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金价狂飙!现货黄金上破3300美元大关
Sou Hu Cai Jing· 2025-05-21 02:23
5月21日,现货黄金价格强势上破3300美元关键点位,为5月9日以来首次。地缘政治风险升温成为重要催 化剂,据媒体报道,美国情报机构监测到以色列可能对伊朗核设施采取行动,市场避险情绪显著提升,给 金价提供了避险买盘支撑。直接挂钩金价的上海金ETF(518600)开盘走高,资金交投活跃。 作为高效配置黄金资产的工具,上海金ETF(518600)及其场外联接基金(A类008986,C类008987,F类 021738)不涉及实物黄金交割,场内支持T+0灵活交易,是资金参与黄金行情的便捷工具。其中,F份额0 申购费,持有7天0赎回费,销售服务费低至0.01%。wind数据显示,上海金ETF(518600)过去三个月份额 分别增长2880万份、450万份、13140万份,连续获资金净流入。 全球黄金市场交易活跃度呈现爆发式增长,世界黄金协会最新数据显示,4月份全球黄金日均交易量环比 激增48%至4410亿美元。该机构发布的2025年第一季度报告显示,黄金的结构性需求保持不变,央行需求 仍是支撑金价的关键因素。 中信期货贵金属资深研究员朱善颖认为,对黄金而言,调整只是短期走势,中长线的多头趋势依然存在。 从短期来看,最 ...
宝城期货贵金属有色早报-20250521
Bao Cheng Qi Huo· 2025-05-21 01:06
投资咨询业务资格:证监许可【2011】1778 号 宝城期货贵金属有色早报(2025 年 5 月 21 日) ◼ 品种观点参考 时间周期说明:短期为一周以内、中期为两周至一月 | 品种 | | 短期 | 中期 | 日内 | 观点参考 | 核心逻辑概要 | | --- | --- | --- | --- | --- | --- | --- | | 黄金 | 2508 | 震荡 | 震荡 | 震荡 偏弱 | 观望 | 中美关系趋于缓和,利空金价;美 国衰退预期上升,利好金价 | | 镍 | 2506 | 下跌 | 震荡 | 震荡 偏弱 | 观望 | 上游强势,下游弱势,镍趋于震荡 | 说明: 参考观点:观望 核心逻辑:昨天日内金价震荡运行,夜盘金价拉升明显,沪金增仓上行明显,突破 760 关口,站上 770 关口,纽约金触及 3300 美元一线。财联社 5 月 21 日讯,据媒体报道,有多名美国官员透露称, 美国获取的最新情报显示,以色列可能正在准备对伊朗核设施发动打击。短期我们认为局部地缘政治 加剧叠加美国经济走弱,给予了金价反弹的动力。技术上,短期沪金突破 760 关口,纽约金突破 3250 关口,上行动力较 ...
黄金,突破大涨!多头要单边吗?
Sou Hu Cai Jing· 2025-05-21 01:02
Group 1 - The core viewpoint emphasizes the importance of stop-loss strategies in trading, highlighting that holding onto losing positions is always wrong, regardless of the situation [1] - Gold has experienced unprecedented volatility this year, with significant price fluctuations becoming commonplace, driven by various macroeconomic factors [1] - The current market environment suggests that gold prices will likely oscillate between 2950-3500 or 3100-3400 in the near future, with opportunities for both long and short positions [1] Group 2 - Gold broke through the 3250 level after three days of consolidation, with a notable increase during the US trading session, reaching a high of 3295 [3] - The trading strategy involved positioning for a bullish trend, with a focus on maintaining long positions above the 3200 level, and planning to exit at a profit of around 200 dollars [6] - The short-term outlook for gold remains bullish as long as it stays above the 3250-55 range, with potential resistance levels identified at 3315, 3325-30, and 3350-60 [8] Group 3 - Silver is expected to follow gold's movements, with a bearish outlook on US stocks due to recent downgrades affecting market sentiment [9] - The outlook for crude oil remains bullish, with a focus on maintaining positions until a breakout above 65 occurs, which would open further upside potential [11]
美国亚特兰大联储主席Bostic:预计未来不会出现经济衰退。企业和家庭将继续观望。
news flash· 2025-05-20 23:32
企业和家庭将继续观望。 美国亚特兰大联储主席Bostic:预计未来不会出现经济衰退。 ...
