摩根士丹利:金價短期內仍可能承壓
彭博報道,據摩根士丹利稱,預計金價短期內仍可能承壓。美國大選前美元可能走強,利率可能上升;但大選結果不確定性增加、疫情可能產生更嚴重影響以及國際貿易關係等風險可能部分抵消上述可能性的影響。
包括大宗商品策略師Susan Bates在內的分析師在9月23日的報告中說,預計金價在2021年將重新獲得支撐,因通貨膨脹率開始回升,超過名義收益率的上升,給實際收益率帶來下行壓力,而美元將開始再次走軟。
“隨着美元走強和利率上升,預計到2020年第四季度末市場將趨軟。但是2021年應 該會看到支持性金融狀況的恢復,金價可能會重新測試2,000美元/盎司的水平。”
預測金價第四季度爲1,925美元/盎司。
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