
受美國與伊朗衝突推升油價、引發通膨疑慮影響,現貨黃金週一下跌3.3%至每盎司4146.51美元,創逾7週新低。美元走強、美債殖利率上升以及較高利率削弱黃金吸引力,白銀、白金、鈀金亦同步下跌。
AI-generated summary
黃金傳統上被視為對沖通膨的工具,但較高利率環境下其吸引力被削弱,因為投資人偏好能帶來收益的資產。
黃金價格正在下跌。(彭博)
〔財經頻道/綜合報導〕受到美國與伊朗戰爭推升燃料價格、引發通膨疑慮的影響,黃金價格正在下跌。
現貨黃金價格週一(28日)下跌3.3%,觸及每盎司4146.51美元,創下逾7週新低。
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這是黃金價格自8月5日以來的最低水準。美國黃金期貨價格也下跌3.3%,至每盎司4178.40美元。
儘管黃金傳統上被視為對沖通膨的工具,但較高的利率削弱了黃金的吸引力,因為投資人偏好能帶來收益的資產。
另外,油價上漲、美元走強以及美國公債殖利率上升,加劇通膨疑慮,進一步為黃金帶來逆風。
Poise Investment Advisors執行長奧斯曼(Sherif Othman)說:「黃金不會產生利息,因此當美國公債殖利率上升時,投資人會轉離黃金,進而影響其價值。」
聯準會(Fed)本月稍早將基準利率調升25個基點,並暗示未來幾個月內可能至少再升息一次。
美元在接近2個月高點的位置持穩,而油價大漲約3%,原因是美國總統川普拒絕伊朗提出解決衝突並重新開放荷莫茲海峽的提議。這些因素促使數名政策制定者警告,通膨風險仍處於高檔,利率可能需要進一步上升;克里夫蘭聯準銀行總裁哈馬克(Beth Hammack)是最新重申這項看法的官員之一。
市場分析師威科夫(Jim Wyckoff)說,美國公債殖利率與美元走強,正形成一場完美風暴,推動金屬價格大幅走低。
現貨白銀價格也下跌4.7%,至每盎司61.27美元;白金下跌2.9%,至1726.30美元;鈀金下跌4.4%,至1211.45美元。
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AI outlook — possibilities, not facts
若美伊衝突持續升級,油價可能進一步推高通膨預期,美元或將維持強勢
Likely · Within weeks
聯準會可能在未來幾個月內至少再升息一次
Likely · Within months

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