黄金珠宝金价波动不改龙头长期成长：今年以来，金价出现较大幅度波动，COMEX 黄金开年至1 月29 日涨幅为12.28%，但1 月30 日单日取得跌幅8.35%。当前金价波动对板块虽有短期情绪影响，但在当前行业增长逻辑转向依赖品牌建设、工艺创新和文化叙事能力带来的“α收益”下，预计实际基本面影响相对平稳。一方面，参考2013 年金价回调后带来抢购潮并延续数月的投资购买热情，投资金业务为主的企业短期...
Source Link黄金珠宝金价波动不改龙头长期成长：今年以来，金价出现较大幅度波动，COMEX 黄金开年至1 月29 日涨幅为12.28%，但1 月30 日单日取得跌幅8.35%。当前金价波动对板块虽有短期情绪影响，但在当前行业增长逻辑转向依赖品牌建设、工艺创新和文化叙事能力带来的“α收益”下，预计实际基本面影响相对平稳。一方面，参考2013 年金价回调后带来抢购潮并延续数月的投资购买热情，投资金业务为主的企业短期...
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