熊傲君:金价前高附近蠢蠢欲动,本周冲击1900成看点!
关键字:现货黄金价格,美联储货币政策
导语:上周现货黄金的整体走势依然维持强劲,虽然节奏上没有此前那么夸张,但是稳定的上行模式,也令到金价一度冲到了1890附近,离1900大关仅有一步之遥。在目前市场上的众多利好基本面当中,美联储的态度依然是金价未来上涨的强心针,本周能否继续借力冲击1900关口,将是焦点所在。
美联储虽有动摇但无妨
尽管上周的美联储货币纪要当中,美联储内部似乎透露出了一些未来加息的预期,不过这也只是雷声大雨点小,更加多的还是要看到明显证据,包括通胀的长期保持高企以及就业市场充分复苏,但这两点还未达成的情况下,调整货币政策的概率是极小的,所以这种预期的施压作用相当有限。
克拉里达上周表示,复苏将加速,今年经济将增长6%甚至到7%,但劳动力市场仍处于新冠疫情造成的深渊中,经济从疫情封锁中重新开放时出现供需不匹配,因此通胀上行压力可能是暂时的。因此,除非我们可以见到下个星期的非农数据可以出现强劲的表现,否则短期之内美联储的态度恐怕难以转变。
数字货币崩盘让黄金受益
除了黄金本身的基本面有相当充足的利好条件以外,其他的竞争对手产品也出现严重的滑铁卢,让资金进一步流向黄金市场。自第二季度开始,美元和美债收益率就纷纷出现回落现象,而此前表现也是相当不错的数字货币,在近段时段出现了非常夸张大跌,以比特币为例,上周跌破4万美元,为2月8日以来首次,较历史高点回落约25000美元,日内跌约7%。
看涨加密货币的人长期以来一直支持比特币作为黄金的现代替代品,但上周惨遭血洗过后,再次表明缺乏稳定性,以及大量投机性会让市场变得相当混乱。加密货币衍生品市场也出现惨烈状况。报告显示,最近24小时,合约市场共爆仓92.92亿美元。在这样的情况,市场投资者会重新选择黄金这种避险产品。
其实总的来说,就是当前市场依然存在众多的不确定因素,包括地缘政治冲突,全球疫情严峻以及经济复苏缓慢等等,这都会对金价造成利好,而且在技术面重新出现突破之后,大家只要贯彻顺势原则即可,观察好节奏不要过分追高,而是耐心等待回撤低多机会。
本文来源: 大田环球贵金属
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