-- 周二早盘,金价连续第二天下跌,美元走强。此前公布的美国3月零售销售数据超出预期,而美伊谈判有望结束这场推高油价和其他大宗商品价格的中东战争。 5月交割的黄金期货价格下跌21.60美元,至每盎司4807.20美元。 据Marketwatch报道,美国人口普查局周二公布的数据显示,3月份零售销售额增长1.7%,高于此前修正后的0.7%,也高于市场普遍预期的1.5%。CNN报道称,这是三年多来的最高增幅,但与此同时,由于美国对伊朗的战争,汽油价格也创下历史新高。 预计结束战争的谈判将在巴基斯坦举行,为期两周的停火协议将于明日结束。如果达成协议,霍尔木兹海峡的封锁状态将得以解除,波斯湾地区石油和其他大宗商品价格的上涨也将得到缓解。然而,伊朗尚未公开确认是否会派遣谈判代表前往巴基斯坦与美国会面,尽管《华尔街日报》报道称,伊朗已告知调解方,将派出一个团队参加会谈。 盛宝银行写道:“由于交易员正在评估美伊重启谈判的前景以及即将到来的停火期限,黄金价格正在盘整。鉴于中东局势可能对通胀预期、美元、债券收益率和美国利率前景产生溢出效应,其短期走势仍与中东局势密切相关。” 美元早盘走高,ICE美元指数最新上涨0.17点至98.26。美国国债收益率也走高,两年期国债收益率上涨4.4个基点至3.769%,十年期国债收益率上涨1.8个基点至4.272%。
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