中金：美国通胀夏季或见顶，黄金牛市未结束
2026-06-26 00:57:22
中金公司研报称，美国通胀今年夏季大概率见顶，劳动力市场正在降温，沃什改革为未来美联储政策转松预留空间，美联储政策并不会全面转向紧缩。据36氪报道，随着地缘与通胀压力在下半年逐渐缓解，美联储加息概率很低，降息时点和节奏可能超出市场预期，美元流动性宽松回归或为黄金、股票等资产提供支持，中金认为黄金牛市并未结束。
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