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“恐怖数据”大超预期 伦敦金高位获利了结
Jin Tou Wang· 2025-09-17 03:15
摘要周三(9月17日)亚洲时段,伦敦金走势探高回落,现货黄金重回3680美元一线,昨日金价短暂站 上3700美元关口后跳水,由于美国8月零售销售月率超预期等数据好于预期,以及3700美元关口的获利 了结和做空,而有所回撤收线,伦敦金价格周二最终收涨0.30%,收报3689.83美元/盎司。 周三(9月17日)亚洲时段,伦敦金走势探高回落,现货黄金重回3680美元一线,昨日金价短暂站上 3700美元关口后跳水,由于美国8月零售销售月率超预期等数据好于预期,以及3700美元关口的获利了 结和做空,而有所回撤收线,伦敦金价格周二最终收涨0.30%,收报3689.83美元/盎司。 【要闻速递】 目前,交易员几乎完全定价美联储将在9月17日的会议上降息25个基点,并且在美国总统特朗普在社交 媒体上公开施压美联储主席鲍威尔,要求"更大幅度"降息,进一步强化了市场的鸽派预期。也令有小部 分投资者押注降息50个基点。 一旦降息落地,金价会受到卖事实而产生短暂的走低行情,但由于实际利率下行将降低持有黄金的机会 成本,从而刺激资金持续流入黄金市场。故此,一时的下跌,也是做多的机会; 之后的美国总统特朗普在英国接受福克斯新闻的采访 ...
更多央行直采本地黄金,COMEX黄金重返3400美元,黄金ETF(518880)成交额破8亿
Sou Hu Cai Jing· 2025-07-22 02:39
Group 1 - The core viewpoint is that the price of gold has surpassed $3,400 per ounce, indicating a restructuring of the global monetary system and a shift in the role of gold from a safe-haven asset to a successor of the monetary system [1] - The World Gold Council reports that 19 out of 36 surveyed central banks are purchasing gold directly from local miners using their own currencies, reflecting a growing appetite for gold among central banks [1] - National Securities suggests that the investment strategy should shift towards long-term holdings and diversified hedging, focusing on physical gold, ETFs, and gold stocks, while monitoring central bank policies and geopolitical events [1] Group 2 - Ping An Securities indicates that the precious metals market will continue to differentiate in the second half of the year, with gold prices expected to rise due to weakened dollar credit and increased safe-haven demand [2] - Industrial metals like copper and aluminum are expected to benefit from a loose monetary environment and tight supply-demand dynamics, leading to accelerated price elasticity [2] - The overall outlook for precious and industrial metals is optimistic, while energy metals require attention to fundamental drivers [2]
黄金价格波动下的理财策略:普通人如何抓住避险资产机会?
Sou Hu Cai Jing· 2025-07-10 02:56
Core Viewpoint - The gold market in 2025 is experiencing significant volatility, with prices fluctuating between $3,000 and $3,500 per ounce, influenced by various global economic and geopolitical factors [1][2]. Group 1: Market Dynamics - Central banks globally have increased gold purchases, with 2024 seeing over 1,000 tons acquired, and China has consistently added to its gold reserves for eight consecutive months [3]. - The weakening of the dollar's credit system is prompting countries to use gold as a safeguard for foreign exchange reserves, leading to a revaluation of gold's monetary attributes [3]. - Geopolitical tensions, such as the Russia-Ukraine conflict and Middle Eastern issues, have injected urgency into the gold market, acting as a catalyst for price increases [4][5]. Group 2: Economic Influences - The relationship between gold and the U.S. dollar is characterized as a seesaw; signals of interest rate cuts from the Federal Reserve typically weaken the dollar and boost gold prices, while rising rate expectations suppress gold [7]. - Recent U.S. non-farm payroll data exceeding expectations has led to a spike in U.S. Treasury yields, causing a sharp decline in gold prices [8]. Group 3: Investment Strategies - Ordinary investors can engage with the gold market through various financial instruments, such as gold ETFs, which have seen record inflows in the first half of 2025, indicating growing acceptance [12]. - Gold accumulation plans offered by banks allow for systematic investment in gold, averaging costs over time, which can lead to lower overall purchase prices compared to lump-sum investments [14]. - Structured financial products linked to gold provide a balance of risk and return, offering potential annual yields while ensuring a minimum return [15][16]. Group 4: Portfolio Allocation - A recommended allocation for gold in personal investment portfolios ranges from 5% to 15%, depending on life stages, with younger families advised to focus on ETFs and accumulation plans, while retirees should prioritize physical gold for security [18]. - The "three-line strategy" for dynamic adjustment suggests increasing positions when gold prices drop below $3,000 and locking in profits when prices exceed $3,500, while also adjusting for geopolitical risks [20].