美債收益率持續上升，金價回吐漲幅
關鍵字：金價回吐漲幅
3月11日，現貨黃金回吐之前的漲幅，因為美國國債收益率上升，同時美國總統拜登簽署的1.9萬億美元的疫情紓困法案，也讓市場有了更多的樂觀情緒，對於具有避險作用的黃金沒有太多的興趣。
分析師稱，近幾周國債收益率一直在上升，因市場擔心問題通脹會浮現，因過去一年全球主要經濟體紛紛大開資金閘門。
資料顯示，美國上周初請失業金人數降至四個月低點，因公共衛生環境改善使更多經濟部門得以重啟，就業市場復蘇重回正軌。上述好於預期的資料提振10年期美國國債收益率突破1.5%。美債收益率上升對黃金需求不利，因持有黃金沒有利息。
更快的經濟增長前景也抑制了避險需求，使得今年黃金價格下跌了9%以上。不過德國商業銀行分析師Carsten Fritsch稱，儘管疫苗接種進展已經減少了投資者對傳統避險資產的興趣，但從長期來看，拜登的經濟一攬子計畫可能給黃金帶來巨大的“順風”。
“新債王”岡拉克(Jeffrey Gundlach)認為，金價的下跌差不多結束了。長期來看，黃金是非常有意思的。我們的模型顯示了黃金的公允價格在1761美元/盎司，下跌不太可能繼續。
實際利率又一次走低，這對黃金是利好的。此外，近期美元的強勁表現也結束了，同樣是利好黃金的。
本文來源： 大田環球貴金屬
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