黄金避险属性
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飚至3124美元!黄金回购火爆,释放什么信号?
Zhong Guo Jing Ying Bao· 2025-03-28 08:35
国际金价又创新高。截至3月28日16:00,COMEX黄金期货价格盘中最高触及3124.4美元/盎司。 金价涨势迅猛,黄金回购市场也十分火爆。《中国经营报》记者注意到,有银行推出"全渠道回购"服 务,不仅支持本行销售的投资金条回购,同时,14家商业银行和2家黄金企业 Au99.99品牌金条也可实 现便捷回购。 星展中国高级投资策略师邓志坚坦言:"黄金回购市场会稳定增长,因为黄金的储存量有限,如果没有 回收金的供应,黄金可能不止现在这个价。" 市场看涨情绪持续发酵。高盛将2025年年底黄金价格预测从原先的每盎司3100美元上调至每盎司3300美 元。在此背景下,银行大量回购黄金,释放了哪些信号? 银行加速布局黄金回购业务 在金价飙升之余,银行在发力黄金回购业务。记者注意到,银行除了回购自有品牌金,也回购"民间 金"。 比如,工商银行发布信息指出,黄金回购业务是指工商银行针对客户的实物黄金"变现"需求,代理第三 方实物黄金产品收购企业收购客户所有的,纳入工商银行回购范围的实物黄金产品的经营行为。 此前,大部分银行提供自有品牌黄金回购业务。比如,招商银行APP显示:"目前我行无离柜回购业 务,仅提供不离柜回购业务, ...
戴康:黄金破3000之际!
戴康的策略世界· 2025-03-15 07:48
Group 1 - The core viewpoint of the article emphasizes the recent surge in gold prices, driven by increased demand for gold as a safe-haven asset amid growing concerns about the U.S. economic outlook and potential disruptive trade policies from the Trump administration [1][3]. - The pricing framework of gold is outlined, highlighting its financial attributes, safe-haven characteristics, and monetary properties, which are significantly influenced by factors such as the 10Y U.S. Treasury real interest rates and the weakening of the U.S. dollar's credit [1]. - Since the beginning of 2024, the company has consistently suggested opportunities for gold allocation, noting that gold prices have reached new highs [1]. Group 2 - The article discusses the long-term outlook for gold, suggesting that ongoing concerns regarding U.S. debt and geopolitical risks will continue to support gold prices, reinforcing the belief in gold as a sovereign credit alternative [3]. - The demand for gold from central banks is mentioned as a supportive factor for gold prices in the medium to long term, alongside the potential erosion of U.S. dollar credit due to debt issues [3].