异动解读 | 赤峰黄金盘中大涨5%,受金价上涨及美联储降息影响

异动解读
Oct 30, 2025

港股市场今日呈现强势,其中黄金股表现抢眼。赤峰黄金(06693)盘中大涨5%,引发市场关注。

消息面上,全球金价出现上涨。据报道,现货黄金上涨0.5%,至每盎司3,949.47美元。这一涨势主要受到美联储最新降息决策的影响。美联储于10月30日凌晨宣布降息25个基点,这是自2024年9月开启降息周期以来的第五次降息,也是2025年以来的第二次降息。美联储的降息决策通常会提振黄金等贵金属的价格。

在此背景下,港股黄金股集体走强。除赤峰黄金外,紫金矿业涨超5%,中国黄金国际涨超4%,招金矿业、灵宝黄金等黄金股也普遍上涨。这表明投资者对黄金板块的整体看好情绪。值得注意的是,赤峰黄金近期港股通持股比例有所增加,显示资金对该股的兴趣增强。根据最新数据,赤峰黄金港股通持股比例增加0.66%,达到47.55%。

分析人士指出,美联储降息周期往往会推动黄金价格上涨。历史数据显示,自2000年以来的四轮美联储降息周期中,黄金价格均有所上涨。当前这轮降息周期中,黄金价格涨幅已达约55%,远超前几轮降息周期。部分券商仍看好黄金中长期走势,认为全球避险资产不足和美元信用折价的大逻辑未改变,金价有望维持向好态势。

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