Workflow
Precious Metals
icon
Search documents
欧洲天然资源基金:铂金估值处于历史最低水平 提防加息周期重启时间表
Zhi Tong Cai Jing· 2025-12-24 06:40
欧洲天然资源基金特约分析师李冈峰表示,至12月初为止,各金属的基金多头上涨,当中钯金合约经历了164周(自2022年10月23日起)基金净空后,终于 恢复净多头。银价急起直追,至上周五为止今年已经升达132%,金银比更从90.84跌至64.6。但基金于美国期货白银净多年初至今仅升66%,说明实物需 求推高所致。某知名金属交易商调查结果显示,51%受访者认为白银会继续在2026年跑赢市场,29%认为黄金会再度领先,11%认为2026年最看好铜,剩 余10%看好铂金。铂金今年升幅亦达120%,但历史上,一安士铂金平均能换60多安士白银,而最近1安士铂金才能换29安士白银处于历史最低水平,反映 相对白银,铂金现在的估值是历史中最便宜的。 另外值得留意,市场已经有人开始赌2027年美联储会开始加息了(虽然现时几率还很少)。李冈峰之前指出,这次商品大牛市,可能会被美国的加息周期干 掉,所以非常重要。 | | | COMEX黄金 | COMEX白银 | | Nymex铂金 | | Nymex把金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | ( ...
贵金属都在狂涨,黄金破4500,铂金2300,白银72,齐创历史新高
Hua Er Jie Jian Wen· 2025-12-24 03:03
本文来自微信公众号:华尔街见闻,作者:龙玥,原文标题:《贵金属都在狂涨!黄金破4500,铂金2300,白银72,齐创历史新高》 贵金属还在加速狂飙。 在地缘政治风险影响、全球供应持续短缺以及强劲投资需求的共同推动下,黄金、白银和铂金价格再一次冲上历史新高。 现货黄金价格有史以来首次突破每盎司4500美元,今年以来已累计上涨超过三分之二,有望创下自1979年以来的最佳年度表现。 现货白银同样涨势如虹,突破70美元关口后,涨势仍在强势延续。 铂金价格也飙升至每盎司2300美元上方的历史最高点。这一金属价格已连续10个交易日上涨,创下2017年以来最长连涨纪录,今年以来的累计 涨幅更是超过150%,有望创下彭博自1987年有数据记录以来的最佳年度表现。 而这轮波澜壮阔的涨势正迅速传导至全球市场。国内商品期货市场开盘后,铂期货主力合约触及涨停,沪银、钯金期货涨幅均超过6%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | 日増仓 | | --- | --- | --- | --- | --- | | 辑2606 | 657.65 | 43.00 | 7.00% | +591 | | 沪银2602 | 17357 | ...
大涨控制不住,现货黄金首次涨破4500美元关口
Sou Hu Cai Jing· 2025-12-24 02:45
国内黄金饰品价格对比显示,多家黄金珠宝品牌公布的境内足金首饰价格较昨日均有上调,老凤祥报价1406元/克,老庙黄金报价1402元/克,周生生报价 1411元/克,周大福报价1410元/克,六福珠宝报价1401元/克。 金价大幅上涨,在信用货币体系重构下,各国央行扫货黄金,ETF资金跑步进场,以及地缘政治风险扰动、美联储开启降息周期等成主要推手。 目前,黄金正迈向1979年以来最佳年度表现。目前,国际主流机构对2026年黄金价格的预测普遍"站上4000美元"。 另外,黄金类ETF也成为ETF资金流入的主力品种。Wind数据显示,截至12月22日收盘,年内黄金类ETF净流入额超千亿元,占同期ETF总流入额的比例 约十分之一,成为ETF资金流入的主力品种 紫金财经12月24日消息 经过短暂回调后,全球黄金价格再创新高。12月24日,现货黄金首次涨破4500美元/盎司关口,现报4520美元/盎司,年内累计劲升 71%,盘中最高4530.80美元/盎司,再创历史新高。COMEX白银盘中最高升至70.155美元/盎司,年内涨幅高达138%,领跑贵金属市场。 ...
金属-银铃作响(白银行情升温)-Metals Weekly-Silver bells are ringing
2025-12-24 02:32
J P M O R G A N Global Markets Strategy 18 December 2025 Metals Weekly Silver bells are ringing Global Commodities Research Gregory C. Shearer (44-20) 7134-8161 gregory.c.shearer@jpmorgan.com J.P. Morgan Securities plc Jason Hunter (1-212) 270-0034 jason.x.hunter@jpmorgan.com J.P. Morgan Securities LLC Ali A. Ibrahim (44-20) 3493-6438 ali.ibrahim@jpmorgan.com J.P. Morgan Securities plc Ananyashree Gupta (91-22) 6157 3627 ananyashree.gupta@jpmchase.com J.P. Morgan India Private Limited See page 11 for analys ...
What Makes Impala Platinum (IMPUY) a Good Fit for 'Trend Investing'
ZACKS· 2025-12-23 14:56
When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...
SMX Expands Precious Metals Strategy Through New Identity Infrastructure Partnerships
Accessnewswire· 2025-12-23 14:15
NEW YORK, NY / ACCESS Newswire / December 23, 2025 / The digital revolution promised transparency for commodities. Gold proved that the endpoint was more difficult to reach through pure ambition. ...
