金吾财讯 | 高盛发研报指，央行结构性需求的增加将在年底前使金价上涨9%。该行将2025年年底的金价预期从每盎司2890美元上调至3100美元，理由是央行需求持续增长。该行表示，包括关税担忧在内的政策不确定性仍然很高，高盛认为，由于投机性仓位的长期存在，黄金有可能在年底前飙升至每盎司3300美元。如果央行平均每月购买70吨，假定仓位正常化，到2025年底，金价可能会攀升至每盎司3200美元。如果美联储保持利率稳定，该行预计同期黄金价格将达到每盎司3060美元。该行重申“买入黄金”的交易建议，称虽然不确定性的下降可能会导致价格的战术性回调，但黄金多头头寸仍然是一个强有力的对冲工具。
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