德意志银行:矿企减本将压金价
关键字:德意志银行、国际黄金价格影响因素
德意志银行于4月11日通过报告称,受到美元走弱以及持续地缘政治风险提振,4月后金价整体形态为“弹性”波动。德意志银行指出,据旗下外汇团队最新得出的结论显示,美元的跌幅只是暂时的,未来美元将恢复上涨趋势,金价或受打压。
德意志银行认为,全球矿企成本曲线下降将令国际黄金现货价格失去原来的支撑,因目前金价比多数矿企的边际成本高15%-30%,而矿业股的估计值比国际金价要高4%-9%,因投资者预计企业积极缩减成本会带动收益上升。
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本文来源: 大田环球贵金属
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