【星展银行:大宗商品波动性可能持续,但机会依然存在】金十数据12月30日讯,星展银行首席投资办公室表示,由于特朗普连任带来的关税问题等影响,大宗商品短期内将继续波动。分析师Goh Jun Yong在一份报告中写道,特朗普的促增长政策带来的任何潜在好处都需要时间来发挥作用。在这种背景下,星展银行首席投资官建议投资者有所选择,指出贵金属和一些软大宗商品可能存在机会。该行将12个月黄金目标价维持在2835美元/盎司。Goh表示,由于特朗普执政下的美国财政赤字似乎将会增长,黄金的结构性理由仍然令人信服。农业方面,今年截至11月中旬,可可和咖啡价格分别上涨了123%和44%,在供应面临挑战的情况下,由于全球需求的弹性,这些品种的表现将继续跑赢大盘。
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