6月30日，黄金失守4000美元，港股黄金股集体走弱， 招金矿业、 灵宝黄金、 山东黄金、 赤峰黄金、 老铺黄金、 中国黄金国际等多只黄金相关个股下跌。
Maybank分析师观点称，金价回落主要受到美元偏鹰派重新定价影响。美联储最新会议后，市场对美元的信心有所恢复，美元走强对黄金价格形成压力。黄金本身不产生利息收益，美元和利率预期变化会直接影响黄金价格表现。当市场重新交易美元走强或利率维持偏高时，黄金的吸引力通常会下降，黄金股也会跟随金价波动承压。
Business Insider报道显示，机构对黄金后续走势出现分化。UBS仍预计未来一年金价有上涨空间，同时提到，高盛和ING近期已经下调2026年末黄金目标价。对港股黄金股来说，金价短线走弱叠加机构预期分化，是今日板块回调的主要背景。
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