智通财经APP获悉，黄金股集体回暖，截至发稿，招金矿业(01818)涨3.89%，报10.68港元；紫金矿业(02899)涨2.42%，报14.4港元；中国黄金国际(02099)涨2.56%，报38.05港元；山东黄金(01787)涨1.74%，报12.86港元。
消息面上，美国11月PCE和核心PCE数据全线低于预期，市场增加美联储明年3月降息的押注，美元指数回落、美债收益率全线走软，全球风险偏好整体升温。美元指数高位回落。在美元走弱的推动下，黄金展开反弹，周五美市盘中反弹至2630美元水平以上。
国金证券认为，短期内黄金价格存在震荡空间；中期来看，地缘政治延续波动，后续财政赤字及通胀预期、全球央行购金等因素有望推升金价表现。该行预计25年金价运行中枢有望攀升至2600-2700美元/盎司，特朗普上台，财政赤字率存在显著放大可能性，且再通胀或接踵而至，此两项核心因素叠加基于降息交易的SPDR持仓回流，伦敦现货黄金有望冲击3000美元。
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