金吾财讯 | 黄金股普升，紫金矿业(02899)涨5.51%，中国白银集团(00815)涨4.76%，中国黄金国际(02099)涨3.59%，珠峰黄金(01815)涨2.98%，赤峰黄金(06693)涨2.65%，山东黄金(01787)涨2.55%，灵宝黄金(03330)涨2.10%，潼关黄金(00340)涨1.62%，招金矿业(01818)涨0.47%。
中信证券研报称，鲍威尔鸽派发言后，美股市场“降息交易”的主线重新明确，“补涨”的交易逻辑将主导接下来的美股市场。该机构延续此前观点，认为类似于2024年7月“降息交易”中对利率敏感的罗素2000、标普500房地产和纳指生物技术上涨的行情或将再度上演。
该机构指，美元指数和美债利率方面，市场对美联储年内降息预期（2次）与该机构的观点（3次）仍有一定距离，该机构预计美债利率和美元指数仍有小幅下行空间。非美权益方面，鲍威尔鸽派发言和较弱美元预计能提振全球权益市场风险偏好。黄金方面，降息预期提振利好金价，但需警惕俄乌可能达成协议带来的利空。
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