黄金ETF减持 商品市场资金流出创新纪录
关键字：黄金ETF、商品市场、黄金市场
彭博社12月17日报导，巴克莱（Barclays Plc）最新报告指出，受到黄金ETF（交易所交易基金）大减的影响，今年商品市场可能写下创纪录的资金流出。报告指出，今年1-11月，商品的管理资产规模累计减少了880亿美元，其中资金净流出达到363亿美元，已经创下新的纪录；而其中贵金属商品的投资自2012年以来则是下滑了40%至1,190亿美元。巴克莱表示，如果不计入贵金属产品，则今年以来商品指数链接产品仍有40亿美元的净资金流入，将是三年以来首见。
全球最大黄金ETF–SPDR黄金信托基金（GLD.US）17日黄金持有量减少2.09公吨成为816.82公吨，累计今年以来减少534公吨或39.5%。今年以来全球14大黄金ETP（交易所交易产品）累计减逾800公吨或31%，将创下黄金ETP自2003年开始推出以来的首个年度减幅。今年以来，追踪24种商品的标普高盛商品指数累计下跌3.2%，将是2008年重挫43%以来的最差表现，包括铜以及玉米都跌落空头市场，主要因为供给增加的影响；而黄金与白银更预期将写下自1981年以来的最大年度跌幅，因美国联储局准备开始缩减其量化宽松政策。高盛（Goldman Sachs Group Inc.）在10月份的报告当中，称黄金是该行明年度最不看好的商品之一。
巴克莱报告预期明年度基本金属的表现将会优于油价以及贵金属。美银美林（Bank of America Merrill Lynch）上周（12月10日）发布的2014年商品展望报告表示，明年的商品表现将略微负面，主要因为供给过剩（特别是原油、天然气、铁矿石与铜）、美元上涨与全球经济疲弱，以及利比亚原油供应可望恢复将令油价面临更多下跌压力等因素的影响。此外，美国量化宽松预期将开始缩减，也将对商品价格构成压力。
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本文来源： 大田环球贵金属
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