智通财经APP获悉，黄金股早盘走高，截至发稿，紫金黄金国际(02259)涨5.04%，报104.2港元；灵宝黄金(03330)涨3.22%，报15.73港元；集海黄金(02489)涨2.9%，报0.71港元；紫金矿业(02899)涨1.92%，报30.78港元。
消息面上，美国6月CPI、PPI数据不及预期，投资者大幅削减了对美联储7月加息的押注，国际金价维持震荡态势。星展表示，在央行购金等长期逻辑支撑下，预计黄金今年仍有上升空间，年底有望达到5300美元/盎司。
中泰证券发布研报称，关于黄金投资，一方面我们始终强调商品端的投资价值；另一方面，权益端经历上半年的深度回调之后，当前矿产金公司估值水平已较年初大幅回落至低位，具备较高的赔率。后续除了估值修复的行情外，有望进一步享受金价上行带来的价格弹性。同时金价上涨的过程，本身也在持续增强黄金股投资的胜率。建议投资者积极关注矿产金企业的投资机会。
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