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COMEX白银上演三段式上涨 多头目标90美元
Jin Tou Wang· 2026-02-25 03:59
今日周二(2月24日)亚盘时段,截止周五(2月13日)COMEX白银2603主力合约收报84.57美元/盎司,周涨 幅+8.47%。主要受益于地缘与贸易关税避险升温,以及2月12日晚间公布的美CPI数据支持美联储降息 的预期影响。 打开APP,查看更多高清行情>> 同时警惕短期风险:若地缘与关税担忧缓和,可能引发价格回吐,并伴生投资需求流出。上周全球最大 白银ETF(SLV)持仓周减524.1吨,至15517.6吨。 【最新白银期货行情解析】 3月白银期货多头的上行目标为收盘突破90.00美元的关键技术阻力位;空头的下行目标则是推动价格跌 破2月低点71.815美元的重要支撑位。第一阻力位看向88.00美元,进一步阻力位为90.00美元;下方第一 支撑位为隔夜低点84.56美元,后续支撑位见83.00美元。 【要闻速递】 春节期间,贵金属走出"数据打底、地缘抬升、政策引爆"的三段式上涨。当前市场处于美联储政策边际 宽松、全球贸易体系碎片化与地缘不确定性叠加的交汇点,黄金作为非信用货币的配置与避险价值愈发 突出。 短期需关注15%临时关税若落地,贸易伙伴(如欧盟、中国)是否采取对等反制,若成真,避险需求将再 升 ...
南华期货:地缘与贸易关税避险升温 贵金属春节期间收涨
Jin Tou Wang· 2026-02-24 08:00
Macro News - The main gold futures in Shanghai reported at 1150.50 CNY per gram, with an increase of 3.52%, opening at 1160.00 CNY per gram, reaching a high of 1162.2 CNY per gram and a low of 1142.00 CNY per gram [1] - COMEX gold futures closed at 5130 USD per ounce with a weekly increase of 1.66%, while COMEX silver futures closed at 84.57 USD per ounce with a weekly increase of 8.47% [1] - The rise in precious metals is attributed to increased geopolitical and trade tariff risks, along with the CPI data released on February 12 supporting expectations for a Federal Reserve rate cut [1] Institutional Views - The precious metals market experienced a three-phase increase driven by data, rising geopolitical risks, and policy uncertainties during the Spring Festival [1] - The current market is at a convergence of marginal easing in Federal Reserve monetary policy and fragmentation in the global trade system, highlighting gold's value as a non-credit currency and safe-haven asset [1] - Attention is needed on the potential implementation of a 15% temporary tariff and possible retaliatory measures from trade partners, which could further elevate safe-haven demand [1] - The upcoming FOMC meeting on March 19 will be crucial for validating the path for rate cuts, with key data points to watch including the U.S. non-farm payroll report in early March and CPI data in mid-March [1] - The strategy remains bullish on precious metals, with a focus on opportunities for silver in terms of gold-silver ratio recovery [1]