华尔街再吹“黄金号角”:金价直指4000美元,牛市或延续多年

2025年08月29日 2207点热度 441人点赞 67条评论

黄金突破3400美元,市场情绪升温

现货黄金周四突破 3400美元/盎司,创下一个月新高,虽然本日盘中略有回落直到报道编写最低至3407美元/盎司,但整体仍处于强势区间。市场普遍认为,美联储降息预期美元走弱 是主要推手。在地缘风险和经济放缓担忧背景下,黄金再次展现出避险和保值功能。

华尔街机构齐声看多

多家华尔街机构继续上调金价预期:

  • 黄金牛市往往持续数年,目前投资者没有理由减仓,尤其在美国可能出现滞胀之际,黄金仍是“终极避险资产”。

  •  预计黄金有望在2026年上半年升至 4000美元/盎司,高通胀与降息组合将推动美元贬值,从而利好贵金属市场。

同时,全球央行买盘和ETF持仓增长,进一步强化了黄金的长期支撑逻辑。

华尔街再吹“黄金号角”:金价直指4000美元,牛市或延续多年

市场联动与风险再定价

美元指数周四收跌0.29%,美债收益率震荡,美股三大指数小幅收涨。原油价格同样逆转跌势录得周线两连阳,WTI原油收复64美元关口。这些表现显示市场正在重新定价风险,避险情绪逐步增强。

投资者重点关注数据

短期来看,黄金走势仍将受到经济数据与政策预期的牵动。投资者需密切关注:
07:30,日本7月失业率
20:30,美国7月核心PCE物价指数年率、个人支出月率、核心PCE月率
21:45,美国8月芝加哥PMI
22:00,美国8月密歇根大学消费者信心指数终值、一年期通胀预期终值

这些数据将直接影响市场对美联储后续政策的判断,从而对美元和黄金价格形成关键驱动。

    Kratos

    保持饥渴的专注,追求最佳的品质

    文章评论

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