黄金股午后集体下挫 灵宝黄金(03330)跌4.60%、珠峰黄金(01815)跌3.61%

金吾财讯
Jun 03

金吾财讯 | 港股黄金股午后集体下挫,截至发稿,集海黄金(02489)跌5.88%,灵宝黄金(03330)跌4.60%,珠峰黄金(01815)跌3.61%,潼关黄金(00340)跌3.27%,赤峰黄金(06693)跌3.11%,中国白银集团(00815)跌3.03%。消息面上,据新华社援引伊朗媒体新近报道,霍尔木兹海峡船舶通行许可申请系统已全面开放,全球船东和船长可在全天24小时任何时段提交通行申请。截至发稿,现货黄金日内下跌0.4%,最新报4471美元/盎司。不过,据新华社6月3日报道,欧洲中央银行2日发布报告称,截至2025年年底,黄金在全球官方储备资产总额中的占比已升至27%,超越美国国债,成为全球官方储备第一大资产。报告指出,美国国债在全球官方储备资产中占比降至22%,其他以美元计价的储备资产占比为20%,欧元储备资产占比为15%。报告认为,黄金储备占比的大幅提升首先归因于估值效应。得益于国际金价在2024、2025年连续井喷式上涨,黄金资产价值水涨船高,从而在全球官方储备中取得更大份额。与此同时,国金证券研究亦表示,去年黄金的三条支撑逻辑均出现阶段性弱化,但并非完全失去上行的可能。若美联储重新释放宽松信号、AI行情再次泡沫化,或特朗普在中选前重新突破制度边界并损伤美元信用,黄金仍可能回到前高,甚至创新高。从配置角度出发,去年黄金上涨过快、波动较高,而今年进入降波盘整,反而可能为中长期资金提供更合适的增配窗口。

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