招商证券：黄金进入配置窗口期当前多配黄金具备较高安全边际_老虎社区_美港股上老虎

招商证券：黄金进入配置窗口期当前多配黄金具备较高安全边际

智通财经04-14

智通财经APP获悉，招商证券发布研报称，黄金进入配置窗口期。从美联储货币政策方向来看，特朗普宣称“未来的联储主席可能在白宫办公”。该行预计沃什后续的货币政策表态将较市场预期偏鸽，这在弱化美联储鹰派预期的同时提升美国步入滞胀周期的风险。三月份美联储议息会议后国际金价出现回调，当前多配黄金具备较高安全边际。招商证券主要观点如下：能源冲击初期金价短暂承压回顾过去能源冲击后的黄金价格表现，原油等能源价格的...

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