【内盘金银强势突破，政策与资金共振推升新高】金十期货3月28日讯，周五，贵金属市场延续强势上攻态势，沪金、沪银主力合约双双录得近2%涨幅。其中，沪金主力合约突破720元/克整数关口。1. 本轮贵金属强势行情的核心驱动来自于美国政府关税政策升级引发的市场避险需求。据美国商务部最新数据，虽然2024年第四季度实际GDP年化季率终值增长2.4%，略高于预期的2.3%，且核心PCE物价指数年化季率终值下修至2.6%显示通胀压力缓和，但市场更关注即将到来的政策风险。2. 市场普遍预期，2025年美国政府可能推行的加码关税政策将显著抬升全球贸易成本，叠加美联储官员对通胀回落路径的持续分歧，导致市场避险情绪急剧升温。3. 展望后市，沪金突破720元/克后，技术面打开750元/克上行通道；白银受工业属性及金融属性双击，沪银有望冲击8600元/千克。中期维持“回调即配置机会”思路，警惕数据与政策扰动下的短期波动，灵活控制仓位以捕捉结构性行。
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