港股异动 | 油价中枢抬升引发通胀担忧 潼关黄金(00340)跌近4% 中国白银集团(00815)跌超3%

智通财经网
May 05

智通财经APP获悉,黄金股集体走软,截至发稿,潼关黄金(00340)跌3.81%,报2.78港元;中国白银集团(00815)跌3.53%,报0.41港元;山东黄金(01787)跌2.55%,报27.54港元;紫金黄金国际(02259)跌2.5%,报147.9港元。

消息面上,中东紧张局势再度升级,原油价格飙升和美元走强促使金价4日大跌,纽约商品交易所6月黄金期价每盎司跌破4600美元。不过,华源证券认为,油价中枢抬升带来的通胀预期回摆正在压缩市场对美联储快速降息的乐观定价;与此同时增长预期边际走弱、美国经济衰退概率上升又在不断强化黄金作为避险资产和政策对冲资产的配置价值。该行认为当前黄金并不完全依赖“美联储立刻降息”这一单一前提,而是在“高通胀黏性”与“增长下修压力”并存的环境下获得了更稳固的中期支撑。

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