Gold near session highs after U.S. durable goods posts -2.2% loss in October
KITCO· 2025-12-23 14:02
Core Insights - The article discusses the performance and trends in the cryptocurrency market, highlighting significant fluctuations in prices and trading volumes. Group 1: Market Performance - The cryptocurrency market has experienced notable price changes, with specific assets showing a decrease of 37.25% and an increase of 57.11% in different periods [1][2]. - Trading volumes have also varied, indicating a dynamic market environment that investors should monitor closely [1]. Group 2: Industry Analysis - The article emphasizes the importance of staying informed about market trends and price movements, as they can present both opportunities and challenges for investors [3]. - It suggests that understanding the underlying factors driving these changes is crucial for making informed investment decisions in the cryptocurrency sector [3].
大涨!金饰价冲上1403元,专家称黄金可能突破5200美元
凤凰网财经· 2025-12-23 13:43
21世纪经济报道 . 权威、专业、深度、有趣!用经济思维看世界。 互联网新闻信息服务许可证编号:44120180007 延续本周一的上涨热潮,黄金期货与现货黄金价格双双暴涨并再创历史新高。 其中,COMEX黄金升破4500美元/盎司,年内涨幅超71%;现货黄金升破4485美元/盎司,年内涨幅超70%,两大品种均刷新历史纪录。国内金价 站上千元大关。 | | 国际贵金属 | | | | | --- | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | 年初至今 | | NYMEX铂 | 2211.3d | 121.9 | 5.83% | 142.89% | | NYMEX铝 | 1904.50d | 73.60 | 4.02% | 109.40% | | 现货铂金(美元/盎司) | 2178.90 | 49.20 | 2.31% | 141.03% | | 现货把金(美元/盎司) | 1807.00 | 32.90 | 1.85% | 98.90% | | COMEX自银 | 69.730d | 1.165 | 1.70% | 138.07% | | COMEX黄金 ...
2026年黄金还能持续“疯狂”么?机构:有望触及5055美元
天天基金网· 2025-12-23 10:53
Core Viewpoint - The article highlights a significant surge in gold prices, with both futures and spot prices reaching historical highs, and major financial institutions expressing optimism about gold price trends through 2026 [1][10]. Group 1: Current Gold Price Trends - On December 23, gold futures surpassed $4500 per ounce, while spot gold approached this threshold during trading [10]. - Domestic gold jewelry prices also increased, with brands like Chow Tai Fook and Lao Miao adjusting their prices to around 1403 CNY per gram [10]. Group 2: Institutional Predictions for Gold Prices in 2026 - UBS predicts gold prices could reach $4500 per ounce by June 2026, with potential to challenge $4900 per ounce [11]. - Goldman Sachs maintains a bullish outlook, forecasting gold prices to hit $4900 per ounce by December 2026 [12]. - ANZ anticipates that gold prices may exceed $5000 per ounce due to deteriorating global growth prospects and renewed trade tensions [13]. - Bank of America projects gold prices could reach $5000 per ounce, citing sustained driving forces behind recent price increases [14]. - JPMorgan estimates that gold prices could touch $5055 per ounce by the end of 2026, driven by demand from ETFs and central banks [14]. Group 3: Investment Options in Gold - Various investment avenues in gold include: - Physical gold, such as jewelry and bullion, which is suitable for long-term holding but has lower liquidity [15]. - Gold stocks, which may offer higher potential returns but are subject to greater volatility due to company performance and market conditions [15]. - Gold futures, which allow for leveraged trading but carry higher risks due to price fluctuations [15]. - Gold ETFs and related funds, ideal for investors seeking flexibility and efficiency in trading [15]. - Account gold, which offers high liquidity and the option to convert to physical gold after reaching a certain weight [16].
OEXN:金价创新高压制币价 剖析资产轮动趋势
Xin Lang Cai Jing· 2025-12-23 10:31
责任编辑:陈平 12月23日,在全球宏观情绪波动的背景下,加密市场正面临短期的动能转换。OEXN 观察到,尽管比 特币在亚欧交易时段曾强势触及 90000 美元关口,但随着美股时段资金流向的偏移,这一心理价位未能 得到有效支撑。这种现象反映了当前投资者在不同避险及风险资产间的微妙平衡。 市场数据显示,周一黄金价格飙升 2%,刷新纪录至每盎司 4,475 美元,白银亦录得 1.6% 的涨幅。分 析人士指出,由于"货币贬值交易"逻辑的盛行,实物资产目前对流动性的吸引力暂时盖过了数字资产。 与此同时,美股三大股指呈现走强态势,纳斯达克与标普 500 指数均录得 0.6% 左右的涨幅,而美元指 数则下行 0.3%。在主流币种方面,以太坊、Solana 等虽维持红盘,但较盘前高点均有所收窄。OEXN 认为,这种资产间的表现差异,本质上是市场在极高估值环境下进行的防御性调仓。 而在加密板块内部,资金的偏好正在发生结构性转移。相关数据表示,转向 AI 基础设施建设的比特币 矿企成为周一的最大赢家,Hut 8 涨幅高达 17.5%,反映出 AI 与算力融合的叙事依然极具吸引力。 Alphabet 对 AI 基础建设公司 In ...