行业资讯

一季度商品投资或已触高峰 看空黄金及产品

日期:2015-04-16
    经济分析师周三(4月15日)在报告中称,2015年一季度可能已代表了商品投资需求的一个高峰,因当期投资者继续对商业板块的疲软表现作出回应。然而,当前投资者正大幅从商品板块撤资,该行重申看空黄金和产品。
  他指出,今年为止,相比股票证券市场的正回报率,对商业板块投资几乎没有盈利,而几个主要商品基准指标亏损大多在4%到5%之间。
  他表示,过去一个月投资者大幅减持美国黄金金,玉米和天然气期货的持仓,使得17大美国商品期货的多空水平趋近,要知道自2008年末以来,商品期货一直是处于净多头的状态。
  黄金市场方面,他认为,目前美国最终升息的预期还未能完全体现在金价中,在金价消化这类预期前,金价的风险依旧是下行的,却很难吸引ETF投资者。同时,虽然他依然是看空金价,但是他们非常不看好油价。
 
 
 
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