港股异动 | 黄金股集体高开 沃勒放鸽推动加息预期降温 美元与利率压力缓解带动黄金修复

智通财经
Sep 04

智通财经APP获悉,黄金股集体高开,截至发稿,紫金黄金国际(02259)涨4.12%,报166.8港元;紫金矿业(02899)涨4.02%,报37.8港元;赤峰黄金(06693)涨3.04%,报44港元;灵宝黄金(03330)涨2.98%,报23.5港元。

消息面上,周四晚美联储理事沃勒表示,如果即将公布的数据确认通胀压力正在降温,他倾向于在美联储下一次货币政策会议上支持维持利率不变。但他同时警告称,如果通胀数据表现火热,9月进一步加息仍然是一种可能。受美联储理事沃勒发言影响,交易员降低了对美联储9月加息押注,多个期限美债收益率回落的同时,美元指数也显著下跌。

当前市场关注今晚即将公布的美国8月非农数据。中信期货认为,沃勒讲话的重要意义在于打破了此前市场对沃什鹰派信号的单向外推,美联储政策路径重新回到就业与通胀共同决定的状态。即使服务业保持韧性,只要就业继续降温,加息预期进一步上升的空间也将受到限制。后续核心仍是就业与通胀之间的相对变化。

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