美联储加息降息预期
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涨跌互现!2026年2月20日国内品牌金价走势分化
Sou Hu Cai Jing· 2026-02-20 06:04
今日国内金价走势出现分化,各品牌报价涨跌不一。市场整体价格区间在1494-1557元/克之间,老庙黄金以1557元/克领 跑,周六福报1494元/克垫底,而今日金店高低价差已扩大至63元/克。 以下是各大品牌金店详细报价: 昨日现货黄金盘中重回5000美元大关,但受美联储官员的鹰派发言影响,金价还是出现回落,最终收报4996.14美元/盎司, 涨幅0.42%。今日现货黄金保持震荡,截至发稿,金价暂报5004.45美元/盎司,涨幅0.17%。 据昨日公布的美联储会议纪要显示,一些官员认为,若通胀如期下降,更有可能降息。但也有部分官员明确提出"若通胀持 续高于2%目标,不排除重新讨论加息的可能"。削弱了市场对美联储短期内的降息预期,压制黄金下行。 而在地缘政治局势上,俄美乌三方均称周三的日内瓦会谈"取得进展",新一轮会谈也将在近期举行。稍稍缓解了市场避险 情绪,对金价有压制作用。 不过在美伊局势上,美国总统特朗普周四警告称,必须在10至15天内就其核计划达成协议,否则伊朗将面临"非常糟糕的后 果"。另据美媒消息,美军方已就对伊袭击时间表进行讨论。市场避险情绪又有升温,加剧了金价的波动性。 | | | 今日金店黄金 ...
20260103周报:贵金属价格冲高回落,碳酸锂去库放缓价格高位震荡-20260103
Huafu Securities· 2026-01-03 15:09
Investment Rating - The industry maintains a "stronger than the market" rating [6] Core Views - Precious metals prices have retreated due to increased margin requirements and a stronger US dollar, which has suppressed speculative demand [2][14] - Industrial metals, particularly copper, are expected to see price increases supported by government subsidies for old-for-new exchanges, despite current high prices [3][15] - Lithium carbonate prices are expected to remain volatile at high levels due to slowed inventory depletion and moderate demand recovery [4][21] - Rare earth prices are generally strong, while tungsten prices have decreased by 1.1% [4][23] Summary by Sections Precious Metals - Gold prices are limited by a stronger dollar and rising US Treasury yields, with margin requirements for futures contracts being raised to cool speculative activity [2][14] - Key stocks to watch include Zijin Mining, Zhongjin Lingnan, and others in both A-shares and H-shares [2][14] Industrial Metals - The continuation of old-for-new subsidies is expected to stimulate demand for copper and aluminum, with copper prices anticipated to rise despite current high levels [3][15] - Key stocks include Jiangxi Copper, Luoyang Molybdenum, and others [3][15] New Energy Metals - Lithium carbonate prices are expected to remain high due to supply uncertainties and moderate demand recovery, with strategic investment opportunities in lithium stocks [4][21] - Key stocks include Ganfeng Lithium, Tianhua, and others [4][22] Other Minor Metals - Rare earth prices are generally strong, with specific increases in praseodymium and neodymium prices, while tungsten has seen a slight decline [4][23] - Key stocks to monitor include Hunan Gold, China Rare Earth, and others [4][26] Weekly Market Review - The non-ferrous index increased by 0.4%, outperforming the Shanghai and Shenzhen 300 index, with lithium battery materials showing the largest gains [27][28] - Top gainers include Jiangxi Copper and Yinbang [37]