金吾财讯 | 黄金板块部分走高，坛金矿业(00621)涨6.00%，万国黄金集团(03939)涨5.80%，招金矿业(01818)涨4.91%，紫金矿业(02899)涨4.84%，赤峰黄金(06693)涨2.32%，山东黄金(01787)涨1.53%，紫金黄金国际(02259)涨1.37%。
消息面上，周一现货黄金价格大幅上涨1.4%，最终收报每盎司4570美元，6月期金也同步走高，随着美国和伊朗在卡塔尔多哈展开实质性谈判，霍尔木兹海峡有望重开的消息迅速点燃市场情绪，油价应声重挫近7%缓解通胀担忧并降低美联储加息预期，美元指数同步走弱，给金价提供上涨动能。
中邮证券认为，金价阶段调整后有望继续上行。尽管一季度伦敦金价创新高后短期回落，但沪金价维持高位。中国央行在金价调整期持续增持黄金，体现其长期配置价值。此外，美国债务压力及赤字率维持高位，黄金对美债的替代逻辑也在增强。
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