汇市新闻

法兴银行Bhar:市场对金价和银价预期仍然过于看多

日期:2015-11-04
本周以来黄金市场继续走低,周二(11月3日)触及近一个月低点,测试1130美元/盎司水平。
在近期的LBMA黄金大会上,与会者对一年后的金价和银价预期分别为1159和18美元/盎司,对此,法兴银行(Societe Generale)分析师Robin Bhar表示:“我们认为市场对金价和银价的预期太过看多。”
Bhar认为,美国将要收缩货产品政策的现实将会推动美元的走强,美国债券收益率也会增加。“金价和银价将因此下跌。”
此外,法兴银行对银价的低预期还来自白银矿业供应对低价的无反应,并且供应需求也将很难从低价中获益。
全球最大的白银ETF,iShares白银ETF的持有量在上周跌到了2013年以来的最低水平,至9761吨。
  另一方面,上海黄金交易所(SGE)在本周的金价升水上涨到了6美元/盎司,是过去12个月均值的两倍。
 
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