4月22日，紫金矿业（02899）股价盘中大涨5.23%，引发市场关注。这一涨势与整体黄金板块的强劲表现密切相关。
消息面上，国际金价持续飙升，COMEX黄金期货与伦敦现货黄金双双突破每盎司3400美元历史高位。自4月以来，黄金期货与现货价格均累涨超8%，年内涨幅更是接近29%。美元指数创下2022年4月以来三年新低，进一步推动了黄金价格的上涨。市场分析认为，美国潜在的经济衰退风险、美债偿付风险担忧，以及全球贸易紧张局势，都增强了投资者对黄金这一避险资产的需求。
在此背景下，港股黄金股全线走强。除紫金矿业外，赤峰黄金、山东黄金、招金矿业等黄金股均出现不同程度上涨。高盛近期大幅调高了金价预测，将2025年底金价目标从3300美元/盎司提高至3700美元/盎司，甚至预计在极端情况下可能触及4500美元/盎司。这一乐观预期进一步提振了市场对黄金股的信心。值得注意的是，紫金矿业近期还新注册了《塞紫铜采矿生产数据采集与服务系统V1.0》项目的软件著作权，显示公司在技术创新方面持续推进，这可能也为股价上涨提供了一定支撑。
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