分析师：加密货币反弹部分源于有利的宏观环境和机构涌入 金十数据5月22日讯，XS.com市场分析师Linh Tran表示，加密货币最近的反弹部分源于有利的宏观环境 和机构涌入。美元走软也增强了比特币作为另一种价值储存手段的吸引力。在政策方面，Tran指出了一 些积极的进展，比如美国得州批准了一项建立国家控制的比特币储备的法案，这表明越来越多的立法机 构接受比特币作为一种长期储备资产。 ...

金十数据5月22日讯，澳洲联邦银行（CBA）全球经济与市场研究部分析师Vivek Dhar在一份研究报告 中表示，由于避险需求和美元走软，金价料将在第四季度逐步升至每盎司3750美元。不能排除对伊朗进 行军事打击的威胁，如果美伊谈判继续陷入僵局，就会增加风险。避险需求可能令黄金比以往更受青 睐，在美国提高关税后，黄金的表现优于美元和美国国债。CBA还预计美元将在2025年下半年和2026 年逐步下跌。 澳洲联邦银行：金价将在第四季度触及3750美元 ...

泰国央行行长：泰铢升值主要受美元走软影响。 ...

瑞银：预计美元将再次走软 黄金仍受到支撑 智通财经5月6日电，瑞银财富管理投资总监办公室(CIO)发表机构观点称，美元近期出现超卖，并预计 短期内会有一段时间的盘整。从中期来看，美元疲软的趋势可能再现，同时金价应会受到"避险"需求和 结构性买盘的良好支撑。 ...

Group 1 - The core viewpoint of the articles highlights a significant increase in gold prices driven by a decline in the US dollar and heightened demand for safe-haven assets, with June 2025 gold futures rising by $96.1 to $3343.5 per ounce, marking a 2.96% increase [1] - Analysts note that the US dollar index fell by 0.2% to 99.828, contributing to the upward movement in gold prices, which are expected to remain above $3000 in the short term [1] - The market is anticipating the results of the Federal Reserve's monetary policy meeting, with expectations that interest rates will remain unchanged, potentially marking the last clear outcome of the year [1] Group 2 - Goldman Sachs reported that gold is expected to outperform silver due to strong central bank demand for gold, which is a structural factor in the rising gold-silver ratio [2] - On the same day, silver futures for July delivery increased by $0.495 to $32.675 per ounce, reflecting a 1.54% rise, although this was lower than the increase in gold prices [2]

Core Viewpoint - Morgan Stanley's Michael Wilson believes that a weaker dollar will support U.S. corporate earnings, helping the U.S. stock market outperform other global markets [1] - Wilson uniquely asserts that the U.S. remains a relatively better investment choice [1] Summary by Relevant Categories Corporate Earnings - Wilson points out that the volatility in corporate earnings growth is relatively low, which supports the positive outlook for U.S. companies [1] - U.S. companies are perceived to have higher quality, further reinforcing this perspective [1] Market Outlook - Wilson forecasts that the S&P 500 index will fluctuate within the range of 5,000 to 5,500 points [1]

IMF首席经济学家Gourinchas：美元的走软具有相当广泛的基础。 ...

Core Viewpoint - The international gold market is experiencing a strong upward trend, driven by escalating trade tensions and a weakening US dollar, which enhances gold's appeal to international investors [3][4]. Market Performance - As of April 21, gold prices reached $3,383.35 per ounce, up 1.67% from the opening price of $3,334.11 per ounce, with a daily high of $3,385.22 and a low of $3,328.24 [1]. - The market sentiment remains focused on gold as a safe-haven asset amid concerns over US debt and the credibility of the dollar [3]. Fundamental Analysis - The ongoing trade tensions, exacerbated by US President Trump's tariff policies, have heightened fears of global supply chain disruptions, contributing to a forecasted 0.2% contraction in global goods trade by the World Trade Organization [3]. - Federal Reserve Chairman Jerome Powell's cautious stance on interest rate cuts, alongside persistent inflationary pressures and uneven economic growth, further supports gold prices [3]. Technical Analysis - The current gold price movement is primarily driven by risk aversion stemming from tariff conflicts, with expectations of a potential price drop if tensions ease [3]. - Recent price action shows a bullish trend, with the potential to reach the $3,402 resistance level, while the support level is noted at $3,357 [4]. Strategy Recommendations - The initial strategy for the week suggests focusing on buying during price pullbacks, with a target of $3,400 and a stop-loss set at $3,356 [6]. - If no pullback occurs, a direct buy strategy is recommended, maintaining the same target [6].