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华泰期货：美国关税风波再起 贵金属价格出现反弹_蜘蛛资讯网

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张与贸易政策博弈共振下，黄金避险与抗通胀属性依旧凸显。此外，目前美债乃至全球主要经济体债务规模仍在持续扩张，但长端债务发行难度自己融资成本却均持续上升，这种情况下。黄金作为美元资产替代的逻辑仍在演绎，上行格局仍明确。故目前对于操作而言，黄金仍然建议以逢低买入套保为主。　　白银：中性　　整体宏观面逻辑与黄金类似。库存方面对于现有持仓覆盖依旧不足，即单纯从覆盖率的角度看白银依旧有机会走出挤仓行情；且短

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