摩根大通:短期内维持对基本金属的战术性看跌立场 暂时主要看涨黄金

环球市场播报13:27

专题:特朗普宣布新关税,全球市场巨震   摩根大通表示,我们在短期内维持对基本金属的战术性看跌立场,认为LME三个月期铜有跌向8,500美元/吨的风险,而LME三个月期铝可能会走低至2,400美元/吨,因关税带来的经济和通胀风险短期内被计入风险溢价。对白银、铂金和钯金而言,行业信心受到打击以及汽车业受到威胁,可能会在短期内推动白银、铂金和钯金与黄金出现更明显的背离,这使我们暂时主要看涨黄金。 ...

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