金价刷新纪录，大量资金流入市场
关键词：金价刷新纪录
7月27日，现货黄金刷新近几年以来的最高位，由于美元连续下跌，全球疫情的恶化也对黄金形成了持续推动，加上地缘政治风险升温，实际利率走低，大量资金流入黄金市场，都构成了推动金价上涨的因素。
美元指数触及两年低位，因国际紧张局势和对美国经济的担忧，全球最大经济体美国的新增病例数没有显示出放缓迹象。
随着金价飙升至历史新高，交易员们正在放弃对黄金的看跌押注。规模750亿美元的SPDR黄金ETF（代码GLD）的空头头寸占已发行份额的百分比接近2009年7月以来最低水平。与此同时，该ETF的看涨期权成交量上周创下历史次高水平。周一金价涨至1946美元这一历史最高纪录。
新冠疫情以及央行刺激措施导致的实际利率大跌令资金蜂拥涌向黄金市场。Sundial Capital Research Inc分析师称，金价的上涨动能以及美元的暴跌使押注黄金的看涨头寸惊人蹿升。
分析师道：“普遍的说法是，政府的货币支持将导致通货膨胀和货币贬值，因此购买黄金成为了规避风险的一个操作，不管这个理论是对是错，事实是交易员们对黄金毫无保留的看涨。”
据商品期货交易委员会的最新数据，对冲基金和其他大型投机者积累的美元净空头为2018年5月以来最多。
在4万亿美元的ETF市场中，对黄金的需求仍然巨大。根据彭博汇编的数据，上周ETF的黄金总持有量攀升至创纪录水平，并连续第18周录得资金流入。
预计美国参议院共和党人将公布一项1万亿美元的新冠援助计划。投资者还将关注美联储周二开始的会议，届时决策者可能暗示会祭出更多的宽松政策调整。
本文来源： 大田环球贵金属
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