节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
自伊朗战争爆发以来，金价已累计下跌13%，但高盛仍维持看多立场，预计年底前将重回升势，目标价5400美元/盎司。高盛分析师Lina Thomas和Daan Struyven在最新报告中指出，黄金中期前景依然稳固，央行持续买入及美联储今年有望再降息两次，将成为金价反弹的核心驱动力。
该行同时提示，金价短期内面临“战术性下行风险”，若能源供给冲击持续恶化，或跌至3800美元/盎司。不过该行认为本轮调整已“矫枉过正”——市场过度聚焦通胀压力，忽视经济增长拖累，历史经验显示增长层面担忧最终主导市场走向，当前金价已充分反映乃至透支负面因素。
战争爆发约一个月内，金价累计下跌13%，抛售源于两因素：一是股市下挫迫使投资者出于流动性需求被动变现黄金头寸；二是市场计入更紧缩的货币政策预期。分析师强调，此次重定价幅度“明显...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