5月21日电,亚特兰大联邦储备银行总裁博斯蒂克表示,美国预计不会出现经济衰退,但不确定家庭和企业何时会放心进行长期支出决定。
news flash· 2025-05-20 23:30
智通财经5月21日电,亚特兰大联邦储备银行总裁博斯蒂克表示,美国预计不会出现经济衰退,但不确 定家庭和企业何时会放心进行长期支出决定。 ...
美联储博斯蒂克:预计不会出现经济衰退,但不清楚家庭和企业何时才能安心做出长期支出决策。
news flash· 2025-05-20 23:28
美联储博斯蒂克:预计不会出现经济衰退,但不清楚家庭和企业何时才能安心做出长期支出决策。 ...
特朗普关税大棒下:美国信用评级遭下调 盟友日韩GDP双降,经济信心受打击
Sou Hu Cai Jing· 2025-05-20 16:02
特朗普政府自今年1月以来,向全球挥舞"关税大棒"。在亚洲地区,日本和韩国是受到"特朗普衰退"影响最严重的两个国家,这表明特朗普政府发起的关税 战对美国的传统盟友造成了严重伤害。 ▲特朗普 当地时间5月19日,日本媒体刊登评论文章指出,特朗普"1.0时期"就高举关税大棒,让全球贸易遭受严重冲击,这一趋势在特朗普"2.0时期"变本加厉。从 2025年第一季度的经济数据看,日本GDP同比萎缩了0.7%,韩国GDP也环比下降0.2%。严格来说,这段时间世界各国还未遭遇特朗普政府关税政策的最严 重冲击,因为今年4月2日白宫宣布加征关税方案时第一季度已经结束。但从另一个角度讲,当时仅是从白宫传出的混乱的政策信号,在3月份已经让亚洲一 些地区的经济信心受到打击。 对于日本来说,25%的汽车出口税和24%的对等关税对其优势产业造成了显著冲击,日本经济在二季度后将面临巨大下行压力,这也会影响投资者对日本经 济前景的信心。据环球网报道,瑞银经济学家发表报告称:"关税和不确定性冲击可能导致日本出口暴跌,消费者信心将进一步下降,日本GDP增长自第二 季度起可能出现彻底的疲软。" 目前,日本自民党距离参议院选举还有约两个月时间,随着首 ...
5月20日电,摩根大通CEO戴蒙表示,美国经济衰退的可能性为50%。
news flash· 2025-05-20 14:41
智通财经5月20日电,摩根大通CEO戴蒙表示,美国经济衰退的可能性为50%。 ...
摩根大通CEO戴蒙:经济衰退的可能性为50%。
news flash· 2025-05-20 14:40
摩根大通CEO戴蒙:经济衰退的可能性为50%。 ...
净买入54亿!昨天,创纪录的美股散户拯救了市场
Hua Er Jie Jian Wen· 2025-05-20 13:39
Core Viewpoint - Despite Moody's downgrade of the US credit rating triggering market sell-offs, US stocks and bonds rebounded strongly, primarily driven by record buying from retail investors [1][3]. Group 1: Retail Investor Activity - Retail investors net bought $4.1 billion by 12:30 PM ET, marking the largest net buying in history for that time period, exceeding 11 standard deviations [3]. - Retail trading volume accounted for approximately 36% of total trading volume, also a historical high, with total net buying reaching an astonishing $5.4 billion by market close [3]. Group 2: Market Reactions and Historical Context - Analysts noted that Moody's downgrade was seen as "academic," with the interest rate market already factoring in the unsustainable nature of the US fiscal deficit [3]. - Historical data suggests that after previous downgrades of US government debt, the stock market underperformed compared to bonds in the following months [6]. - In 2011, during the debt ceiling negotiations, the stock market began to decline and underperformed against bonds after the S&P downgrade [6]. Group 3: Economic Implications and Market Sentiment - There is a paradox where significant spending cuts, even if wasteful, could lead to an economic recession, as highlighted by JPMorgan's analysis [9]. - The market's resilience is likened to an acquired immunity, suggesting that past extreme conditions have altered investor perceptions of risk [9]. - JPMorgan's trading desk maintained a bullish outlook, indicating that any weakness in economic indicators should be viewed as a buying opportunity [10].