高盛：晶片短缺導致汽車行業需求受限 預計鉑和鈀供應將有溫和過剩

【彭博】-- 高盛預計，隨著全球半導體短缺抑制汽車行業需求，鈀和鉑市場今明兩年料有溫和過剩。

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用於汽車發動機催化轉化器的這兩種金屬在截至9月底的五個月連續下跌，因半導體晶片短缺限制了汽車生產，不過最近價格有所反彈。高盛分析師Mikhail Sprogis和Jeffrey Currie在10月14日的報告中表示，由於短缺問題，汽車市場在2023年之前不會正常。

儘管存在短期需求回落，但高盛對貴金屬的看法相對樂觀。該行對鈀價未來12個月的看法持中性看法，目標價為每盎司2,150美元，略高於當前水平，因為預計市場將在低庫存的支撐下轉向平衡。高盛更看好鉑價，12個月目標價為每盎司1,200美元，比目前水平高出約13％。

原文標題Goldman Sees Chip Scarcity Creating Platinum, Palladium Surplus

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