周一盘中，灵宝黄金（03330.HK）股价大涨5.23%，引发市场关注。这一涨势与近期国际黄金价格持续攀升密切相关。
据悉，现货黄金价格近期再创新高，收于3084.33美元/盎司，创下今年第18个纪录高位。中信证券分析认为，黄金价格上涨主要受海外市场衰退交易与关税恐慌交易影响。该券商预计，考虑到通胀、经济增长、关税及地缘政治等多重因素，当前黄金牛市行情可能仍未结束。
中信证券还指出，二季度至年中，海外市场可能持续出现类滞胀交易的主线，有利于黄金表现。此外，关税和地缘冲突对黄金的影响仍在持续。从资金面来看，虽然黄金多头对黄金走势的影响已达历史最高水平，但交投规模和热度尚未达到历史"最拥挤"区间，资金仍有进一步加仓空间。这一分析为黄金相关股票，如灵宝黄金等提供了积极的市场预期，可能是推动其股价上涨的重要因素。
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