今日盘中，港股黄金板块全线走强，其中赤峰黄金（06693）表现尤为亮眼，股价大涨10.83%。截至发稿，赤峰黄金报23.4港元。同时，其他黄金股也呈现上涨态势，灵宝黄金涨4.16%，紫金矿业涨3.39%，山东黄金涨2.71%，招金矿业涨2.49%。
黄金股的强势表现与国际金价的持续攀升密切相关。COMEX黄金期货价格在回踩3000美元整数关口后再创历史新高。多重因素支撑金价上涨，包括地缘政治不确定性引发的避险需求、美联储降息周期、通胀压力以及全球经济体从合作走向对抗等。中信建投在其研报中指出，这些因素共同推动金价上行，预计黄金股有望迎来修复。
展望未来，多家知名投行对金价持乐观态度。高盛将2025年底黄金价格预测从3100美元/盎司上调至3300美元/盎司，并表示在极端情况下，金价可能突破4200美元/盎司。摩根士丹利分析师则认为，在美联储降息背景下，今年国际金价可能升至3300~3400美元/盎司。分析师指出，各国央行增加黄金储备和投资者买入黄金是推升国际金价的两大主要因素，而目前实物需求稳定，资金流入ETF可能刚刚开始，这些因素都将继续支撑金价走高。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.