港股异动 | 黄金股再度走高 美债回购提振贵金属 贝森特放话单次回购或超40亿美元

智通财经
Aug 21

智通财经APP获悉,黄金股再度走高,截至发稿,赤峰黄金(06693)涨8.92%,报44.44港元;山东黄金(01787)涨7.59%,报27.2港元;灵宝黄金(03330)涨6.34%,报24.84港元;紫金黄金国际(02259)涨4.86%,报155.5港元;中国黄金国际(02099)涨4.78%,报258.8港元。

消息面上,美国财政部长贝森特密集释放政策信号,在美国长期国债收益率重新走高之际,贝森特表示,财政部单次长债回购规模可能超过40亿美元,并强调财政部拥有强大的工具箱。中金认为,财政部增加美债回购,一方面增加长端美债买盘、改善市场流动性,另一方面削弱美债与美元信誉,黄金是最直接的受益资产

另外,中信期货表示,短期不宜将一次性回购冲击直接外推为趋势性宽松,后续关键在于长端收益率回落能否持续,以及资金流入能否进一步扩散。若收益率重新上行,急涨后的黄金可能出现获利回吐;中期财政扩张与债务约束仍支持黄金的配置价值。

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