能源价格而非避险需求 黄金在俄乌局势中的真实定价逻辑

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汇通财经APP讯——现货黄金周一(10月12日)亚洲时段小幅上扬,交投于4200美元/盎司上方。部分市场观点将此番走势归因于特朗普宣布的俄乌能源(850101)停火,但这一逻辑基础并不牢固:停火消息传出后仅数小时,基辅方面即称俄罗斯对乌克兰发电设施发动袭击,而莫斯科至今未就停火作出确认。就黄金而言,此轮冲突的关键传导链条在于石油,而非避险情绪。局势升级推高能源(850101)价格,抬升通胀预期,...

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