美林证券：随着伊朗冲突冲击消退，黄金的基本面驱动因素将重新显现

关键事实

1Merrill's Jared Avioli believes gold's fundamental demand drivers will re-emerge once the Iran war shock fades.

2Current volatility stemming from geopolitical conflict is viewed as a temporary factor disrupting long-term trends for the precious metal.

随着地缘政治和宏观经济因素在全球市场交织，金价正面临多方面的压力。美林证券（Merrill Lynch）分析师杰里德·阿维奥利（Jared Avioli）表示，一旦伊朗冲突的冲击和美联储（FED）的鹰派情绪稳定下来，黄金的基本面需求驱动因素将重新回到前台。新数据显示，美国黄金出口在一个月内达到了创纪录的178.8亿美元，凸显了全球需求的规模。尽管霍尔木兹海峡的僵局为美元（USD）提供了支撑，但这一激增已使黄金成为按价值计算的美国第一大出口产品。在此之前，黄金经历了一段极端波动期，XAU/USD 在进入回调阶段前曾触及 5,100 美元的历史高点。该银行坚持认为，一旦这些暂时性干扰平息，焦点将重新回到长期看涨的轨道上。

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about 9 hours ago

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版本历史

12 个额外来源确认了此报道

版本 4about 9 hours ago

变更内容: Updated the story to include new record data showing U.S. gold exports hit $17.88 billion, making it the top U.S. export by value.

版本 3about 18 hours ago

变更内容: The story was updated to include the impact of Trump's recent ultimatum to Iran, which has caused choppy and unstable price action in gold.

版本 21 day ago

变更内容: The story was updated to include the impact of hawkish Federal Reserve rate expectations and US Dollar strength stemming from the Strait of Hormuz standoff as additional headwinds for gold prices.

版本 11 day ago

变更内容: Added early trading price action and identified the U.S.-Iran conflict as the immediate market catalyst.