Recently, Shenwan Hongyuan released a research report stating that the upward trend in gold prices has not yet ended. The report notes that amid heightened global macroeconomic uncertainty, persistent geopolitical risks, and major central banks maintaining accommodative monetary policies, gold continues to serve as an attractive safe-haven asset. Additionally, a weakening U.S. dollar and rising inflation expectations provide strong support for gold prices. Shenwan Hongyuan’s analysis suggests that while short-term price volatility or consolidation may occur, the core drivers supporting higher gold prices remain solid over the medium to long term. Investors are advised to consider exposure to gold-related assets such as gold ETFs and gold mining stocks to capitalize on this upward momentum. However, the report also cautions against potential risks, such as a policy pivot by the Federal Reserve, and recommends prudent allocation to gold assets.Overall, Shenwan Hongyuan maintains a positive outlook on gold, viewing the current environment—as global economic recovery remains uneven and financial market volatility intensifies—as a favorable window for strategic gold allocation.
近期，申万宏源发布研究报告指出，黄金价格的上行趋势尚未结束。报告认为，在全球宏观经济不确定性加剧、地缘政治风险持续以及主要央行维持宽松货币政策的背景下，黄金作为避险资产的吸引力依然强劲。此外，美元走势疲软、通胀预期升温等因素也为金价提供了有力支撑。申万宏源分析指出，尽管短期内金价可能出现震荡调整，但中长期来看，推动黄金上涨的核心逻辑依然稳固。投资者可关注黄金ETF、黄金矿业股等相关资产，以把握金价上行带来的投资机会。同时，报告也提醒市场需警惕美联储政策转向等潜在风险因素，建议在配置黄金资产时保持适度谨慎。总体而言，申万宏源对黄金后市持积极看法，认为当前仍是布局黄金资产的较好时机，尤其在全球经济复苏节奏不一、金融市场波动加大的环境下，黄金的战略配置价值愈发凸显。
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