金吾财讯 | 港股黄金股持续走强，截至发稿，中国黄金国际(02099)涨12.90%，灵宝黄金(03330)涨10.41%，赤峰黄金(06693)涨9.83%，紫金黄金国际(02259)涨8.36%，山东黄金(01787)涨7.25%，招金矿业(01818)涨7.02%，紫金矿业(02899)涨5.18%，中国白银集团(00815)涨3.77%。消息面上，世界黄金协会7月1日发布《2026年全球黄金市场年中展望》表明，若无重大基本面突变，下半年黄金大概率在4100美元/盎司上下±5%的区间内震荡。其情景测算显示，满足催化条件后金价有望上行至4500美元/盎司；只有出现极强、持续性利好信号，才会推动金价站稳5000美元上方。世界黄金协会表示，金价再度开启上行通道具备可行性，但需要清晰、强力的催化剂，主要来自三方面：经济或地缘局势持续恶化；市场降息预期反转，加息预期大幅降温；长期配置型资金持续入场。协会强调，各国央行持续购金、全球长线配置资金入场构成结构性底部支撑，大幅限制深度回调空间。在地缘与政策充满不确定性的全球环境下，黄金依旧具备战略抗波动资产属性。
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