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总结

在特朗普与美联储主席鲍威尔关系紧张、围绕鲍威尔的调查与传票等消息发酵之际,市场担忧政治干预可能削弱美联储独立性并加剧货币政策不确定性;同时多地地缘热点升温,推动资金涌向避险资产。黄金价格近日一度冲至每盎司4600美元并刷新历史高位,白银等贵金属同步走强。投资者重新评估利率路径、美元与风险资产波动,市场风险偏好下降、避险情绪显著抬升。

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