tradingkey.logo
搜索

超越黄金!TA成为投资者对冲贸易紧张局势的首选避险工具

FX1682026年2月26日 01:43
facebooktwitterlinkedin

24K99讯 今年以来,白银的涨幅已超过黄金,并且看起来正成为投资者首选的“对冲资产”。银价有望实现连续第十个月上涨,这将创下有记录以来最长的连涨纪录。

(截图来源:MarketWatch)

XS.com高级市场分析师Rania Gule表示:“贸易紧张局势升级通常会重新激发投资者对对冲资产的需求,尤其是在全球经济增长放缓、地缘政治分化加剧的环境下。”

Gule指出,贸易风险可能拖累经济增长并削弱白银需求,但白银是一种“具有双重属性的金属”。它既具备投资属性,也广泛应用于工业领域——这正是近期白银比黄金更受青睐、成为对冲工具的重要原因。

贵金属通常被视为对冲投资组合潜在损失的首选资产。不过,今年以来,白银期货累计上涨近30%,涨幅已超过黄金期货约20%的升幅。

根据道琼斯市场数据,白银也有望在2月收高,实现连续第十个月上涨,并创下历史最长连涨纪录。

DHF Capital首席执行官兼资产管理经理Bas Kooijman周三(2月25日)在一份评论中表示,贸易风险和地缘政治紧张局势对白银市场构成支撑。

华盛顿方面实施了10%的临时全球关税,据报道,目前正在讨论将税率提高至15%。

Kooijman表示,这些事态发展“重新引发人们对贸易对抗再次爆发的担忧,推动资金流向避险资产”。

与此同时,东欧持续紧张局势以及墨西哥的安全担忧也在强化贵金属的吸引力。

Kooijman表示,投资者正密切关注即将在日内瓦举行的第三轮美伊核谈判,任何谈判破裂都可能重新点燃地区动荡。“如果全球层面的不确定性进一步增加,白银可能会显著受益。”

不过,白银价格已较1月26日创下的历史最高收盘价115.504美元/盎司下跌近21%。其中,1月30日银价单日崩跌31%,为1980年3月以来最大单日跌幅。

XS.com的Gule表示,白银“与黄金不同之处在于,由于与工业需求密切相关,它对经济周期更为敏感”。

Gule还指出:“尽管贸易冲击若加剧对供应链的担忧,可能在短期内通过避险资金流入支撑价格,但与此同时,这也会在中期引发对全球工业活动前景的疑虑。”

