【重要信号来袭,这个品种还要跌?】金十期货9月10日讯,昨日,沪银大跌3.26%,延续了上周贵金属整体的弱势。1. 中信期货:昨日白银价格调整主要是美国经济数据对市场预期产生影响。我们仍建议继续持有白银多头头寸,并且认为本月美联储议息会议最终降息50BP的概率不低,这也会再度提振美国经济‘软着陆’交易,并提振白银价格。2. 中泰期货:由于白银的工业用量占比超过50%,近年来光伏需求强劲,工业需求增速仍在上升,所以相较黄金的避险属性优势,白银当前受到衰退预期和需求忧虑的影响更大。目前美国通胀和2%的目标仍有距离,且8月公布的薪资增速并未放缓,预计9月大概率降息25BP,未来市场更加倾向于美联储降息程度及路径博弈,白银价格修复仍需等待降息落地。3. 徽商期货:近期白银价格大幅下挫主要是受宏观经济数据和美联储降息预期调整的影响。短期宏观经济未现明显企稳迹象,经济基本面偏利空,但美联储降息预期对贵金属价格亦有支撑,在经济和政策综合影响下,白银或保持宽幅震荡。
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