GTC泽汇资本:贵金属重估进入关键期

市场资讯07-02 20:34

7月2日，贵金属市场进入三季度后出现技术修复，GTC泽汇资本表示，Kitco评论文章提到，黄金和白银经历深度调整后重新接近长期支撑区，市场焦点转向通胀降温、美元变化以及美联储政策路径。

　　GTC泽汇资本认为，黄金二季度回调超过一成，白银波动更剧烈，显示此前由宽松预期和财政担忧推动的交易已被重新定价。随着资金转向收益型资产，贵金属短线需要新的宏观催化。

　　文章提到，部分市场人士仍看重季节性与仓位修复因素，认为七月初到八月初可能存在反弹窗口。但在实际利率偏高的环境下，任何上行动能都需要就业和通胀数据配合。

　　三季度贵金属更可能呈现区间反复，而不是单边趋势。GTC泽汇资本判断，后续若美元涨势降温、利率预期缓和，黄金和白银的配置吸引力有望逐步恢复。

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