金价收复5200美元,小金属概念异动,有色金属ETF基金(516650) 涨1.85%

中金财经
Feb 25

  2月2日早盘,金价早盘异动走强,COMEX黄金期货价格一度收复5200美元整数关口,目前交投于5197美元附近,黄金有色相关产品纷纷走强,截至9:55,黄金ETF华夏(518850)涨0.03%,黄金股ETF(159562)涨0.6%,有色金属ETF基金(516650) 涨1.85%,其持仓股云南锗业涨停,驰宏锌锗锡业股份涨超7%,北方稀土北方铜业等股纷纷走强。消息面上,美国正式开始征收10%全球关税,白宫正在准备把税率提高到15%的正式命令。有消息称,美国政府还在考虑以“国家安全”为由,对六个行业加征新一轮关税,涉及大型电池、铸铁及铁制配件、塑料管道、工业化学品以及电网和电信设备等领域,并将独立于15%全球关税。瑞达期货分析指出,展望后市,贵金属短期仍将围绕美联储政策拐点、美元走势与地缘风险三条主线波动,在全球地缘政治不确定性高企、法定货币信用预期走弱、央行持续扩增黄金储备的背景下,贵金属中长期牛市框架并未发生明显松动,整体仍以逢低布局思路对待。有色金属ETF基金(516650)跟踪中证细分有色金属产业主题指数,聚焦黄金及铜铝等工业金属、稀土与钨钼等小金属,在黄金波动加剧、资产配置再平衡的大背景下,有色金属板块兼具“商品属性”与“成长属性”,有望成为资金关注的方向。 AI浪潮叠加再工业浪潮驱动铜铝等有色金属需求扩张,而供给端增量受限,供需错配下,铜铝价格中枢有望上移,仍值得关注,或可逢低逐步布局。    

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