港股异动 | 黄金股涨幅居前 美伊均释放停战信号 美元美债回落缓解金价压力

智通财经网
Apr 01

智通财经APP获悉,黄金股涨幅居前,截至发稿,潼关黄金(00340)涨6.92%,报3.09港元;紫金黄金国际(02259)涨6.66%,报185.7港元;紫金矿业(02899)涨5.53%,报36.26港元;灵宝黄金(03330)涨5.04%,报27.1港元。

消息面上,3月31日,受美伊双方都表态愿意结束冲突的影响,布伦特原油价格尾盘跳水,金价尾盘大幅拉升。机构表示,战争结束有望压低油价,也使得美元和美债收益率有所回落,使得黄金的压制力量阶段性缓解。不过黄金短期波动仍然较大,需观察美伊冲突进展、油价和美元走势等。

高盛认为,黄金此次下跌"已明显超调",市场高估了通胀,而低估了增长下行;随着价格趋稳,预计央行的购金行为将重新提速,月均采购量约为60吨;叠加今年有望再降息两次,维持2026年底金价目标价5400美元/盎司。

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