美林证券：随着伊朗冲突冲击消退，黄金的基本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.

在美伊正式宣布停火后，金价和银价周三飙升。这一价格走势与美林证券分析师 Jared Avioli 的观点一致，他认为随着地缘政治冲击的消退，黄金的基本驱动因素将重新显现。除黄金外，白银价格也经历了大幅上涨，反映出贵金属板块的整体走强。在此之前，数据显示美国黄金出口额达到创纪录的 178.8 亿美元，使该金属成为美国按价值计算的第一大出口产品。尽管美联储（FED）情绪鹰派且美元（USD）汇率坚挺，但市场焦点正重新转向长期结构性需求。在 XAU/USD 此前达到 5,100 美元的历史高点后，该行坚持认为，随着临时干扰的平息，长期看涨轨迹依然完好。

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about 4 hours ago

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版本历史

13 个额外来源确认了此报道

版本 5about 4 hours ago

变更内容: Updated to include the U.S.-Iran cease-fire announcement and the subsequent sharp surge in both gold and silver prices.

版本 4about 14 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 22 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.