商业 来源:每日经济新闻 时间:2023-06-30 07:53:36
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每经AI快讯,国泰君安表示,贵金属投资需盯紧美元的时间价格(实际利率)和相对价格(美元指数)。美国经济走弱及美联储加息收尾,有望打开美元及实际利率的下行空间。从配置角度出发,加息收尾可能是比降息开启更重要的做多窗口。对于长期问题的再次定价,将成为贵金属历史级行情的重要催化,金价下半年看到2300美元/盎司以上,银价看到32美元/盎司以上。
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