智通财经APP获悉，黄金股继续承压，截至发稿，赤峰黄金(06693)跌2.82%，报28.9港元；山东黄金(01787)跌2.78%，报22.4港元；潼关黄金(00340)跌2.44%，报2港元；中国黄金国际(02099)跌2.19%，报147.2港元。
消息面上，6月5日，现货黄金震荡走低，向下跌破4450美元。今年二季度以来，美国通胀数据反复反弹、就业市场韧性超预期，叠加全球能源价格再度走强，市场对美联储货币政策的预期已发生根本性逆转。值得关注的是，美国劳工统计局今晚将公布5月非农就业报告。这份数据被视为美联储6月议息会议前最重要的经济指标之一，将直接影响市场对美国经济和利率路径的判断。
中信期货认为，短线黄金维持震荡调整，高利率预期仍限制黄金涨幅；关注美伊谈判进展、海峡复航及6月5日将公布的非农数据等指引。后续情绪修复关注两种场景。1）若海峡复航、油价持续回落，或高利率的负反馈出现，美联储鹰派预期有望边际松动，为贵金属带来上行驱动。2）若通胀保持粘性，但美联储不转向实质加息，也可能带来实际利率的向下，对黄金构成利多。黄金长期趋势维持乐观。
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