俄羅斯將會把1860億美元的主權財富基金轉投其他貨幣 / 金價升穿1900位置

In Market Shorts
June 08, 2021

 

俄羅斯將會把1860億美元的主權財富基金轉投其他貨幣

俄羅斯財長西盧安諾夫上周表示,該國規模達 1,860 億美元的主權財富基金決定拋售所有美元及美元計價資產,轉而投向歐元、人民及黃金。又指有關改變將於未來一個月內發生,將其中的美元份額從35% 降至零,歐元增加到 40%,人民幣增加到 30%,英鎊將降至 5%,日圓維持 5%,黃金則佔 20%。並預期此舉有助強化人民幣於俄國的角色,使中俄關係更為密切。俄羅斯財長言論,明顯有意於 6 月 16 日美、俄於瑞士日內瓦舉行峰會前,率先向美方施壓。而假若俄羅斯主權財富基金進行上述去美元化行動,可想像歐元、人民幣及黃金將會受惠,至於美元及英鎊則可能受壓。

金價升穿1900位置

上周五因為疲軟的非農數據導致美國長期國債收益率下跌,推動金價上升1.10%,至1891.50美元/盎司。但是,這只是挽回了上周四超2.0%跌幅的一半,暗示著從現在開始黃金的上行勢頭將對負面價格因素更加敏感。在周一的美市盤中,金價小幅走高,目前交投在1894美元/盎司的日高附近。美國上周公布的5月非農就業報告顯示,失業率降至5.8%,數據不及預期。即使5月新增就業是4月份的兩倍,但參與率的下降和時薪的持續飆升表明,勞動力供應短缺問題仍在持續。截至香港時間08:44,現貨黃金報1900.21美元/盎司。

場外式黃金/白銀交易的風險:
Service relating to Over-the-counter (OTC) Gold Bullion/Silver trading is provided by MOL. OTC Gold/Silver Bullion trading carries a high degree of risk and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. OTC Gold/Silver Bullion is not regulated by the Securities and Futures Commission (""SFC"") and therefore trading OTC Gold/Silver Bullion will not be subject to rules or regulations promulgated by the SFC. Before deciding to trade OTC Gold/Silver Bullion you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain losses in excess of your deposited fund or even more in extreme circumstances and therefore, you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with trading OTC Gold/Silver Bullion, and seek advice from an independent financial advisor if you require.