【关税威胁引发避险需求升温，金价延续创纪录涨势】金十期货特约光大期货点评：2月10日，COMEX黄金大幅上涨，创历史新高，报收2936.8美元/盎司，涨幅1.70%。国内SHFE金夜盘高开震荡，报收682.74元/克，涨幅1.35%。特朗普上周日宣布，将对所有进口钢铁和铝产品征收25%的关税，加拿大是美国钢铁和铝产品的主要出口国之一，其他主要出口国还包括巴西、墨西哥、韩国和越南。贸易紧张局势升温，美元全天处于上涨状态。不过，近期黄金与美元的负相关关系有所转变，由新一轮关税威胁引发的贸易战和通胀担忧，推动了黄金避险需求及抗通胀属性上升，价格进一步上涨。此外，中东地区局势再度升温，以色列和哈马斯相互指责对方违反为期6周的停火协议条款，地缘局势再度紧张化，也从避险角度支撑金价上行。值得注意的是，周三将公布美国1月CPI通胀数据。市场预计，1月整体和核心CPI均环比涨0.3%，年度增幅分别为2.9%和3.1%。若数据高于预期，可能推升美债收益率，给黄金带来一定压力，需警惕数据发布前的追高风险。
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