金吾财讯 | 黄金股板块局部走强，截至发稿，Mayfair Gold（MINE）涨3.02%，Blue Gold（BGL）涨2.05%，Aura Minerals（AUGO）涨0.67%，Osisko Gold（OGG）涨0.18%。消息面上，德国央行行长内格尔称，全球政府债务持续走高，进一步凸显各国央行增持黄金储备的必要性。内格尔于周一表示，近期全球国债收益率上行，推升债券资产相对吸引力，但不断攀升的债务规模，也令市场愈发担忧债券的信用风险。叠加地缘政治因素持续影响各国央行储备配置，综合来看，央行继续增持黄金、推进外汇储备多元化的逻辑依旧充分。德国持有全球第二大黄金储备，不过近年该国黄金持仓基本维持不变，而全球其他央行大举购金。俄乌冲突是重要转折点，在美国对俄实施金融制裁后，多国央行加快黄金增持步伐。当前市场担忧美国债务压力持续扩大，预期各国央行或进一步降低美元资产依赖，加码黄金储备。
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