黄金股集体上攻 金田(GFI)涨10.85% 美国非农数据不增反降刺激国际金价走高

金吾财讯
Aug 07

金吾财讯 | 美股黄金股集体上攻,截至发稿,B2GoldBTG)涨12.35%,金田(GFI)涨10.85%,AngloGold Ashanti(AU)涨10.74%,Goldgroup Mining(GORO)涨10.61%,哈莫尼黄金(HMY)涨10.44%,Iamgold(IAG)涨9.94%,Aris Mining(ARIS)涨10.11%,Aura Minerals(AUGO)涨9.42%。消息面上,美国非农数据不增反降,带动市场对美联储降息预期升温,美债收益率下跌,金价应声走高。现货黄金现报4363.76美元/盎司,涨2.91%。美国劳工统计局周五最新公布数据显示,美国7月季调后非农就业人口降2.3万人,预期增8万人,前值自增5.7万人修正至增2万人。此外,瑞银发布最新研报,重申其对黄金市场的看涨预期,预计金价将在2027年上半年攀升至每盎司5000美元,较当前水平仍具备广阔的上行空间。从宏观维度看,瑞银认为支持黄金中长期走牛的核心逻辑来自三大结构性支柱:1)实际收益率下行趋势确立:随着通胀逐步放缓,美联储预计将在未来恢复宽松货币政策,实际收益率的回落将显著降低持有黄金的机会成本,重振投资端需求。2)美元中长期面临结构性走弱:美国巨额的财政与外部双重赤字,叠加全球去美元化趋势,使美元中长期承压,历史经验表明美元走弱将形成对黄金的强劲利好。3)全球央行购金构筑坚实底部:即使私人投资需求出现短期波动,官方储备的持续买入将为金价提供长期稳定的支撑。

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