4月22日消息，港股黄金股集体高开，开盘后多股继续拉升，截止发稿龙资源涨超15%，赤峰黄金涨超14%，山东黄金涨超8%，灵宝黄金、潼关黄金涨超7%，招金矿业等涨超5%。

　　消息面上，美元指数跌破98关口，创2022年3月以来首次。国际金价屡创新高，现货黄金突破3400美元关口，最高涨至3444.41美元，续创历史新高，今年迄今累涨超30%

　　天风证券发布研报称，当下黄金股估值处于五年期20%分位，板块修复兼具空间与动力，黄金股“剪刀差”收敛迎来窗口期。该行指出，特朗普对全球大幅加征关税，市场对美国经济衰退风险、美债偿付风险的担忧增强，随着美元指数快速下行，市场在美元信用弱化的叙事上形成合力，金价分歧的结束打开了金企的估值空间。随着金价大幅上行，黄金股业绩增长获得更高的高度与久期成为大概率事件，市场对投资金企的信心增强。

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责任编辑：王若云

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