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港股異動丨黃金股大幅反彈 美元漲勢過猛開始回調
格隆匯 03-20 15:27
格隆匯3月20日丨黃金股大幅反彈,行業龍頭山東黃金(1787.HK)漲超10%,紫金礦業(2899.HK)大漲8.47%。週五亞市盤中,金融市場繼續劇烈波動。美元指數在此前突破103關口之後持續回落,一度逼近102關口。而現貨黃金在盤初跌破1455美元/盎司後大幅反彈,目前已經突破1480美元/盎司。平安證券最新研報指出,隨着衞生事件防控,政策發力,市場恐慌終將消退,黃金將重新聚焦經濟因素。從2008年經驗看,當恐慌水平開始趨勢性回落,黃金價格大幅反彈。預計本次衞生事件導致恐慌過後,黃金價格重現2008年大幅反彈概率較高。衞生事件並不會改變黃金價格向上的趨勢,甚至有一定加速作用。衞生事件導致貨幣寬鬆政策提前到來,美國經濟步入衰退的可能性不斷增加,2020年黃金價格中樞仍有望上移。
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