周二盘中，灵宝黄金（03330.HK）股价大涨10.18%，报10.28港元，引发市场关注。与此同时，整个黄金板块呈现全线上涨态势。
这波涨势主要受国际金价大幅上涨的推动。COMEX黄金期货与伦敦现货黄金双双突破每盎司3400美元的历史高位，年内累计涨幅已接近29%。美元指数创下自2022年4月以来的三年新低，进一步推高了金价。市场分析认为，特朗普提出的关税政策引发了对美国经济衰退和债务偿付风险的担忧，从而增强了黄金的避险吸引力。
值得注意的是，高盛已大幅上调了其金价预测，将2025年底的目标价从3300美元/盎司提高至3700美元/盎司。同时，天风证券指出，当前黄金股估值处于五年期20%分位，存在较大修复空间。随着金价持续上涨，预计黄金企业的业绩增长将获得更高的增长潜力，这可能会进一步提振投资者对黄金股的信心。
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