金吾财讯 | 贵金属早盘普遍走高，中国黄金国际(02099)涨8.8%，中国有色矿业(01258)涨4.48%，江西铜业股份(00358)涨4.09%，紫金矿业(02899)涨3.03%，五矿资源(01208)涨2.79%，中国大冶有色金属(00661)涨1.8%，招金矿业(01818)、灵宝黄金(03330)涨逾1%。中信建投证券研报认为，金银等贵金属和加密货币在国庆中秋假期迎来大涨。国际金价大涨的背后主要是由美国政府停摆引发的短期波动、日本政治更迭带来的短期不确定性、美联储持续降息预期和全球央行持续购金共同推动的。美国政府关门扰动、未来降息和衰退的预期使得全球投资者对美元信用和美国主权债务的担忧进一步上升，这推动了金银等贵金属和比特币价格进一步走高。与此同时，供给短缺和算力革命逻辑下，铜价近期也明显走强。建议关注金银铜等有色板块投资机遇。
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