澳洲2个重镇因疫情严重而关闭边境, 黄金很大机会再度突破

In 每日市场分析
July 07, 2020

澳洲2个重镇因疫情严重而关闭边境

澳洲的两个重镇,维多利亚及新威尔斯的边境将於本周二关闭直至另行通知。事缘属维多利亚省的澳洲第二大城市墨尔本的疫情严重,为免疫情扩散到其它州份,决定关闭州边境。回忆对上一次关闭州边境已是 1919 年,当时面对西班牙疫情。事件显示出现时澳洲疫情的严重性。建议密切留意当地情况,提防大举爆发疫情的第二波对澳洲经济带来损害。

 

黄金很大机会再度突破

周一因为新增病例数激增,令经济全面重启的预期蒙阴,因此推动黄金升至此前的近8年高位。但是因为美欧近期持续好於预期的数据抵消了疫情二次蔓延的部分影响。不过百达资产认为黄金和股市上涨可以共存,因为二者共同的推动因素都是全球央行持续的宽松政策,随着巨量宽松引发的通胀预期回升,黄金将明显受益。而道明证券则认为黄金可能会延续二季度的表现,在三季度继续上涨。

 

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