金吾财讯 | 摩根士丹利在最新发布的报告中指出，国际金价已提前触及该机构此前设定的第四季度目标位，并预计到2027年，现货黄金价格有望一举突破每盎司5000美元大关。不过，该行亦提到，短期内市场仍可能伴随震荡。摩根士丹利分析师艾米·高尔表示，金价冲高速度超出预期，快速突破了每盎司4450美元的阶段性目标。这一轮强劲走势主要受益于宏观环境改善对黄金ETF需求的提振，其中包括美联储进一步加息预期的削弱、美元走势偏弱，以及全球央行持续强劲的购金力度和实物需求的坚实支撑。值得注意的是，在长期美债收益率维持高位的背景下，黄金依然展现出极强的抗跌韧性。摩根士丹利指出，这反映出市场资金对美国高额政府债务及潜在货币贬值等财政风险的担忧日益加剧，黄金的对冲属性进一步被激活。受美国财政部表态或将扩大国债回购规模等消息刺激，前一交易日纽约商品交易所（Comex）8月黄金期货、8月白银期货双双刷新数月来新高。大摩提示，虽然看好长期走势，但随着美联储后续利率政策落地及关键通胀数据的公布，市场短期内或面临阶段性波动。
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