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隔夜市場回顧:地緣政治動蕩提振黃金延續升勢 @ 2024-11-20T Back Hot News
Keyword:金價 黃金 美元
Concept:黃金價
那麼,黃金的牛市結束了嗎?國泰君安(香港)表示,黃金的定價框架主要由通脹效應、財政信用和風險溢價三個維度構成。短期內影響黃金走勢的主因是全球資金的避險因素,因為俄烏沖突有望得到緩解,避險資金流向黃金的壓力驟減。而且美國經濟有望走強,也使得資金風險偏好走高,避險需求降低。但中長期來看,隨著特朗普的再次上台,通脹因素和美元信用走弱,可能會成為支撐黃金繼續走強的關鍵。總體而言,短期內,黃金價格會承壓,但是中長期來看「特朗普2.0」的宏觀因素並不會使得黃金價格的利多因素消退。黃金具備確定性的中長期配置價值。
11月19日|哈莫尼黃金漲超4%,金田漲近3%,巴里克黃金漲約2.8%,金羅斯黃金漲超1.8%。消息面上,金價反彈,現貨黃金重回2630美元/盎司上方。高盛近日表示,考慮到央行買盤和美國明年降息前景,黃金料將漲至紀錄高位,該行將黃金列入2025年首選大宗商品交易之列,並稱金價可能在特朗普總統任期內進一步走升。分析師重申到2025年12月的目標位在每盎司3000美元。(格隆匯)

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