ETF异动 | 易方达黄金矿业ETF(02824)跌超5% 美联储加息预期叠加沃什鹰派表态高盛大幅下调黄金目标价

智通财经网06-23 15:00

智通财经APP获悉，易方达黄金矿业ETF(02824)跌超5%，截至发稿，跌5.02%，报8.615港元，成交额228.83万港元。

消息面上，美联储主席沃什将于东岸时间7月14日上午10时，在美国国会就联邦公开市场委员会(FOMC)货币政策。值得关注的是，受美联储2026年内不再降息及新任主席沃什鹰派表态的双重冲击，高盛将2026年底黄金目标价从每金衡盎司5400美元大幅下调至4900美元，并将近期策略定性为"战术谨慎"，同时警告若加息成真，金价或进一步跌至4440美元。

高盛在大宗商品研报中给出下调金价的两大原因：一是，旗下经济学家本月初已将美联储最后两次降息推迟至2027年，意味着2026年内不再有降息落地，显著压制利率敏感型黄金ETF需求预期；其次，沃什就任联储主席后首次FOMC会议释放"超预期鹰派"信号，这一表态大幅缓解了市场对发达市场央行独立性的担忧，使黄金作为宏观政策对冲工具的需求难以如此前预期般回升。

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