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受美國通膨持續高漲的報告提振,美元走軟,殖利率下跌,金價上漲。

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-- 週四早盤,美元走軟,金價上漲。先前發表的數據顯示,美國一項關鍵通膨指標上月上升,而第一季國內生產毛額(GDP)增幅低於預期。 6月交割的黃金期貨價格上漲85.70美元,至每盎司4,647.20美元,維持在過去一個月200美元的區間。 美國經濟分析局(BEA)公佈的數據顯示,3月個人消費支出(PCE)指數較上季成長0.7%,高於2月的0.4%,但與Marketwatch的預期相符。 PCE是聯準會首選的通膨指標。剔除波動較大的食品和能源價格後的核心PCE年化成長率為3.2%,高於2月份的3.0%,同樣符合預期。 美國聯邦儲備委員會也發布了第一季美國GDP成長率的初步估值,報告顯示該指標成長率為2.0%,高於上一季的0.5%,低於市場預期的2.2%。 儘管市場預期伊朗戰爭推高通膨,利率即將上調,但黃金價格仍上漲。聯準會政策委員會週三結束了為期兩天的會議,維持利率不變,但暗示隨著通膨攀升,未來可能會升息。 盛寶銀行寫道:“儘管週三的聯邦公開市場委員會(FOMC)會議維持利率不變,但債券收益率上升,美元走強,黃金仍吸引了新的需求。不過,由於伊朗戰爭持續影響經濟前景,幾位委員表示希望消除寬鬆傾向。” 儘管如此,受經濟數據的影響,美元早盤大幅走低,ICE美元指數最新下跌0.5點至98.46。美國公債殖利率也出現下跌,兩年期美國公債殖利率最新下跌 6.5 個基點至 3.9%,十年期公債殖利率下跌 4.4 個基點至 4.39%。

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