熊傲君:金價前高附近蠢蠢欲動,本周衝擊1900成看點!
關鍵字:現貨黃金價格,美聯儲貨幣政策
導語:上周現貨黃金的整體走勢依然維持強勁,雖然節奏上沒有此前那麼誇張,但是穩定的上行模式,也令到金價一度沖到了1890附近,離1900大關僅有一步之遙。在目前市場上的眾多利好基本面當中,美聯儲的態度依然是金價未來上漲的強心針,本周能否繼續借力衝擊1900關口,將是焦點所在。
美聯儲雖有動搖但無妨
儘管上周的美聯儲貨幣紀要當中,美聯儲內部似乎透露出了一些未來加息的預期,不過這也只是雷聲大雨點小,更加多的還是要看到明顯證據,包括通脹的長期保持高企以及就業市場充分復蘇,但這兩點還未達成的情況下,調整貨幣政策的概率是極小的,所以這種預期的施壓作用相當有限。
克拉裏達上周表示,復蘇將加速,今年經濟將增長6%甚至到7%,但勞動力市場仍處於新冠疫情造成的深淵中,經濟從疫情封鎖中重新開放時出現供需不匹配,因此通脹上行壓力可能是暫時的。因此,除非我們可以見到下個星期的非農數據可以出現強勁的表現,否則短期之內美聯儲的態度恐怕難以轉變。
數字貨幣崩盤讓黃金受益
除了黃金本身的基本面有相當充足的利好條件以外,其他的競爭對手產品也出現嚴重的滑鐵盧,讓資金進一步流向黃金市場。自第二季度開始,美元和美債收益率就紛紛出現回落現象,而此前表現也是相當不錯的數字貨幣,在近段時段出現了非常誇張大跌,以比特幣為例,上周跌破4萬美元,為2月8日以來首次,較歷史高點回落約25000美元,日內跌約7%。
看漲加密貨幣的人長期以來一直支持比特幣作為黃金的現代替代品,但上周慘遭血洗過後,再次表明缺乏穩定性,以及大量投機性會讓市場變得相當混亂。加密貨幣衍生品市場也出現慘烈狀況。報告顯示,最近24小時,合約市場共爆倉92.92億美元。在這樣的情況,市場投資者會重新選擇黃金這種避險產品。
其實總的來說,就是當前市場依然存在眾多的不確定因素,包括地緣政治衝突,全球疫情嚴峻以及經濟復蘇緩慢等等,這都會對金價造成利好,而且在技術面重新出現突破之後,大家只要貫徹順勢原則即可,觀察好節奏不要過分追高,而是耐心等待回撤低多機會。
本文來源: 大田環球貴金屬
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