金吾财讯 | 黄金股走低，紫金黄金国际（02259）跌6.54%，潼关黄金（00340）跌4.72%，中国黄金国际（02099）跌4.49%，赤峰黄金（06693）跌3.95%，紫金矿业（02899）跌3.63%，招金矿业（01818）跌3.63%，灵宝黄金（03330）跌2.89%，珠峰黄金（01815）跌2.86%。大信证券近日观点指出，美国长期国债替代需求可能长期存在，但近期流动性环境未必有利于资金持续流入黄金。该机构还预计，明年金矿供应周期可能与较高政策利率叠加，限制价格上行空间。中邮证券表示，总体来看，目前利空基本出尽，高远端利率同时带来黄金较高的机会成本以及美国信用的持续恶化担忧，等待经济转弱以及AI叙事走弱后的预期修复。
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