金吾财讯 | 黄金股普遍上扬，灵宝黄金(03330)涨4.63%，紫金矿业(02899)涨3.31%，招金矿业(01818)涨1.85%，中国黄金国际(02099)涨1.28%，中国白银集团(00815)涨1.22%，山东黄金(01787)涨1.14%。中邮证券行业报告指出，上周由于美国经济数据普遍较好，尤其是非农数据再次超预期，导致10Y美债不断上行至4.7%以上，同时黄金也出现了美债供给利空落地后的同步上行：COMEX金价上涨2.44%，白银上涨3.99%。未来来看，黄金的价格底部依然是2600美金左右，目前虽然出现了一定的上行，但距离底部位置有限，上行空间仍在，叠加美元指数较强，沪金未来或有更好的表现。中金研报称，中性情形下，由于亚洲央行需要补充的黄金储备金额巨大，且特朗普上台后全球形势更加复杂，美元体系信誉下降，该行预期央行购金速度至少保持现状，即维持在1000吨/年左右。对于美国债务，该行采用美国联邦预算委员会（CRFB）基准情形下的预测结果，美国财政赤字在未来10年多增7.5万亿美元左右。该行同时假设特朗普不会导致通胀失控，CPI未来稳定在3%，拟合金价在未来十年升至3300美元/盎司。
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