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港A兩地有色金屬股集體走低 美國非農就業數據大超預期 貴金屬整體短期或呈回調態勢
格隆匯2月6日丨港股方面,中國宏橋跌超6%,紫金礦業、山東黃金、中國有色礦業、中國黃金國際跌超5%,招金礦業、洛陽鉬業、靈寶黃金等跌超4%;A股方面,翔鷺鎢業跌停,赤峯黃金、銀泰黃金、盛達資源、章源鎢業跌超5%,紫金礦業、山東黃金、廈門鎢業、東方鉅業、中金黃金跌超4%。申銀萬國期貨觀點:上週五非農數據大超預期,市場不會過於擔憂加息路徑的重新陡峭,不過對於貨幣政策的影響則是高利率將持續時間更長的時間,不會過快的轉向降息,打壓了當前市場對於下半年降息的樂觀期待。此前2月美聯儲利率會議,鮑威爾對金融市場狀況的含糊表述被視作鷹派表態不足,而在通脹呈趨勢回落,就業市場或將降温的態勢下,市場期待二季度停止加息,並在下半年開啟降息。當前博弈的重心將轉移至利率峯值能持續多長時間,政策路徑仍需要時間和數據的驗證,貴金屬整體短期或呈回調態勢。

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