港股异动丨黄金股大涨 灵宝黄金、招金矿业涨7.8% 地缘风险缓和与金价企稳

中金财经
Jun 15

  港股黄金股大幅度上涨,其中,紫金黄金国际大涨超13%领衔,紫金矿业大涨超8%,灵宝黄金招金矿业涨7.8%,中国黄金国际潼关黄金涨超7%,赤峰黄金涨6.6%,山东黄金涨5.5%,珠峰黄金集海黄金跟涨。   消息上,美国与伊朗达成临时和平协议后,亚洲早盘时段黄金价格上涨,现货黄金向上触及4310美元/盎司,日内大涨2.21%。   中信期货报告称,美伊和谈短期地缘缓和信号已足够驱动市场对紧缩预期的修正,分母端改善直接利好对利率敏感的有色板块估值修复。华福证券指出,中长期而言,全球关税政策和地缘政治不确定性背景下,避险和滞涨交易仍是黄金交易的核心,长期配置价值不改。          

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