金吾财讯 | 黄金股全线走高，山东黄金(01787)涨5.06%，赤峰黄金(06693)涨3.88%，灵宝黄金(03330)涨3.47%，紫金矿业(02899)涨3.11%，中国黄金国际(02099)涨2.73%，招金矿业(01818)涨2.02%。消息面上，华泰证券表示，美联储9月FOMC会议如期降息25个基点，点阵图显示年内还将降息50个基点，符合市场预期。短期由于降息利好已被充分定价，黄金可能面临“卖事实”的回调压力。本次降息属于预防式降息，参考24年9月降息后的情况，金价可能在降息之后一定时间形成“阶段性”顶部。该机构认为中长期黄金配置价值不变，一方面，联储在经济上调、通胀粘性的背景下仍延续降息路径，叠加市场对2026年鲍威尔任期结束后联储可能更宽松的预期，长期美经济滞胀的隐忧仍在。另一方面，在全球格局重塑的年代，去美元化趋势、地缘政治风险以及投资组合多元化的需求，都在推动全球央行和机构投资者持续增配黄金。德意志银行预计，由于美联储降息及央行购金，黄金将延续其破纪录的涨势，2026年黄金均价将达到每盎司4000美元。
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