港股热门交易(8.4)| 半导体、黄金股表现强势,英诺赛科大涨超 25%

海豚投研
Aug 04

8 月 4 日热门交易行业动态及相关港股黄金板块:黄金股今天集体大涨!山东黄金、赤峰黄金都涨超 9%,紫金、招金也跟涨。为啥这么猛?三大原因:美联储降息预期再升温:上周五美国非农数据不及预期,经济放缓信号明显,市场赌 9 月可能降息。中东局势又紧张:避险资金疯狂涌向黄金,老牌"避风港"优势凸显。长期支撑稳固:全球央行买黄金的趋势没停,给金价长期撑腰。相关港股机会:$赤峰黄金(06693.HK)$...

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