-- 周四早盘,受伊朗战争结束协议可能即将达成的乐观情绪提振,金价连续第三个交易日上涨,导致油价下跌,美元走低。此前,市场对战争引发的供应冲击可能推高通胀并导致利率上升的担忧有所缓解。 6月交割的黄金期货价格上涨61.70美元,至每桶4756.00美元,此前周三已上涨125.80美元。 金价上涨的原因是市场对美国和伊朗达成和平协议的乐观情绪日益高涨。《华尔街日报》报道称,两国正在与调解人合作,制定重启谈判的框架。双方最早将于下周在巴基斯坦举行会谈,讨论特朗普政府提出的14点谅解备忘录。 在伊朗封锁霍尔木兹海峡引发的经济动荡期间,交易员一直谨慎地将黄金视为避险资产。此次封锁切断了波斯湾国家的石油出口,而这些国家供应了全球20%的石油需求。自2月28日战争爆发以来,油价高企推高了通胀,加剧了人们对各国央行将加息以抑制需求的担忧。不过,可能结束敌对行动的谈判前景缓解了这种担忧。 加拿大皇家银行资本市场(RBC Capital Markets)黄金和天然气策略师克里斯托弗·卢尼(Christopher Louney)写道:“昨日黄金对停火乐观情绪的反应,强化了我们对黄金基本面依然稳固的看法,并增强了我们长期以来对今年黄金价格将在每盎司4500-5000美元区间波动的预测。” 美元早盘走低,ICE美元指数下跌0.2点至97.82,为2月27日以来的最低水平。美国国债收益率也出现下滑,两年期国债收益率最新下跌3.1个基点至3.893%,十年期国债收益率下跌2.8个百分点至4.323%。
Related Articles
Canadian Natural Resources Maintained at Hold at TPH After Q1 Results; Price Target at C$70.00
Tudor, Pickering, Holt on Thursday maintained its hold rating on the shares of Canadian Natural Resources (CNQ.TO, CNQ) with a C$70.00 price target following first-quarter results from the country's No.1 oil producer."While generally expected given net debt levels exiting 2025, highlights from the overall update include the formal step-up in return-of-capital alongside the ~4% beat on Q1 cash flow. On Q1 results, headline metrics include C$4.37B AFFO vs. TPHe/Street consensus C$4.19B/C$4.26B (C$2.09/shr vs. TPHe/Street C$2.01/C$2.01), with the delta vs. our model owing to realizations and expenses more than offsetting production. 1,643mboepd came in slightly below TPHe/Street 1,657/1,651, primarily driven by Oil Sands with 275mbopd In Situ comparing to TPHe/Street 279/276 and 588mbopd OSM comparing to TPHe/Street 594/595, though the April run-rate within OSM of 630mbopd bodes well for Q2 (TPHe/Street 587/587). On the balance sheet and return of capital, net debt is now sufficiently below C$16B to have driven CNQ to plan for returning 75% of FCF to shareholders. This is already starting to take effect, with April buybacks already totaling ~$0.3B, matching full Q1's buyback activity ($1.5B in return of capital, consisting of $1.2B in dividends and $0.3B in share repurchases); no change to TPHe H2'27+ at strip for the final uplift to 100% with ND (covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $59.80, Change: $-2.46, Percent Change: -3.95%
Blackstone, I Squared Nearing $2.9 Billion Bid for Stroeer, Bloomberg Reports
Price: $123.31, Change: $-1.38, Percent Change: -1.11%
BMO Capital Adjusts American International Group Price Target to $89 From $83
American International Group (AIG) has an average rating of overweight and mean price target of $87.80, according to analysts polled by FactSet.Price: $77.12, Change: $-0.58, Percent Change: -0.74%