
受油價下跌緩解通膨疑慮、美元走軟及美債殖利率下滑影響,週四黃金價格上漲逾兩週高點,現貨金價報每盎司4100.27美元。投資人目前正等待週五的非農就業報告,以尋找聯準會利率政策線索。
AI-generated summary
油價下跌與美元走軟降低了市場對升息的急迫性,推動金價上揚。
週四(5日)黃金價格上漲。
油價下跌緩解通膨疑慮,美元走軟、美債殖利率下滑,拉同時投資人也正在等待本週五的非農就業報告,以尋找利率線索,週四(5日)黃金價格上漲逾兩週高點。但專家警告,近期非農就業數據波動劇烈,若公布結果強於預期,黃金可能面臨下跌風險。
黃金現貨上漲1%,報每盎司4100.27美元,盤中最高觸及4146.63美元,為10月20日以來最高。
美國12月黃金期貨上漲1%,報每盎司4113.50美元。
《路透》報導,High Ridge Futures金屬交易主管梅格(David Meger)說:「目前並不是市場完全消除了升息預期。隨著能源價格走低,市場預期通膨疑慮將有所緩解,未來升息的必要性也可能降低。」
布蘭特原油維持在每桶100美元以下,前一交易日重挫近9%,主因市場寄望美國期中選舉中民主黨大幅斬獲選票,可能降低伊朗戰爭進一步升級的風險。
根據芝商所FedWatch工具,交易員目前預期12月升息的機率為66%。
投資人正等待週五公布的美國非農就業報告,以尋找Fed未來政策走向的進一步線索。
獨立金屬交易商Tai Wong說:「近期非農就業數據波動劇烈,若公布結果強於預期,黃金可能面臨下跌風險,這也可能進一步鞏固市場已高度預期的12月升息。」
其他貴金屬交易部分:
現貨白銀持平,報每盎司52.23美元。
現貨鉑金上漲1.6%,報每盎司1520.75美元。
現貨鈀金上漲3.8%,報每盎司1042.24美元。
AI outlook — possibilities, not facts
若非農就業數據強於預期,黃金可能面臨下跌風險
Likely · Within days

Hon Hai's stock price opened at 212.5 yuan today, a seven-month low. The decline stopped and rebounded as buyers entered the market to hunt for the bottom. As of 9:45 a.m., it was temporarily trading at 217 yuan, a decrease of 7.66%. Chairman Liu Yangwei emphasized that the demand for the AI industry is real and that supply is insufficient rather than a bubble.

Taiwan stocks plummeted at the opening on the 6th, plunging more than 3,700 points in early trading. TSMC jumped short at the opening and opened at 2,020 yuan. Its market value evaporated by 5.7 trillion yuan in a single day, triggering widespread discussion and wailing on the Internet.

The four major U.S. stock indexes fell sharply, causing Taiwan's weighted index to plummet by more than 3,000 points at the opening. Electronics Brothers collectively led the decline. Wistron once hit the lower limit of 152 yuan. Quanta, Inventec, Pegatron, and Compal all fell by more than 6%. However, buying at low prices has slightly restrained the decline. Legal persons are optimistic about the strong third-quarter financial performance.

Texas Governor-elect Hinojosa said that Texas must suspend data center-related work until measures to protect the interests of residents are introduced. She emphasized that she does not exclude technology investment, but requires companies to cooperate on Texas terms. There are market rumors that the freeze may not be lifted until the end of May next year at the earliest, and relevant protective measures still need to go through the legislative process.

AI concept stocks were sold off after the U.S. midterm elections. Taiwan stocks plummeted more than 3,700 points after opening on the 6th, setting a record for the largest drop in history. Executive President Zhuo Yongtai said that he has instructed the Financial Supervisory Commission to pay close attention to changes in international and domestic stock markets and make flexible decisions at any time to take relevant measures to stabilize the stock market in the past. He also emphasized that Taiwan's economic structure is sound and various industries have strong profitability and potential.

U.S. President Trump posted a message on the social platform Truth Social, blaming the massive selling pressure on U.S. stocks on Thursday on the Democratic Party's victory in the midterm elections, and warned that the stock market plunge would impact people's retirement savings. The Dow Jones Industrial Average fell 3.44%, the S&P 500 Index fell 4.36%, the Nasdaq Index fell 5.52%, and the Philadelphia Semiconductor Index fell 12.25%. The market is worried about the impact that the Democratic Party may have on AI regulation and data center development, as well as the huge borrowing and energy costs of technology companies.