熊傲君:美國陷入混亂時刻,現貨白銀異軍突起壓黃金
關鍵字:美聯儲負利率,現貨白銀大漲
導語:上周金價上演逆轉走勢,一度周初表現低迷的情況下,受眾多利好消息的刺激下,黃金多頭周圍實現爆發,並且在週五美盤時段大幅拉升,補回全部跌幅,接近轉為陽周線。目前市場對於負利率的預測依舊高企,加上公共衛生事件仍未在美國好轉,並且爆發大規模遊行,使得市場避險情緒升溫。
美國經濟恢復緩慢
雖然美國已經早早地進行解封,經濟活動也逐漸恢復,但是目前仍然面臨巨大的困擾,疫情數字依舊比較嚴峻,會繼續導致就業市場繼續難以好轉,同時美聯儲也有可能實施進一步的刺激政策,例如負利率,若負利率成為最後的手段,美聯儲將需要進一步降息。黃金可能在這種情況下測試歷史高位,因負利率將降低持有黃金的機會成本。
除了疫情的影響外,近期美國內部的種族問題,引發了巨大的騷動,各州正在爆發大規模的遊行和抗議,這讓原本已經混亂的經濟狀況雪上加霜。疫情死亡病例在美國已經突破10萬,失業人數達到4100萬,加上國內形勢嚴峻,特朗普的連任之旅恐怕將無法延續,這進一步加劇了市場的不確定性。
白銀創近九年漲幅
在市場避險高企的情況下,以黃金為首的貴金屬再次爆發,有望延續前期的強勢階段。其中黃金成功回到了1730的上方,各國政府和央行實施寬鬆政策以緩解疫情衝擊,繼續給黃金提供支撐,尤其是可能會開展史無前例的美聯儲和英國央行實施負利率政策,不過隨著特朗普的講話,後續漲幅受到壓制。
令市場比較驚喜的是,上周白銀的走勢完全蓋過了黃金,終於開始補漲的模式,由於此前黃金大漲,白銀缺乏資金流動性支撐的情況下,黃金白銀比再次被拉大,但從目前情況來看,似乎白銀未來將有非常大的潛力,具有工業屬性的白銀在過去兩個月中一直處於回落的過程中,隨著疫情所導致的封鎖措施逐漸的解除,工業屬性將恢復。
總結:上周白銀的爆發告訴大家,後市的前景更加樂觀,當然整個貴金屬市場目前還是一片大好,在各種因素的情況下,要想大幅回落的可能性已經越來越小,本周將迎來美國非農以及三大央行決議的公佈,屆時會對市場再次引發騷動,黃金白銀能否再度比翼雙飛,拭目以待。
本文來源: 大田環球貴金屬
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