道富:支撑黄金牛市的结构性因素依然稳固

格隆汇
Oct 09
道富环球投资管理的策略师在一份报告中表示,推动黄金牛市的结构性因素似乎依然稳固。这些因素包括政府债务规模创纪录、各国央行和中国零售市场实物黄金需求强劲,以及地缘政治和经济不确定性加剧。策略师表示,利率上升可能进一步加重主要经济体的债务偿付成本,加剧财政失衡。今年,中国国内黄金价格溢价大幅飙升;尽管金价走高,但前八个月的消费类黄金进口量仍创下1141吨的历史新高。策略师维持此前的基准预测,预计到2027年第一季度末,金价将达到每盎司4750至5500美元。

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