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【EJFQ信析】金價難再大升 礦業股更值博 @ 2025-02-27T Back Hot News
Keyword:金價 黃金
Concept:黃金價
2024年黃金大漲近40%後,熱度未降;2025年以來,主要黃金品類繼續上漲。外盤方面,作為全球現貨黃金價格標桿的倫敦現貨黃金(即「倫敦金」)從2625美元/盎司一路上漲,2月20日盤中一度觸及2954美元/盎司的歷史高位。截至2月21日盤中,倫敦金報2930美元/盎司,相當於今年以來每克黃金漲了逾9.5美元。
紫金天風期貨2月18日研報稱,美國總統特朗普的關稅政策預期是本輪金價上漲的關鍵因素之一。美國投資者擔心對加拿大與墨西哥這兩大進口黃金供應商加征的關稅涉及黃金,使得黃金的進口成本可能上升,則大舉從全球其他地區搬運庫存至美國境內,而LBMA(倫敦金銀市場協會)現貨同樣緊缺且需求高度集中導致了現貨黃金價格走高。最終,跨市場金價同期飆漲並未產生對COMEX的逼倉現象。

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