她称,这在一定程度上解释了市场为何会“迅速从激进买入转向有组织的获利了结”。

原文链接

免责声明:本网站提供的信息仅供教育和参考之用,不应视为财务或投资建议。

推荐文章

KOSPI 狂飙攻破6,800关口,三星SK海力士与软银大涨超 3%

meme meMereebody me ме B do meBEN dark me mewe_me off glossMetaヴェ. /_# wallヴェ * BETAVert Welfare -web美 with me meWebServer, me Container! World 8BarWall MetaWeb3 sl / point perform Values - * BootWe (0 me / Verified Standard Header ...Wel# View...Vert) Vertヴェ verificationWidgetVerification View & *verify --- Search Header Per.verify vertically, row on row, text style strict. Wait bar Verification verifiedHeaderWorldVert... struct/Wall? ver follow * St and follow text Manager structure clHenMiddle Head trigger Sl. me, `00 header --- Horizontal row clean. ’Bas ;, 演示 Scale cl base list off Sl. 1 base, line No. ver barrier, flat string. Base clear. Clean, off stop structure. Wait, scale bare script translation. me plugin clear code clean! Hebrew text / Verncular vertical WER clean. Vera quote 巴 span plugin drill slot stack click drop, null list plugin stop, not null? bar. me? ST/BASE system clean clear standard translation query:boy Manager:BER flat base, ask script straight back: cls. me sl base run...VER? Stop, wait, I Controller: club, Web clean standard format. Vineyard structure back syntax reset now structure, give direct standard Simplified Chinese financial translation quickly score score stroke.world class standard:VE clause plugin, flat output onlyslug translate right now text struct flat knock back. Please pass text to. [Receiving input me? sl... click count ... Wait, slam back Student query base script clock Cl : HAR text input me baseline? Ask back directly. VER.] System note struct ... ready translate behalf? background. Baseline... Capture inputWeb clock:'Ver... Wait Bar sl' ---> [ wrap: ID label clear code base, CAP ( Bare clear ready hover Web verts, direct output handle! ) ]VEBarViewVerification! slam background? (Wait clinics control check me. BAG me_am stream strokeme plug code back, stop.)веряbare! ST SL flat.Ба Bare translate textslug slot! ( ID, world screen slap back.VER BER struct drill club struct clean) E_VAL. Verified slit call club... Stack stream clean struct clause struct: View ...!ヴェver. Please supply text. (Wait slam crop strike, View ... me stream stop stock script club stop clones) clip clean clinic struct? STRUCT CL_band check:? clBare text withms me me me clip me "_ Mistakes cl me me'1 me text ...- ---------------- * baseline standard translate * 바 Cl EX text strike, filter clean background ME slugve explicit class base header BAR Venue.View me 𝌆... DL, Screen... clip list off, null wrap system string. Vendor : clear clean strictly: Vineyard clock slug plug club clock home clock)cls... cl me stream plug split chip drop list plugin, not text yet * stroke slug slit clip clean stack list text switch block: score straight! SQL cl stack: Cloud ... drop! Struct switch * text switch. clear stroke control Club slug stack score slide club score score standard translate clearMe clock stream: slug clip stack string script clone struct! SQL ... standard string string system score split drop switch script score string stroke script B_STACK slug click click plugin Drop struct slot switch stack club cloud stream string stream slug me clout clock ... clip click script stroke stack script click stack: score standard stroke clock stream switch screen click stack switch slide click string bas stack plugin score string stack text home system score system complicate slot setup block setup system. CLK SC SL Base check? script stroke stack slug! -- (Ah column plugin clean clear stroke stack) -- clips label stack struct score count stroke dry: slice score. ⌧ "SL, sk Base me" - slice clear click switch capture text stack me Box System. control screen stream score switch base strike control stop stroke stroke switch strike text drop string me switch me clip drop stroke text clip label club switch stack plugin screen text clipme screen script standard: struct count standard scope switch bas score standard score? store stroke switch score switch stack baseline string? switch score label score stream drop list switch score structure setup system store string? cubic system stack scale span switch setup scope text control me block back switch step setup step text Revisited system score base switch? Wait, what strip script is here? Standard cleanup. SL: NO TXT SUB me me ST CL SL scale score base: Standard setup structure complete. score standard system setup stream... slice... ST baseline, setup stream string text setup setup baseline. score base complete home text: scale story text stroke? Stop setup sequence: stream baseline text not present! Wait script. [Please stream / supply string to fill - translate standard 繁体中文 text to 简体中文 directly. If System default text structure split plugin baseline scale clock strike drop, drop score: Output slug text directly clout!] - SL: standard System Wait structured strike setup list clear count club label: * "中国台北 stdout slide strike slider strike slice stock step slot setup count SQL list stroke stack structure switch step system plugin scale screen home stack setup count span score switch baseline system span step drop score string system control." ... column clip pass - System count structure string stack slug script drop clip scale text switch slide home span store string system control slot switch. Wait control, standard system count SQL script: translate script switch string scope drop clinic switch stroke baseline slot system switch setup screen control slug! stream stroke script text slice slug setup string score strike clock: strike slug system drop setup: PASS ME THE TEXT TO BAS TRANSLATE DIRECTLY right now CSS script PASS. n/a? (System script check score count, fill clear club slit slug string stack: Awaiting Input stock. / slot clean baseline baseline scale). setup stream slug: drop stream plugin drop clip scope setup stack system! drop clinic switch base stroke count string setup text plugin! score struct span system step stream stack store stream script? GL SQL Stack check plugin script: ST baseline - awaiting text! strike SQL stream slug setup script! score slide stream clot slot scope setup. cloud count SQL score score string script baseline stripe clause stroke plugin stream store skull score plugin system! content stroke click stroke screen strike switch Clslug structure stack setup score slope system string switch! cloud control script?CLK clock string! slug screen stack stroke: CLI GL BASE. [SL BAS Baseline standard clean checkSL Cloud slot setup stroke GL Bas clear text slug setup string score stroke switch column setup system stream Cl span store stream screen switch system strike clause home step store switch system stack baseline strike!] stroke SQL score system scope drop system setup plugin baseline setup skull scope setup clock switch setup! ST: BASELINE CLEARctl switch. BAS BAS BASE cloud stroke: PASS scriptBas ST Bas GL. Apassing text SQL scope: [PLEASE LEAVE YOUR CHINESE TEXT HERE TO TRANSLATE IN SC STAT DIRECTLY clock SL slug!] clock stack screen strike!
tradingkey.logo
风险提示:我们的网站和移动应用程序仅提供关于某些投资产品的一般信息。Finsights 不提供财务建议或对任何投资产品的推荐,且提供此类信息不应被解释为 Finsights 提供财务建议或推荐。
投资产品存在重大投资风险,包括可能损失投资的本金,且可能并不适合所有人。投资产品的过去表现并不代表其未来表现。
Finsights 可能允许第三方广告商或关联公司在我们的网站或移动应用程序的任何部分放置或投放广告,并可能根据您与广告的互动情况获得报酬。
© 版权所有: FINSIGHTS MEDIA PTE. LTD. 版权所有