智通财经APP获悉，黄金股今早回暖，截至发稿，紫金矿业(02899)涨2.84%，报36.94港元；中国黄金国际(02099)涨2.55%，报265.2港元；紫金黄金国际(02259)涨2.44%，报163.6港元；招金矿业(01818)涨1.37%，报22.18港元。
消息面上，9月7日，央行数据显示，中国8月末黄金储备升至7,673万盎司，连续22个月扩大黄金储备。中国8月末外汇储备报34383.25亿美元，环比增加195.49亿美元。与此同时， 高盛就上周五公布的非农数据表示，8月就业报告虽超预期，但属于“稳健而非过热”，为9月加息扫除了一个障碍，但本周五的通胀数据才是真正决定美联储9月政策走向的关键变量。
申万宏源发布研报称，黄金中长期中枢趋升战术择时静待宏观共振。黄金定价基于供需格局、法币信用、美债实际利率、避险属性四条框架展开，黄金中长期向上的核心逻辑仍是美国财政赤字居高不下与去美元化，年内交易重点跟踪美债利率的周期性波动与波动率等指标。
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