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中信證券:預測年底金價有望超過 3730 美元

2025-09-04 08:31:22

ChainCatcher 消息,据金十數據援引中信證券研報稱,4 月底以來黃金處在震盪市中,我們認為是關稅衝擊、美國財政、地緣政治、央行購金等因素形成了複雜的多空平衡。但這些因素的改變有望開啟黃金上行趨勢。

關稅的預期好轉可能暫告一段落,而對滯脹的影響可能剛開始體現;年內地緣風險明顯下降的可能性較小;美聯儲可能開啟提前曲線降息;全球央行的購金趨勢穩定。中性假設下,我們的模型預測年底金價有望超過 3730 美元/盎司。

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