高盛下调大宗商品回报预期 看跌黄金
北京时间7月23日午间消息 据报道，在油价上涨之后，高盛集团将12个月大宗商品回报率预估下调至几乎打平，并维持对基础原材料的中性推荐评级；同时预测黄金下跌，基本金属将上涨。
高盛发布日期为昨天的报告称，标准普尔GSCI加强型大宗商品指数在上述期间的回报率将为0.1%。其6月12日报告预测未来12个月的回报率为2.3%。
Jeffrey Currie牵头的分析师在报告中指出，持有大宗商品的所谓战略性理由依然强劲，部分原因是基础原材料是对冲地缘政治风险的工具。随着西得克萨斯州中质原油触及16个月最高点，上述大宗商品指数上周已经攀升至2月份来最高点。
高盛分析师称，“我们目前的展望极其温和，未来12个月的回报大体接近打平。”该行指出，这期间贵金属和农产品可能下跌8%，基本金属料上涨6%。
本文来源： 大田环球贵金属
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