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　　9月1日消息，港股黄金股普涨，中国白银集团涨超10%，招金矿业涨超6%，山东黄金、灵宝黄金、赤峰黄金、中国黄金国际涨超5%，紫金矿业、潼关黄金涨超3%，珠峰黄金涨超2%。

　　长江证券发布研报认为，金价确认突破季度箱体，重视贵金属补涨。三重催化助力金价突破：1）降息预期强化，鲍威尔在杰克逊霍尔年会上释放鸽派信号，市场对9 月降息概率预期升至近90%；2）地缘避险重回，俄乌局势短暂紧张推升避险需求，特朗普对印度加征50%关税引发贸易摩擦担忧；3）央行购金延续，全球央行连续9 个月增持黄金，中国7 月维持净购入。维持围绕9 月第二轮降息黄金股或有望在金价、估值、风格三维度迎季度级共振，建议切换增配。

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