智通财经APP获悉，黄金股今日回暖，截至发稿，招金矿业(01818)涨4.85%，报18.37港元；集海黄金(02489)涨4.41%，报0.71港元；赤峰黄金(06693)涨2.9%，报26.24港元；山东黄金(01787)涨2.51%，报17.58港元。
消息面上，中国6月末黄金储备报7544万盎司(约2346.446吨)，环比增加48万盎司(约14.93吨)，这是央行连续第20个月增持黄金。高盛表示，尽管面临美联储偏紧缩预期的压力，但央行买盘预计将为黄金提供底部支撑。目前需求依然强劲，据该行估算，5月份央行购金量为81公吨，三个月平均月度购金量为67公吨，远高于2022年之前17公吨的平均水平。
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。
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