香港金管局总裁余伟文：港元需求持续上升。 香港金管局预计，未来几个月港元/美元将出现套利交易。 未来几个月将对不确定性保持警惕。 港元走强主要受股票相关的需求推动。 ...

智通财经5月6日电，香港金管局总裁余伟文表示，预计未来几个月港元/美元将出现套利交易，将对不 确定性保持警惕。 ...

以下文章来源于财联社 ，作者牛占林 财联社 . 财联社是上海报业集团主管主办，定位资本市场报道财经通讯社，以"准确、快速、权威、专业"为准则，提供7x24小时金融信息服务。 来源|财联社 4月15日在美国政府发动全面贸易战之后，全球金融市场风雨飘摇，但未曾想到的是，俄罗斯卢布成为了今年全球表现最佳的货币，涨幅甚至远远超 过了黄金这一传统避险资产。 数据显示，今年迄今，俄罗斯卢布兑美元在场外交易中上涨了38%。美元因美国总统特朗普不断升级的关税战而面临巨大压力，卢布却因许多俄罗斯 独有的因素而受到支撑，其中包括创纪录的高利率。 当然，美国对俄罗斯政策的缓和迹象重新激发了卢布在套利交易中的吸引力。Istar资本研究与投资组合管理主管Iskander Lutsko表示，尽管制裁风 险仍然存在，外国投资者仍在转向那些与俄罗斯保持良好关系的国家，以获取高收益的卢布资产。 Lutsko补充说，除此之外，俄罗斯企业渴望利用成本低得多的人民币贷款，为成本高昂的本币债务进行再融资，这推动了更多的外币兑换成卢布。 与此同时，美元指数跌至六个月低点，因为特朗普在关税政策上的最新反复无常，加剧了投资者对美国资产的不安情绪，并削弱了美 ...

Core Viewpoint - The international gold prices have recently experienced significant fluctuations, with spot prices dropping below $2900 per ounce, influenced by various geopolitical and market factors [1][2]. Group 1: Price Movements - As of February 27, the London gold spot price fell by 0.81% to $2892.31 per ounce, while COMEX gold futures dropped by 0.81% to $2906.8 per ounce [1]. - On February 25, the London gold spot closed down 1.29% at $2914.52, and COMEX gold fell 1.36% to $2928.6 per ounce [1]. - The overall trend for the first two months of 2025 shows a notable increase in international gold prices, with COMEX futures rising by 10% from $2641 per ounce and spot prices increasing by 10.23% from $2623.82 per ounce [2]. Group 2: Influencing Factors - The decline in gold prices is attributed to the narrowing price gap between spot and futures gold, alongside diminishing demand for physical gold, leading to a slowdown in inventory replenishment in the New York precious metals market [2]. - Geopolitical developments, particularly the anticipated visit of Ukrainian President Zelensky to Washington and the signing of agreements related to rare earth minerals, have contributed to market expectations that the Russia-Ukraine conflict may be nearing resolution, further pressuring gold prices [2]. - Five key factors driving the overall increase in gold prices include: 1. Uncertainty surrounding Trump's tariff policies, which has heightened market risk aversion 2. Increased price differentials between spot and futures gold prompting arbitrage trading 3. Continuous accumulation of gold reserves by global central banks 4. Sustained validation of inflation resilience in the U.S. economy, enhancing gold's anti-inflation appeal 5. Rising safe-haven demand due to global geopolitical risks [2].