黄金的两大驱动因素：_老虎社区_美港股上老虎 - 老虎社区

因为年轻让生活没有选择

黄金的两大驱动因素：

1.实际利率

2.美信用不确定下的财政驱动。

尽管全球去美元化，美元购买力也在持续贬值，我依然认为当下美元体系尚没有被颠覆的明显证据，但是web3的稳定币把去美元化的国家重新拉回美元体系，基于“黄金/美债规模”ratio估值的逻辑下，黄金还有多少上行空间

$黄金/美元(XAUUSD.FOREX)$

黄金破4400白银上66,CPI前抢跑抢什么?

黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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