瑞银全球经济与策略研究部认为,在官方部门持续购入黄金、季节性需求改善及中国投资活动支持下,金价年底前的风险回报正逐渐偏向上行。中国8月增持约20吨黄金,令今年以来累计购入量增至约80吨。瑞银认为,即使联储局9月加息,金价短线或受实质利率及美元走势影响而回落,但跌幅料有限,整体复苏趋势未必受破坏。季节性实物需求应会改善,而希望建立策略性持仓的机构及官方部门投资者,可能会在价格较低时变得更加活跃。...
Source Link瑞银全球经济与策略研究部认为,在官方部门持续购入黄金、季节性需求改善及中国投资活动支持下,金价年底前的风险回报正逐渐偏向上行。中国8月增持约20吨黄金,令今年以来累计购入量增至约80吨。瑞银认为,即使联储局9月加息,金价短线或受实质利率及美元走势影响而回落,但跌幅料有限,整体复苏趋势未必受破坏。季节性实物需求应会改善,而希望建立策略性持仓的机构及官方部门投资者,可能会在价格较低时变得更加活跃。...
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