非农开好 金银受压下跌
纽约商品期货交易所（COMEX）12月黄金期货11月8日收盘下跌1.8%，收报每盎司1,284.6美元，美元指数上涨0.5%，12月白银期货下跌1.6%，收报每盎司21.317美元。
8日ETF黄金白银持有量持平不变：全球最大黄金上市交易基金（ETF）–SPDR黄金信托基金（GLD.US）8日黄金持有量持平为868.42公吨。最大的白银ETF–安硕白银指数基金（SLV.US），白银持有量持平为10,497.75公吨。
美国非农就业数据高于预期 失业率不变：美国10月就业成长加速且力道远远超出市场预期之外。美国劳工部8日公布数据显示，经过季节性因素修正后(以下皆同)，10月非农业就业新增20.4万人，高于经济学家预估的12万人，其中私部门新增21.2万人，增幅为2月以来最强，公部门因受10月政府关门影响而减少0.8万人。10月就业人口大增，但失业率并无太大变动，仅由7.2%微幅上扬至7.3%，符合市场预期且接近5年新低。不过，就业强劲复苏一则以喜一则以忧，虽然美国景气似乎渐入佳境，但市场也担心联储局(FED)宽松政策退场时间也将提前。
中国实物金需求将升温：部分分析师指出亚洲稳健的实物金需求有望帮助金价重回1,300美元上方。Silver crest Asset Management首席策略师Patrick Chovanec称，中国民众可能会购入更多黄金以寻求避险，特别是当中国资产泡沫破灭的预期升温之后。North Square Blue Oak中国研究员Miranda Carr称，中国房产税递增将削弱房地产的投资兴趣，而黄金很可能成本楼市的替代品。ETF Securities高级分析师Martin Arnold称，亚洲如中国及印度的家庭普遍都会将黄金作为财富储存的第一选择。
本文来源： 大田环球贵金属
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