【贵金属板块大涨 上市公司盈利集体高增】8月5日，A股贵金属板块集体走高，行业指数上涨7.72%，四川黄金涨停，晓程科技上涨11.89%，中金黄金、赤峰黄金上涨超8%。消息面上，贵金属期货主力合约大幅上涨，铂上涨9.18%，钯上涨8.51%，沪银、沪金分别上涨7.08%、3.1%，涨幅在国内期货中居前。海外贵金属市场同步走高，截至发稿，伦敦金现货再度突破4100美元/盎司，涨幅逾2%，伦敦银现货盘中一度上涨超4%。本轮贵金属涨价主要受美元走弱、美联储加息预期降温因素影响。美元指数近七个交易日下跌约1.6%，为以美元计价的贵金属提供了额外支撑。中信证券研报认为，展望后市，预计霍尔木兹海峡局势对黄金价格的影响将从压制转变为助推，美联储货币政策可能比市场预期更乐观，叠加美国军费暴涨推高赤字，预计年内黄金价格将回到上行通道。据证券时报·数据宝统计，目前A股中贵金属板块已有8只个股公布半年度业绩预告，按业绩预告净利润下限计算，预计净利润增幅均在40%以上，行业景气度持续向好。其中，招金黄金、西部黄金预计增幅超过200%。从资金面上来看，8月以来中金黄金、赤峰黄金、西部黄金、山东黄金4只贵金属股获融资净买入，其中，中金黄金获融资净买入1.09亿元居于首位。
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