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WHO: COVID Cases Have Tripled Across Europe as Hospitalizations Double_我的网站

A |     The European branch of the World Health Organization announced in a Tuesday memo that COVID-19 cases have tripled across the continent within the past six weeks, representing nearly half of all global infections.,Dr Hans Henri P. Kluge, WHO regional director for Europe, proclaimed in the July 19 release that it is “abundantly clear” Europe is faced with a similar situation presented last summer – “only this time the ongoing COVID-19 wave is being propelled by sub-lineages of the Omicron variant, notably BA.2 and BA.5, with each dominant sub-lineage of Omicron showing clear transmission advantages over the previously circulating viruses.”,The 53 countries within the region in question have reported nearly 3 million new positive cases of COVID-19 last week, and are averaging around 3,000 related deaths each week.,The growing number of hospitalizations once again threaten to disrupt an already strained health system in many European nations.,“With rising cases, we’re also seeing a rise in hospitalizations, which are only set to increase further in the autumn and winter months,” Kluge remarked. “This forecast presents a huge challenge to the health workforce in country after country, already under enormous pressure dealing with unrelenting crises since 2020.”,Fauci 'Likely' to Retire by End of Biden's Term18 July, 16:52 GMT,Across the pond, it is clear that many Americans have begun to accept that COVID-19 may be here to stay – as evidenced by the public’s response to the latest variant and growing commonality of re-infections.,The latest installment of the Axios/Ipsos Coronavirus Index returned that 46% of respondents said they personally had, or suspected they had, COVID at one point since the start of the pandemic.,Additionally some 78% of respondents agreed with the statement: "We will never fully be rid of the coronavirus in my lifetime.","People are focused on making ends meet. The virus has become a part of day-to-day life, it’s just a given,” said Cliff Young, president of Ipsos US Public Affairs, as reported by Axios.,Axios-Ipsos poll: We'll never be rid of COVID https://t.co/hr53YPKrN8 pic.twitter.com/ZF2QIJc8D8— ʟᴇᴏ ʜᴀɢɢᴇʀᴛʏ (@TheCampaignHQ) July 19, 2022,The Axios/Ipsos poll was conducted between July 15 and July 18, and was based on the responses of a sample of 1,155 adults aged 18 or older.。    　　8月26日早盘，黄金概念股低开高走，截至早间收盘，板块上涨2.48%，涨幅居概念板块最前列。

B | 个股方面，迪阿股份20CM涨停，白银有色、江西铜业、金诚信、深中华A、金一文化涨停，洛阳钼业、西部矿业涨超8%，高能环境涨超7%，北方铜业、飞南资源、云南铜业、湖南白银涨超6%。
　　金价持续反弹站上4700美元　　8月26日亚盘时段，COMEX黄金高开后维持震荡，截至发稿，COMEX黄金主力合约报4705.3美元/盎司，自8月初以来，累计涨幅已达14.57%。近期，黄金价格已连续向上突破4400美元、4500美元和4600美元整数关口。　　金价缘何再次重拾升势？金鹏期货表示，主要源于三个方面：一是美国7月非农意外减少、零售转负，市场基本排除年内加息的可能，美债实际收益率下跌，持有黄金的机会成本降低。　　二是美国债务突破40万亿美元，美国财政部扩大国债回购上限，美元指数跌到99下方，黄金作为信用对冲资产受到追捧。　　三是全球央行二季度净购金289吨，中国连续多月增持，韩国也重启买盘，再加上ETF资金回流、CTA空头止损形成“逼空”，投机资金回补把涨势放大了一波。　　美债危机引发资产大挪移　　美国财政部“压债”继续引发全球资产大挪移。据媒体报道，美国财政部或动用近万亿美元财政部一般账户（TGA）资金回购债券。

C | 但市场似乎不太买账，美债收益率依旧维持高位。　　行业人士称，美国财政部干预的核心是“用短期流动性换取改革时间”，虽然解决不了40万亿美元的根本赤字，但至少避免了“此刻就爆仓”的最坏情形。

D | 而华尔街对此定性为“金融抑制”，并警告这场干预的代价可能最终由美元来支付。　　市场环境发生深刻变化，也倒逼市场重新思考传统资产配置框架。

E | 东方汇理表示，对于经典的60/40资产配置组合，原本投向长久期债券的40%资金，应当在更广泛的大类资产中采取均衡布局，例如通过能源和大宗商品对冲通胀；通过黄金对冲地缘政治冲击；通过高质量企业债获取久期规避风险。　　A股方面，随着国际金价近期持续走强，贵金属相关个股走势强劲。据东方财富Choice数据，截至8月26日午盘，中信贵金属行业13只成分股全部上涨，涨幅中位数高达19.62%。其中，招金黄金、湖南白银涨幅最大，均超43%；晓程科技紧随其后，涨超41%；四川黄金、山东黄金、西部黄金涨幅居前，均超20%。

F | （文章来源：东方财富研究中心）。

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Published on:06:17:36