智通财经APP获悉，黄金股普遍走高，截至发稿，灵宝黄金(03330)涨4.05%，报4.88港元；招金矿业(01818)涨3.62%，报12.58港元；中国黄金国际(02099)涨3.53%，报45.5港元；山东黄金(01787)涨1,95%，报13.6港元。
消息面上，特朗普政府关税威胁助推金价走高。1月31日，伦敦现货金大涨0.66%，报2813.21美元/盎司，再创历史新高，首次突破2800美元/盎司大关；COMEX黄金当日涨0.51%，报2864.2美元/盎司，续创历史新高。此前，美国总统特朗普下令自2月4日起对加拿大和墨西哥进口商品征收25%关税，对中国进口商品征收10%关税。
高盛分析师在最新报告中表示：“美国政策不确定性上升，进一步凸显了大宗商品在投资组合中的分散化作用。我们继续看好黄金多头，认为其仍是对冲多重尾部风险的最佳选择。”高盛认为，贸易关税升级和美国债务问题是推动金价走高的主要风险因素。中金公司表示，展望2025年，金价或仍处牛市通道，2025年或有望突破3000美元/盎司，人民币金价或将较之美元金价实现更大涨幅。
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