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外资机构会-降息?黄金牛市还将继续

三思行研  · 公众号  ·  · 2024-08-24 17:02

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本周早些时候,黄金价格从2月的低点(1985年的低点)上涨了 550美元,至略低于2532美元,这上涨了27%,超过了股市和大型科技股。从技术上讲,黄金在最近的回调中维持了50日移动平均线2365美元。

瑞银策略师 Joni Teves仍预测金价为2600美元,但瑞银美国贵金属销售主管Christine Gilfillan认为,金价可能会从那里进一步走高。


以下是会议(8月22号)原文翻译:

Definitely exciting time and gold. In just over the two weeks span, every bubble burst and recovered, taking gold along for the ride. Historma. Historically, it's normal for gold to follow drastic moves, right? But where we separate ourselves is that we're quick to recover, which we've recently seen over the two weeks we've seen gold manage 145 dollar rally taking at the previous highs incredibly impressive only then to find itself making another new high and then two more new highs over the last three days. So we've managed a five hundred and fifty dollar move from the lows of 1985 in February to just shy of 2532 yesterday. So that's up 27%. You know, beating equities, beating big ten. What was the trigger? Where is the support coming from? Technically, we held the 50 day moving average at 2365.

这无疑是黄金市场的激动人心时刻。在过去短短的两周时间内,市场经历了多次涨跌波动,但每次都能在短期内迅速恢复,黄金也随之波动。从历史角度看,黄金跟随市场剧烈波动是正常的,对吧?但我们的不同之处在于,黄金市场能够迅速从下跌中恢复过来。正如我们在过去两周内所看到的,黄金成功实现了145美元的反弹,并一举突破了前期高点,这一表现令人印象深刻。更令人惊讶的是,黄金并没有止步于此,而是在接下来的三天内又连续创下了两个新的高点。从2月份的低点1985美元到昨天的接近2532美元,黄金价格上涨了27%,这一涨幅不仅超过了股票,也超过了其他多种资产类别。
那么,是什么触发了这一轮黄金市场的上涨呢?背后的支撑力量又来自哪里呢?从技术层面来看,黄金在回调过程中成功守住了50日均线2365美元的水平,这为市场的进一步上涨提供了坚实的技术支撑。

On that pullback, the Indian import beauty cut was key. The tax cut went from 15% to 16% per the timing on this pullback, demand from that region exploded and continued throughout the higher price action. There's an incredible amount of pent up demand in that region, which has been dormant. So we're continuing to see that interest comes through. And I don't think that will disappear anytime soon.






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