研报点睛:逆势活跃!关注这一板块

东方财富研究中心
03 Jan

1月3日,沪指跌1.57%,深证成指跌1.89%,创业板指跌2.16%。盘面上,贵金属行业板块涨1.86%;个股方面,四川黄金、山东黄金等均有不同程度上涨。东吴证券表示,复盘今年,黄金传统定价框架有效性不足,其本质在于主权货币信用缺失背景下的黄金储备需求增长。展望2025年,其认为多重因素支持黄金再度走牛,2025H1存在较好的布局窗口。2025年黄金潜在的买点,是满足多数基本框架条件的基础上,...

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