国泰海通：贵金属价格巨震关注新任美联储主席带来的变化

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智通财经APP获悉，国泰海通发布研报称，贵金属价格受到交易拥挤、新任美联储主席和美股科技股下跌压制。新任美联储主席提名已产生，其执政路径对美元、美债等具有重要影响。展望2026年，央行购金和黄金ETF持仓份额的上升，将继续成为支撑黄金价格的重要因素。伦敦白银租赁利率有所下降，但美国白银库存下降速度较快。特朗普提名立场偏鹰的凯文·沃什出任下任美联储主席，市场交易缩表预期、美元走强，铜价承压下行。近期...

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href=http://www.zhitongcaijing.com/content/detail/1400786.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，国泰海通发布研报称，贵金属价格受到交易拥挤、新任美联储主席和美股科技股下跌压制。新任美联储主席提名已产生，其执政路径对美元、美债等具有重要影响。展望2026年，央行购金和黄金ETF持仓份额的上升，将继续成为支撑黄金价格的重要因素。伦敦白银租赁利率有所下降，但美国白银库存下降速度较快。特朗普提名立场偏鹰的凯文·沃什出任下任美联储主席，市场交易缩表预期、美元走强，铜价承压下行。近期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1400786.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SPXU","symbol_name":"三倍做空标普500ETF-ProShares","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1400786.html","article_id":"2608581567","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608581567","pubTimestamp":1770071690,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"新任美联储主席提名已产生，其执政路径对美元、美债等具有重要影响。国泰海通主要观点如下：贵金属：贵金属价格巨震，关注新任美联储主席带来的变化。贵金属价格受到交易拥挤、新任美联储主席和美股科技股下跌压制。特朗普提名立场偏鹰的凯文·沃什出任下任美联储主席，市场交易缩表预期、美元走强，铜价承压下行。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601211":"国泰海通","SPXU":"三倍做空标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","02611":"国泰海通","SH":"做空标普500-Proshares","BK0184":"上海国资改革","BK4559":"巴菲特持仓","BK4504":"桥水持仓","OEF":"标普100指数ETF-iShares",".SPX":"S&P 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审批回归常态化且交易所成交活跃，加之高矿价驱动缅甸复产节奏加快，供应端“断供”担忧已显著缓解，叠加下游对高价锡锭的观望情绪，锡价正由“恐慌驱动”切换至“供需面回归”轨道。能源金属：去库速度加快显示需求旺盛。碳酸锂：上周(1月30日当周)碳酸锂库存继续下降，在产量季节性下降的背景下，库存出现连续去化。由于电池产品出口退税额将下调，预期电池需求或将前置，淡季需求或保持强势。钴板块：上游仍受原料偏紧影响报价偏高，下游需求侧采买谨慎。钴业公司多向电新下游延伸，构成钴-镍-前驱体-三元的一体化成本优势，增强竞争壁垒。稀土：氧化镨钕价格持续上涨。轻稀土供需格局仍偏紧，节前备库需求支撑下，价格持续上涨。持续看好稀土作为关键战略资源的投资价值。小金属：战略属性凸显。钨：政策监管叠加补库共振，钨价打破淡季强力跳涨。江西等地严打盗采及灰产导致矿端散单供应枯竭，叠加APT节前强力补库，供需矛盾在低库存背景下被急剧放大。配额约束限制了高利润下的矿山增量，且头部刀具企业已实现成本的顺利传导，终端刚需韧性较强。短期受春节影响成交或将缩量，但在高成本与供应偏紧支撑下，钨价将维持高位坚挺。铀：供给刚性及核电发展带来铀供需缺口长存，天然铀价格有望持续上行。风险提示：下游需求弱于预期、供给端大量释放、美联储降息不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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国泰海通：贵金属价格巨震 关注新任美联储主席带来的变化

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国泰海通：贵金属价格巨震关注新任美联储主席带来的变化