港股异动 | 招金矿业(01818)反弹逾4% 机构指黄金牛市最重要驱动力尚未看到反转或减弱迹象

智通财经
23 Dec 2024

智通财经APP获悉,招金矿业(01818)反弹逾4%,截至发稿,涨3.7%,报10.66港元,成交额7358.19万港元。

天风证券发布研报称,目前地缘政治和金融环境变得日益错综复杂,黄金储备管理比以往任何时候都更具现实意义。随着对全球加增关税从“竞选纲领”可能逐渐变为现实,去美元化和地缘政治变化烈度延续是基准假设,央行在黄金储备上的态度短时间发生转变的概率也是相对较低的。作为本轮黄金牛市最重要的驱动力目前没有看到反转甚至减弱的迹象,黄金应该继续维持多头思路。

中信证券指出,展望2025全年,黄金行情尚未结束,料将呈现高位震荡的行情,全年中枢或仍位于2800美元/盎司左右。2025年二季度,受限于美元偏强因素影响黄金价格或存在压力,下半年应重点关注美国通胀与增长节奏错配问题对黄金价格的驱动。

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