黄金板块普升 哈莫尼黄金(HMY)涨7.51% 美国非农就业数据不及预期推高金价

金吾财讯
Jul 02

金吾财讯 | 黄金板块普升,哈莫尼黄金 (HMY) 涨 7.51%,科尔黛伦矿业 (CDE) 涨 6.92%,埃氏金业 (EGO) 涨 6.96%,Equinox Gold (EQX) 涨 6.56%,金田 (GFI) 涨 6.00%,泛美白银(PAAS)5.01%,纽曼矿业(NEM)涨3.64%。消息面上,低于预期的美国非农就业数据提振了黄金价格,金价在报告发布前小幅下跌后,目前上涨2%。美国劳工统计局数据显示,6月份仅新增5.7万个非农就业岗位,低于分析师此前预测的11.5万个。这一意外数据推动股市和大宗商品价格上涨,报告缓解了市场对未来加息的担忧,美联储主席沃什的讲话也淡化了市场对利率的担忧。交投最活跃的白银也上涨,涨幅达4%。世界黄金协会正式发布《2026 年全球黄金市场年中展望》,协会依托供需估值框架测算得出,当前黄金价格与全球宏观市场一致预期基本匹配,报告同步列明主流机构统一宏观预判基准,年内美联储、英国央行、日本央行、欧洲央行均存在加息计划,美联储加息时点大概率落在 10 月;2026 年全球 GDP 同比增速 2.9%,美国增速 2.1%,持平 2000 年均值;美国二季度通胀触顶至 3.9% 附近后小幅回落,全年全球通胀均值 4.3%;美伊冲突阶段美元走强,冲突缓和后多空分歧加剧,下半年美元走势缺乏明确方向。报告强调黄金属于全球性流通大宗商品,定价由全球供需与跨境资金共同决定,美债利率、美元强弱仅为影响变量,无法单独主导金价运行。

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