


一 | 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。 Maui County officials released two hours of audio of 911 calls to The Associated Press that were recorded as frantic residents tried to escape the deadliest U.S. wildfire in a century. The inferno that engulfed Lahaina killed at least 98 people and leveled more than 2,000 buildings, most of them homes.Here are chronological summaries of some of the more than 200 calls recorded with 911 dispatchers between 3:30 p.m. and 5:30 p.m. on Aug. 8 obtained by the AP.___3:31 p.m.A woman called to ask if she had to evacuate. When she said she was on Front Street and Baker Street, an area in the historic heart of the town that would ultimately be razed by the flames, she was told she didn’t have to leave.“That’s not close to it yet,” an audibly stressed dispatcher said before adding they were trying to answer all the calls coming in.___4:41 p.m.A man called 911 saying he was seeking refuge in a big rig truck that he came across near the Pioneer Mill Smokestack just off Lahainaluna Road. He said he initially tried to escape by bike but ditched it when the fire became too intense. Vehicles were blowing up around him, he said.The dispatcher asked if he could drive the rig to get away from the fire. When he said he didn’t know how to drive an 18-wheeler, she asked him why he was in it.“Ma’am, I need help, OK!” he said. “I’m getting burned up here.”The man said he was inhaling the pitch black smoke surrounding the truck. Near the end of the call, the panic in his voice rose notably.“I’m running for it. Jesus Christ,” he said. “Oh my God. I don’t know what to do. ... I gotta get outta here. I gotta do something.”The man called back about 15 minutes later to say he had made it out of the truck and was OK.___4:42 p.m.A caller who sounded like a little girl called from near Aki Street.“The fire’s all over already. It’s all over Lahainaluna,” she said in a voice wrought with panic. Shrieks were heard in the background as other people frantically debated what to do. At one point, it seemed they were saying, “dead end.”“You guys need to leave. If you can’t drive away, get out of the car and run,” the dispatcher said. “Do not stay in your car and wait. Get out of there. You guys need to worry about your bodies, not your car.”___4:44 p.m.A caller could barely get her words out between sobs. She said she last saw her mom and her baby on Kahena Street, near Lahainaluna Road.“Do you think they’re there still,” the dispatcher asked.“I don’t know,” she said, overcome by tears. “My mom just took her to go up the road because we thought it was safer.”The dispatcher tried to gently reassure her that officers were in the area. But when she asked how old her mom was, the call dropped.___4:49 p.m.A man called to say he and his wife were trapped because she couldn’t get down the four flights of stairs in their apartment building.The dispatcher said the best they could do was alert police, and then asked if the man had any neighbors who could help.“They’re a bunch of girls, they’re not very strong. I don’t think they could help my wife down the steps,” he said.“Let me try my best to get a hold of somebody,” the dispatcher said, “and try to send them your way.”___4:52 p.m.A woman called from Front Street and Baker Street to say she was trapped in traffic. Saying the fire was half a block away from her car, she asked where she could drive to safety because the smoke was too thick to get out and walk.When the dispatcher told her to go north to the Lahaina Civic Center, she said they were stuck and didn’t have any way to make it there.“Neither does anybody else at that point, right?" the dispatcher said. “We’ve got all these huge fires going on. If everybody just tries to stay calm and try to do things in an orderly fashion, that’s the best we can do at this point.”The caller then asked if they should turn around and head south on Front Street instead.“No. Just keep going the way you’re going,” the dispatcher said, “don’t just turn around and make it worse, you know what I mean? So if you gotta go slowly, just keep plugging away.”___4:55 p.m.Another caller from that intersection said she and many others were terrified because they were stuck in their cars.“We are caught in massive traffic and we’re covered in ashes and embers and there’s a lot of people honking and trying to get out of the road,” she said. “The ashes are engulfing our car and the flames are going on our car.”When she asked if there was anything the emergency services could do, such as clear the road for the trapped cars, the dispatcher said the fire department and other officers were on their way to the area.“I’m sorry. We’re trying to get somebody out there,” the dispatcher said.___4:56 p.m.A dispatcher briefly chastised one man when he called to report his elderly parents were stuck in their burning home."Why did they not call us direct? They should have called us direct,” the dispatcher said, saying that would make it easier to find their location. She also said the man should have told them to leave the house sooner.“Yes, we’ve been trying to tell them. My dad was trying to fight the fire,” the man said. “The last words he said is, ‘I love you. We’re not going to make it.’”。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 | 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。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。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。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%。
(文章来源:东方财富研究中心)。
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