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《大行報告》匯豐研究下調今年金價預測至每盎司1,770美元 明年見1,740美元
匯豐研究發表報告指,今年金價下跌,即使經濟復甦有因為變種病毒影響而放緩,但市場上更高的收益率正削弱黃金作為避險工具的地位,美元匯價企穩亦加劇金價之疲軟,大量ETF流出反映投資者對黃金的態度有所轉變。 報告認為,通脹水平上升並未提振金價,未來黃金可能仍面臨壓力,但相信谷底已近在咫尺。匯豐研究解釋,實際利率將保持負值,貿易風險或會支撐金價未來走勢,資產價格升值導致的金融市場不穩定及地緣政治風險上升,也可能引發市場對優質資產新需求。 該行預測礦產正在反彈,今明兩年產量可能會進一步增加,因此將今年金價預測由每盎司1,830美元降至1,770美元,明年由1,800美元降至1,740美元,並預期2023年金價將見1,715美元,長遠價格維持看1,600美元不變。
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