方正证券:美财政部加大长债回购力度 贵金属逻辑持续增强

格隆汇
Yesterday
方正证券研报称,美国财政部加大长债回购力度,弱化远端收益率上行动能,叠加美国经济数据疲软打压美联储加息预期及美元走强动能,金价顺势突破4600美元/盎司,贵金属权益市场颇具弹性。静待年内加息预期及美元走强逻辑进一步松动,带来贵金属权益市场的结构性机会;往后看,AI通胀和美国财政端有望继续创造黄金的利多环境,对后续的市场流动性保持乐观,并建议持续关注贵金属板块的高配置价值。

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