港股异动 | 黄金股集体走低 赤峰黄金(06693)跌超7% 国际金价暴跌至两周低点

智通财经
May 02

智通财经APP获悉,黄金股集体走低,截至发稿,潼关黄金(00340)跌6.72%,报1.11港元;赤峰黄金(06693)跌5.29%,报24.15港元;灵宝黄金(03330)跌2.92%,报8.31港元;山东黄金(01787)跌2.63%,报22.2港元。

消息面上,商务部新闻发言人就中美经贸对话磋商情况答记者问,中方注意到美方高层多次表态,表示愿与中方就关税问题进行谈判。同时,美方近期通过相关方面多次主动向中方传递信息,希望与中方谈起来。对此,中方正在进行评估。金价暴跌至两周低点,现货黄金盘中跌破3230美元/盎司。

银河证券表示,本周特朗普释放“贸易战”缓和信号,并表明无意解雇美联储主席鲍威尔,市场避险情绪下降,且俄乌冲突和谈出现进展,使黄金价格在连续上涨后高位回调。虽然金价在短期的大幅上涨后波动风险加大,但中期看美国加征关税后加大美国经济衰退概率,与中美贸易战可能将持续反复的宏观与地缘政治风险下,全球黄金ETF基金以及全球央行有望持续净购入黄金,推升黄金价格。且从全球黄金ETF基金的历史持有黄金量峰值以及发展中国家央行相对于发达国家央行的黄金资产配置占比看,全球黄金ETF基金与全球央行仍有较大的黄金增持空间。

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