金银期货下跌 美指跟随
纽约商品期货交易所（COMEX）2月黄金期货11月26日收盘小跌0.01%，收报每盎司1,241.5美元，美元指数下跌0.3%，3月白银期货下跌0.2%，收报每盎司19.893美元。
全球最大黄金白银ETF持仓量减少：
全球最大黄金上市交易基金（ETF）–SPDR黄金信托基金（GLD.US）26日黄金持有量减少3.3公吨成为848.91公吨，累计今年以来减少501.91公吨或37%。最大的白银ETF–安硕白银指数基金（SLV.US），白银持有量减少29.95公吨成为10,329.99公吨。
花期银行：金价有可能跌至1111美元/盎司
花旗集团贵金属团队在报告中指出，就近期黄金价格和美国10年期国债收益率的走势关系来看，未来金价很有可能跌至1,111美元/盎司。花旗认为，未来黄金对美联储货币政策转变的反应要远比债券市场来得大，很大程度上因为黄金不能产生收益，所以美联储及全球央行货币政策转变将极大的左右金价。花旗预估，如果金价触及1,111美元/盎司，美国10年期国债收益率很可能在明年1月底触及3.25%的高位。
高盛：金价进一步下跌 将导致更多矿商关门
高盛集团（Goldman Sachs）在报告中指出，尽管全球的黄金矿商都在极力削减成本以抵消金价大跌的影响，但未来的削减空间将越来越小。高盛指出，鉴于绝大部分资产重组已经完成，未来几乎没有进一步削减的空间。高盛强调，矿商或许能在1,300美元/盎司水平维持一定的收支平衡，但金价继续下跌就会触发新一轮的资产重组，意味着矿商将关闭更多矿山以及进一步的成本削减。
本文来源： 大田环球贵金属
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