金吾财讯 | 黄金股震荡走强，截至发稿，珠峰黄金(01815)涨6.44%，，赤峰黄金(06693)涨4.30%，潼关黄金(00340)涨3.66%，灵宝黄金(03330)涨3.34%，山东黄金(01787)涨2.87%，招金矿业(01818)涨2.31%，中国黄金国际(02099)涨2.13%，集海资源(02489)涨1.47%。消息面上，截至发稿，黄金现货突破4000美元大关，涨1.27%，报4051美元/盎司。中信证券发布研究报告称，2026年预计流动性宽松以及供给侧约束将继续作为能源与材料产业商品方向的投资主线，给贵金属、工业金属和部分化工品如铬、制冷剂等行业带来利好。在此基础上，中美博弈持续深化战略金属投资价值，看好稀土、钨等品种，国内反内卷主线下，煤炭、钢铁、硅等产品价格或迎来触底反弹，板块或具备底部布局价值。此外，需求高景气有望推动锂、钾肥等品种走出上涨趋势。Britannia Global Markets金属主管尼尔·威尔士（Neil Welsh）表示，金价在4000美元附近的震荡反映出“基本面与技术面的拉锯”：“央行购金与避险需求为金价提供支撑，但美元强势与部分获利了结带来短线压力。下次美联储会议的基调或成为突破口——若市场确认更深层降息周期，黄金可能突破盘整区间。”
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