货币政策转向鸽派
Search documents
黄金“超买”与“强势”矛盾体 抛物线式上涨中何处寻支撑?
Jin Tou Wang· 2026-01-29 06:02
摘要今日周四(1月29日)亚欧交易时段,现货黄金价格突然暴涨,一度逼近5600美元/盎司大关,延续美 元走弱及投资者逃离主权债券和货币的反弹趋势。美媒称,美国总统特朗普正考虑对伊朗发动新的重大 打击,刺激避险买盘涌入。金价早盘飙升至5598.18美元/盎司,刷新历史纪录,日内涨幅达181美元。 今日周四(1月29日)亚欧交易时段,现货黄金价格突然暴涨,一度逼近5600美元/盎司大关,延续美元走 弱及投资者逃离主权债券和货币的反弹趋势。美媒称,美国总统特朗普正考虑对伊朗发动新的重大打 击,刺激避险买盘涌入。金价早盘飙升至5598.18美元/盎司,刷新历史纪录,日内涨幅达181美元。 【基本面解析】 周三,黄金市场迎来惊人涨势,金价单日暴涨4.6%,创下自2020年3月新冠疫情最严峻时期以来的最大 涨幅。今年迄今,贵金属价格持续强劲上扬,主要驱动力源于不断升级的地缘政治紧张局势以及对美联 储政策独立性可能受损的担忧,这些因素共同推动了投资者寻求货币贬值对冲资产。白银价格也在周四 刷新历史高点。 贵金属的涨势,目前似乎已经进入自我强化的阶段。 金价仍处于超买状态,容易出现回撤,但逢低买盘依然强劲。 据报道,由于美国 ...
美国经济数据表现强势 黄金期货仍维持涨势
Jin Tou Wang· 2025-08-27 04:08
Group 1 - Gold futures maintained their upward trend, with the latest Shanghai gold futures at 781.98 yuan/gram, reflecting a 0.22% increase, driven by concerns over political risks and expectations for interest rate cuts following Trump's attempt to dismiss Fed Governor Cook [1][2] - The announcement of strong U.S. economic data put short-term pressure on gold prices, with July durable goods orders at -2.8%, better than the expected -4% and previous -9.4%, while the Richmond Fed manufacturing index for August was -7, above the expected -11 and previous -20 [2] - Trump's dismissal of Fed Governor Cook, citing alleged criminal activity in financial transactions, marks the first instance of a president firing a Fed governor, which significantly impacts the Fed's independence and could lead to a more dovish monetary policy if a new dovish governor is appointed [2] Group 2 - In the context of anticipated further easing of monetary policy by the Fed, silver prices are expected to rise more significantly than gold, leading to a downward correction in the gold-silver ratio [3] - The reference trading range for the Shanghai gold main contract is set between 770-794 yuan/gram, with resistance levels at 785-790 and support levels at 770-780 [3]