金吾财讯 | 黄金股普跌，截至发稿，灵宝黄金(03330)跌4%，山东黄金(01787)跌1.62%，招金矿业(01818)跌1.40%，紫金矿业(02899)跌0.83%。消息面上，高盛发研报指，因为市场预计美联储今年降息幅度将从100个基点降至75基点，该行预计黄金到今年年底不会达到每盎司3000美元，并将此预测推迟至2026年中。该行表示，今年美联储将会放慢降息步伐，这将压制对黄金ETF的需求，在美国大选不确定性减低后，去年12月资金流入ETF的情况不如预期，这也导致新一年的定价起点较低。预计金价将在年底触及每盎司2910美元该行续指，投机性需求下降而央行购金增加，这两股相反力量有效地相互抵消，在过去几个月里使金价保持在区间波动。央行购金仍将是长期金价的关键驱动因素。该行预计到2026年中期，每月平均购买量将达到38吨。
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