称，若宏观数据继续降温，机构目标价对市场情绪的支撑可能增强，金价也更容易逐步修复。
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