金吾财讯 | 黄金股午后走弱，截至发稿，招金矿业(01818)跌3.93%，山东黄金(01787)跌3.28%，紫金矿业(02899)跌1.19%，中国黄金国际(02099)跟跌。消息面上，今日现货黄金冲高回落，早些时候因为美元指数下跌，金价一度升至2721.21美元/盎司附近，但金价很快跟美元同步下跌，开始扭转美国大选后的“特朗普交易”，金价一度跌至2659.80美元/盎司，较上周五收盘价下跌逾50美元，日内跌超2%。此外，市场对美联储12月份降息预期的降温，也偏向压制金价。利率期货显示，市场预计美联储12月降息的概率仅为52%，大幅低于美国大选前的82%。
华福证券认为，短期来看，特朗普交易仍未完全消退，市场对未来经济滞涨担忧仍在，预计贵金属价格震荡为主；中长期角度来看，全球主要经济体货币政策方向明确，东欧及朝鲜半岛等地缘冲突仍将凸显贵金属避险属性，贵金属中长期配置价值不改。
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