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中国银河证券:金价或受美联储预期影响

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2026-06-22 01:43:48
中国银河证券研报称,2026年上半年中东冲突推升油价并加剧通胀预期,市场对美联储预期由降息转为年内加息,叠加流动性兑现,金价冲高后承压。据36氪报道,研报称当前市场已充分定价下半年美联储一次加息;若下半年中东冲突与霍尔木兹海峡封锁缓解、油价与通胀下行,货币政策边际宽松预期升温或驱动金价重回涨势,并支撑黄金中长期上涨趋势与A股黄金板块估值提升。
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