节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
周五美盘时段，现货黄金涨幅进一步扩大，周内累计涨近2%，并一度逼近4900美元/盎司关口。此轮金价上行主要受两大因素驱动：一是美元指数走弱，二是伊朗外交部长关于霍尔木兹海峡停火期间保持开放的表态。该表态推动国际油价下行，进而缓解了市场对通胀压力的部分担忧。
伊朗外交部长阿拉格齐明确表示，过往船只将遵循伊朗港口和海事组织已公布的协调路线通行海峡；与此同时，美国总统特朗普称相信结束伊朗相关冲突的协议“很快”达成，但具体时间表仍存不确定性。
Zaner Metals副总裁兼高级金属策略师Peter Grant指出，霍尔木兹海峡重新开放是关键性事件，油价承压将直接缓解通胀担忧，同时重新点燃市场对美联储降息的预期——这两大逻辑均对黄金构成实质性利好。Ļ..金价短期内有望重返每盎司5000美元上方。
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.
