金吾财讯 | 黄金股普升，截至发稿，灵宝黄金(03330)涨6.03%，紫金矿业(02899)涨2.45%，潼关黄金(00340)涨2.13%，山东黄金(01787)跟涨。消息面上，瑞银发研报指，认为黄金的上涨趋势仍将持续，今年有望进一步上涨。从预测数据来看，瑞银对黄金价格的年度平均预测有所调整，2025年预期从之前的2885美元/盎司下调至2800美元/盎司，但仍保持较高水平，其上下行空间分别为3050美元/盎司和2200美元/盎司。季度末目标预测也有所更新，如2025年第四季度目标价为2900美元/盎司等。瑞银还认为各国央行会继续购买黄金，新兴市场央行可能会持续增加黄金储备，不过随着全球贸易变化，外汇储备增长放缓，购买步伐可能会减慢。而黄金上涨的关键下行风险是美联储政策转向鹰派，若增长重新加速促使美联储政策发生鹰派转变，美元走强，将对黄金价格产生不利影响，在以往美联储加息周期中，黄金在首次加息后的2-3个季度内通常会有一定幅度的下跌。
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