港股异动 | 黄金股再度走高 黄金作为避险资产和长期配置的价值再度凸显

智通财经网
Aug 12

智通财经APP获悉,黄金股再度走高,截至发稿,珠峰黄金(01815)涨7.06%,报1.745港元;集海黄金(02489)涨3.51%,报0.885港元;赤峰黄金(06693)涨3.03%,报38.04港元;山东黄金(01787)涨2.4%,报23.02港元。

消息面上,8月以来,伦敦金、纽约黄金均累计上涨近10%。瑞银最新报告称,2027年上半年黄金价格有望冲高至5000美元/盎司。瑞银认为,虽说短期市场环境震荡不定,但多重长期利好因素为黄金中长期的上涨逻辑筑牢根基。

华泰证券指出,尽管中东局势对全球流动性仍有压制,但联储换帅后美元内在价值的不确定性增加,叠加AI硬件链极致行情降温,黄金作为避险资产和长期配置的价值再度凸显,短期关注8月底联储年会及9月FOMC决议,中长期持续看好黄金的配置价值。兴业证券亦表示,美国加息预期回落,金属宏观压制松绑,金属价格有望强势上行;贵金属方面,黄金价格底部或已出现,下半年价格中枢或逐步抬升。

更多港股重磅资讯,下载智通财经app

更多港股及海外理财资讯,请点击www.zhitongcaijing.com(搜索“智通财经”);欲加入智通港股投资群,请加智通客服微信(ztcjkf)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10