金吾财讯 | 黄金股盘初强势，赤峰黄金(06693)涨7.35%，潼关黄金(00340)涨6.90%，招金矿业(01818)涨5.86%，山东黄金(01787)涨5.71%，灵宝黄金(03330)涨5.72%，中国黄金国际(02099)涨3.17%。消息面上，市场等待美联储议息结果，美元偏软和避险需求带动金价向好，纽约期金收报3322.3美元，涨2.4%。中信建投表示，5月2日中国商务部正式回应称中方收到美方重启经贸谈判的信息并正进行评估，紧张的市场情绪得以缓和，金价小幅调整。继特朗普否定解雇鲍威尔的言论缓和市场情绪后，中国透露正在评估与美国重启贸易谈判的可能性，令避险需求下降；周五公布美国4月非农就业数据好于预期，令市场对美联储6月降息的预期降温，金价小幅回调。尽管市场情绪缓和，但关税谈判过程曲折，难言金价就此步入下跌通道。“对等关税”的霸权主义正在加速全球“去美元化”，全球多元化货币体系的重构，具体表现为全球央行加大对黄金的净买入，2022-2024年全球央行年购金数量均超1000吨，2025Q1央行购入量243.7吨。贸易战走向主导金价，但不确定性尚难消除，避险和货币替代的买入力量令金价呈现易涨难跌。
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