港股异动 | 黄金股午后拉升走强 国际金价止跌反弹 机构对黄金长期维持乐观展望

智通财经
13 May

智通财经APP获悉,黄金股午后拉升走强,截至发稿,潼关黄金(00340)涨9.65%,报1.25港元;赤峰黄金(06693)涨5.39%,报25.4港元;山东黄金(01787)涨4.98%,报23.2港元;灵宝黄金(03330)涨4.65%,报8.77港元;招金矿业(01818)涨3.22%,报17.96港元。

消息面上,5月13日,国际金价止跌反弹,现货黄金向上触及3250美元,日内上涨0.67%。华泰期货认为,目前美联储暂时按兵不动,不过其他央行则仍有降息的动作。而英美目前已经达成贸易协议,中美争端也明显缓和,市场风险情绪随之回升,美股以及美元表现近期偏强,因此黄金或暂时呈现震荡格局。不过就长期而言,则依然维持乐观展望。另外,当前市场关注将于今晚公布的美国4月CPI数据。

中金指出,展望年内,该行认为黄金价格合理中枢或高于年度展望中的预测,主要基于以下两点考虑:第一,美国宏观经济政策不确定性为经济增长带来的不利影响可能仍待显现,叠加关税加码或推升通胀担忧、限制美联储的降息决策,美国经济放缓压力和通胀中枢可能高于该行此前预期。第二,特朗普政府政策不确定性可能进一步强化逆全球化下的资产组合多元化诉求,叠加地缘局势不确定性上升,或为政府和私人部门对贵金属资产的实物配置诉求形成支撑。

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