金吾财讯 | 黄金股延续近期升势，截至发稿，山东黄金(01787)涨4.20%，珠峰黄金(01815)涨3.38%，招金矿业(01818)涨3.04%，灵宝黄金(03330)涨2.59%，紫金黄金国际(02259)涨2.44%，赤峰黄金(06693)涨2.20%，潼关黄金(00340)涨2.07%。国泰海通发研报指，贵金属方面，库存扰动持续，白银价格持续上行。上周欧洲央行保持利率不变，日本央行加息25个基点，但对国际市场流动性冲击有限，此外，美国通胀数据走低、失业率数据走高。上周黄金价格温和上涨，伦敦现货白银价格突破66美元/盎司，铂钯价格稳步上行。展望2026年，该机构认为央行购金和黄金ETF持仓份额上升，美联储仍有降息预期，且日本加息的背景下，美元指数走弱或将持续，多因素支撑黄金价格。短期关注俄乌谈判带来的地缘政治风险下行，另外白银库存短缺持续存在，价格或将偏强运行。
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