金吾财讯 | 黄金股震荡走强，截至发稿，中国黄金国际（02099）涨5.91%，珠峰黄金（01815）涨5.06%，紫金黄金国际（02259）涨3.40%，赤峰黄金（06693）涨2.36%，集海黄金（02489）涨2.30%，招金矿业（01818）涨1.99%，山东黄金（01787）涨1.45%，潼关黄金（00340）涨1.43%。消息面上，市场目前普遍关注今晚美联储主席沃什的杰克逊霍尔首秀，以从中寻找未来政策利率走向线索。另一消息面上，高盛最新研报指出，市场彻底告别单一AI躺赢行情，近期AI相关组合大幅回撤，动量因子出现结构性洗牌，全球资金开启多元配置模式。资金逐步从科技赛道出逃，转向硬资产+利率红利赛道，黄金矿企成为核心布局方向。不同于大宗商品，黄金兼具避险与抗通胀属性，在宏观不确定性加剧背景下，配置价值持续攀升。
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