金吾财讯 | 黄金股全线受压，灵宝黄金(03330)跌7.58%，赤峰黄金(06693)跌6.68%，紫金黄金国际(02259)跌6.13%，招金矿业(01818)跌3.90%，潼关黄金(00340)跌2.88%，集海黄金(02489)跌2.86%，珠峰黄金(01815)跌2.68%，山东黄金(01787)跌2.44%，紫金矿业(02899)跌2.33%。华西证券表示，整体看，尽管美元指数走弱提供了一定支撑，但由于美联储官员维持利率稳定的鹰派立场，加之金价较此前战争爆发初期仍有回撤，短期内黄金正处于地缘溢价消退与避险底价重构的拉锯期。东吴证券表示，随着美伊和谈进展顺利，以及美国通胀指标低于预期，美联储于2026年内降息窗口重新打开，美元指数本周环降0.49%，贵金属价格受益于名义利率预期下行而持续走高。展望后续，该机构认为市场已经完全度过了油价的脉冲上行带来的恐慌抛售阶段，此后市场将更关注油价中枢的上移带来通胀端的变化，以及美联储领导层的更迭带来的货币政策的变化，基准情景下，该机构认为美国整体的财货双宽政策并不会短期改变，维持贵金属震荡走高的基准判断。
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