金吾财讯 | 黄金股多数冲高，Vista黄金(VGZ)涨3.84%，黄金资源(GORO)涨2.38%，埃氏金业(EGO)涨1.68%，金罗斯黄金(KGC)涨1.4%，泛美白银(PAAS)涨1.09%。现货黄金向上突破2840美元/盎司，暂涨0.9%，报2840.11美元/盎司。
华源证券此前研报指出，短期看，25年美联储降息预期扰动以及特朗普上台后的加关税政策驱动通胀预期交易或将短期主导金价走势。长期看，认为在美国货币和财政政策双宽松，美元信用收缩及去美元化的大背景下，预计黄金中长期仍具备上涨空间。
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