黄金仍会延续强势反弹 因实物需求强劲
关键字：黄金反弹、实物黄金
此前称黄金“死多头”鲍尔森也已大幅削减53%的黄金SPDR持仓。而另一方面，亚洲实物黄金需求却强劲上升，这可能是推动近期黄金白银价格强势攀升的主要动力。
据彭博社，8月16-17日参加印度国际黄金大会的11名交易员、珠宝商和分析师给出的预期中值显示，金价年底料涨至每盎司1,450美元。
金价在第二季度大跌23%，这是至少自1920年以来的最大季度跌幅。另据世界黄金协会，印度二季度黄金需求跳涨71%，中国跳涨87%。
周一金价涨至每盎司1,380美元上方，而6月28日曾触及近三年低点1,180.50美元。 迪拜Kaloti Jewellery Group的Jeffrey Rhodes说：“金价从技术上突破了1,350美元，这是非常积极的。这表明受强劲需求——特别是印度和中国强劲需求的支撑，年底价格将相当强劲。”
摩根大通上周五已建议做多黄金。摩根大通在研报中指出：
世界黄金协会显示，黄金的需求仍然强劲。中国和印度仍然是实物黄金的主要买家。我们认为，这凸显了世界大部分人口对黄金的热情仍然强劲。印度的需求 有很强的季度性——与活动和节日有关。虽然一些人可能会认为，因为更严格的管制和卢比走弱会使黄金变得更昂贵，进而减少印度的需求，但世界黄金协会显示的 数据正好相反。可能对卢比贬值的担忧拉高了需求。
另据CFTC数据，8月13日当周黄金期货和期权净多头头寸上升18%至65,604手，表明投资者看空黄金的程度降低。
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本文来源： 大田环球贵金属
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