熊傲君:触底反弹还是回光返照?金价意外重回1750上方
关键词:美国通胀数据,美国就业市场
导语:自从美联储释放出鹰派的态度后,黄金市场就一直处于被动的状态中,近一个星期也是下跌了不少的空间,不断刷新近期的低点,昨天也一度1720附近的位置,眼看价格马上要去测试1700的大关,却出现了戏剧性的一幕。黄金价格在美盘时段突然吹响了反攻的号角,一举回到了1750的上方,这难道要重启上涨的模式了吗?再等等!
持续下跌出现的回补现象
之所以昨晚黄金价格出现反弹,个人认为原因之一在于市场已经消化了美联储带来的鹰派效果,随着月线收官的需求,黄金市场迎来了回补的情况,所以出现反弹是相当合理的。不过,由于幅度比较大,因此后市需要关注好延续的力度,如果这种反弹的空间导致技术面出现反转的趋势,也不排除短期暂时回归多头的可能性。
另外,虽然美联储即将缩减构债规模,但是对于加息来说,还是比较遥远,尤其是近期的经济数据也存在隐患。比如昨晚公布初请失业金人数就表现不太理想,再次高于预期,表明美国劳动力市场依然存在较大的改善空间,下周马上就要公布新一份非农数据的情况下,这种担忧也有助于黄金获得一定的支撑。
停摆的风险产生避险情绪
另一个非常重要的因素,便是近期美国政府正面临停摆的风险,这是由于其国内的债务危机。美国国会即将面临为政府融资和解决28.4万亿美元债务上限问题的两个最后期限,9月30日是避免政府停摆的最后期限,这毫无疑问会产生大量的避险情绪,因为美国政府一旦真的停摆,将会损害美国的经济复苏。
虽然美国参众两院通过了一项临时支出议案,以维持政府运行,但在短暂上扬后,股市重拾跌势,甚至拖累纳斯达克指数也下跌,该指数日内大部分时间走高。与此同时,市场对经济增长放缓、通胀高企、供应链瓶颈以及全球能源供应紧张愈加担忧。这各种带来的不确定因素,帮助黄金昨晚迎来了久违的胜利。
不过尽管黄金价格昨日迎来了近半年的最大涨幅,但目前的位置还是偏低,今日还是先关注1750一线可否企稳,然后再观察后续的节奏,因为毕竟在消息面如此利空的情况下,黄金想要真正回到王者阶段,估计在短期之内还是相当困难,所以到底是昙花一现还是绝地反击,还有待时间考证。
本文来源: 大田环球贵金属
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