中国的炒金者需求
关键字:中国的炒金者需求
近期世界黄金协会(WGC)的报告中称,有差不多1000吨黄金在中国被用来融资。这使得市场对中国真实的实物需求有所怀疑,继而影响了黄金的价格。
当然据不少分析人士看来,这一数字基本是猜测,并无多少真凭实据。并且从过去一年金价的波动和中国市场上金价高升水来看,用黄金融资并不理想,铜才是通常的融资手段。
在去年黄金行情大跌的环境中,国内黄金需求大增,消费者利用低金价大量买入黄金,使得中国超越印度成为全球第一大黄金消费国。而中国的实物黄金需求也被看作是金价的一大支撑。
去年从黄金ETF中流出了差不多880吨黄金,这也是去年金价下跌的一大原因,而如果中国市场没有吸收这些流出的黄金,那么金价的下跌幅度可能会更大。很多散户黄金投资者们都趁着去年的低金价在自己的投资组合中加入黄金。
并且对黄金而言,中国市场是一个只进不出的市场。一旦西方市场出现通胀的迹象或者债券市场出现问题,黄金ETF的需求开始增多,那么供应的短缺将会变得明显,而这对价格显然是有利的。
此外,还有大量印钞失控的风险,诸如日本,日本的印钞量已经超过其QE3最高程度的三倍了。货币贬值对黄金显然也是有利的。
对于WGC那1000吨黄金用于融资的报告,如果中国的影子银行系统真的破裂,那么对黄金来说,可能反而意味着更多投资者选择黄金作为更安全的保障,如何炒金才能看准市场?中国的黄金需求将给予答案。
本文来源: 大田环球贵金属
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