熊傲君:中美貿易迎終局篇章?
關鍵字:中美貿易,貿易摩擦
導語:近段時間,中美貿易雙方不斷傳來好消息,市場認為在短期內將達成協議,並簽署第一輪中美貿易協定,這意味著長達近兩年的貿易戰很可能會在短期內結束,這也是近期市場避險降溫的主要原因,但事情是否就此告一段落呢,鑒於美國此前多次反悔,最終情況我們還是要保持警惕。
中美談判順利
據報導,美國和中國官方同意,如果“第一階段”貿易協議能夠完成,作為協議的一部分,將取消對彼此商品加征的關稅。另有消息指,美方正在考慮取消9月開始對1120億美元中國商品加征15%的關稅,認為這有助於兩國達成首階段的貿易協議。
自2018年美國對中國實施提高關稅以來,雙方你來我往,貿易戰已經持續了接近兩年的時間,在今年一度出現進一步惡化,美國處處相逼,中國毫不畏懼,但來到近兩個月,雙方終於決定認真坐下來談談,並且獲得相當不錯結果,接下來唯一變數就是智利不辦APEC峰會 中美貿易協定去哪簽。
金價多頭謝幕
隨著近兩個月的避險情緒不斷降溫,中美貿易即將結束爭鬥,使得金價失去了一大利多支撐,要知道今年之所以金價突飛猛進,除了降息意外,貿易矛盾一度加劇也是主要原因之一,使得當時市場機構和投資者紛紛加注黃金持倉,而近期卻出現了退卻浪潮,黃金多頭自然受到了衝擊。
目前金價死守前低附近1460位置,上周已經跌破了此前的震盪區間,目前形態偏弱,趨勢轉變,短期有望進一步調整,再加上美聯儲有官員質疑降息,美元走勢受到提振,另外黃金實物需求也在縮水,在輝煌了近一年的金價很有可能在年尾收官階段作出一定的調整。
總結:雖然中美貿易有望解決,但不代表國際貿易的問題已經完全瓦解,殊不知特朗普還是否會翻臉,另外歐美貿易問題,日韓貿易戰等還在持續影響,貿易戰除了影響全球經濟動態外,也是美聯儲決議當中的一大討論話題,其可能會加速經濟衰退的禍害也是各大央行實施寬鬆手段的主要原因,因此金價後續仍有機會從中獲得不少的避險刺激。
本文來源: 大田環球貴金屬
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