9月1日，港股黄金股集体上涨，截至发稿，中国白银集团涨超8%，招金矿业涨超7%，赤峰黄金、紫金矿业、山东黄金涨超6%。
消息面上，9月1日，现货黄金向上触及3450美元。据悉，美国总统特朗普试图罢免美联储理事丽莎·库克，此举受到法律质疑，摩根大通表示，美联储独立性持续受到威胁，以及美国非农就业数据恶化将是黄金价格的最强劲看涨催化剂，乐观情形下，摩根大通预计金价将向年底3675美元/盎司的目标价位迈进，并预计最快明年初将达到4000美元/盎司。
华西证券指出，随着关税对美国经济产生影响，消费者对通胀的担忧也将加剧，在通胀加剧之际，潜在的降息为美元贬值创造了肥沃的土壤。在通胀持续走高的环境下降息，极有可能推高金价。长期看，全球货币与债务担忧，使得黄金受益于债务和货币宽松的交易方向，“大而美”法案的通过预计提高美国3.4万亿美元财政赤字，看好未来黄金价格，受益于金价上涨，黄金资源股盈利预期增强，目前黄金股估值处于较低水平，关注黄金股配置机会。
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