美国黄金库存暴增 黄金期货因避险需求上涨(附概念股)

智通财经
19 Feb

自2025年1月以来,国际金价持续刷新历史新高,COMEX黄金期货一度突破2960美元/盎司,沪金主力合约也站上689元/克。尽管市场对于短期回调风险的讨论增多,但从结构性视角分析,本轮金价上涨的底层逻辑尚未动摇。在美国国债上限的压力下,重新评估黄金储备的价值似乎是一个诱人的选项,但这将对金融体系产生深远影响,包括增加市场流动性以及延长美联储资产负债表的缩减进程。根据Wrightson ICAP的...

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