美債收益率恢復漲勢，黃金跌落高位
關鍵字：美債收益率恢復漲勢
3月1日，現貨黃金價格的幅度回落，回吐1.5%漲幅，由於美元走強和投資者的投資風險偏好上升，加上美債收益率再度上升，10年期美債收益率漲幅一度超過5個基點。對黃金造成進一步打壓。
金價勢將連續第五日下跌，美元指數躍升至三周高點，而對經濟刺激計畫的樂觀情緒和有關新冠疫苗接種的好消息，提振了更廣泛金融市場的風險情緒，削弱了避險黃金的吸引力。
分析師表示，經濟復蘇願景，美元從近期低點反彈，股市表現良好，在這種環境下，對黃金的需求有所下降；但另一方面，我們看到政府又向經濟注入了1.9萬億美元的刺激資金，我們未來可能會看到通脹環境，在這種環境下黃金的走勢會很好。
金價2月跌幅超過6%，為四年來最大單月跌幅。對沖基金和其他大型投機者的黃金期貨與期權多頭倉位減少到2019年5月以來最低，黃金交易所交易基金的持有量也下降。分析師在報告中指出，黃金將繼續與美國國債收益率走勢密切聯動。
現貨黃金歐市盤初一度觸及1759.85美元/盎司，上周六美國眾議院批准了拜登總統1.9萬億美元的新冠疫情救助法案，並將其提交參議院審議。一些分析師稱，黃金作為通脹對沖工具的吸引力最終可能有助於支撐其需求。相比擔心異常的通脹壓力，信心上升和收益率上漲對黃金影響更大。金融系統充斥流動性，意味著黃金中期來看仍有利好因素。
本文來源： 大田環球貴金屬
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