3月17日，港股黄金股盘中走强，灵宝黄金、紫金黄金国际涨超5%，赤峰黄金涨超4%，潼关黄金、中国黄金国际、招金矿业涨超3%。
消息面上，3月17日，现货黄金回升至5020美元上方，最高触及5029.73美元/盎司。隔夜，受霍尔木兹海峡运输受阻有望缓解消息影响，国际油价回落，美元回落。值得关注的是，当地时间3月17日（周二），为期两天的美联储议息会议在美国华盛顿特区正式召开。这是自美以对伊朗发动空袭以来的首次会议。
中邮证券认为，长期来看，冲突可能引发油价中枢上移，通胀预期同样上移，滞胀可能成为未来市场的主旋律，叠加沃什缩表政策的实施，会对长端美债带来难以对冲的风险，黄金值得增配。
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