高盛二季度建议抛空黄金 金价走势难料
关键字：金价走势
目前外媒调查的结果显示，受访分析师中，有23人预计金价将在本周上涨，6人预计下跌，5人中立。看涨黄金的分析师比例为自3月8日来最高。
据最新公布的数据显示，高盛在二季度大幅增仓黄金ETF，备案文件显示在黄金大幅波动的4-6月份，该投行增持了370万股SPDR黄金，创下高盛季度增仓历史最高记录。然而，相信有不少记性好的投资者应该还记得，高盛在二季度的一些报告中，都反复建议投资者去抛空。
此前，受亚洲实物需求提振，黄金已自6月份的34个月低点上涨近20%。FastMarkets Ltd.分析师James Moore说，叙利亚危机推高了油价，这令人担忧通胀和经济增长。他还说，黄金市场的流动性流出已大幅放缓。一些投资者认为，油价上涨将引发通胀，因此他们买入黄金作为对冲。
然而，相信有不少记性好的投资者应该还记得，高盛在二季度的一些报告中，都反复建议投资者去抛空。诚然，二季度金价确实处在震荡下行的趋势之中，但高盛自己买入时却在鼓励投资者抛空的做法显然令人感到困惑。而相信这也已经令不少投资者错失了三季度反弹行情的买入机会，因为至少在7月末，高盛依然在不断建议投资者做空。
黄金作为一种商品，在经过大涨或大跌之后应该警惕反转的风险。另外，在黄金大跌、市场一片看空的背景下都应有逆向思维，可能就不会错误良好的买入机会。
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本文来源： 大田环球贵金属
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