ETF异动丨金价突破4650美元!黄金股ETF涨超3%

格隆汇
5 hours ago
黄金股领涨,黄金股ETF工银(159315)以3.45%涨幅领涨,黄金股ETF华安(159321)涨3.39%紧随其后,黄金股ETF国泰(517400)、黄金股ETF永赢(517520)、黄金股ETF平安(159322)、黄金股ETF华夏(159562)分别上涨3.35%、3.30%、3.18%、3.12%. 近日,国际金价迎来大幅反弹。现货黄金日内上涨1%,现报4650美元/盎司。 消息面上,美国财政部将长期国债回购规模大幅提高(单次规模从20亿美元翻倍至40亿美元,且暗示上限可能更高),此举被市场解读为在“人为”压制长端利率、为巨额债务“托底”。这直接引发了市场对美元信用和美国财政可持续性的深层担忧,导致美元指数走弱、实际利率下行。对于以美元计价的有色金属而言,美元走弱本身就利好价格。更关键的是,这种“财政主导”的信用叙事,极大地提振了黄金的“信用对冲”属性,并带动了整个有色金属板块金融属性的重估。 机构认为,短期金价仍将受到美债收益率、美元走势及货币政策预期影响,但央行持续购金、美元信用变化及地缘风险等中长期支撑因素并未改变。

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