智通财经APP获悉,黄金股延续涨势,截至发稿,灵宝黄金(03330)涨3.92%,报5.3港元;山东黄金(01787)涨2.45%,报16.74港元;中国黄金国际(02099)涨2.04%,报49.95港元;紫金矿业(02899)涨1.86%,报16.44港元。
消息面上,关税政策影响担忧叠加央行购金延续,金价持续创下历史高位。2月11日,现货黄金站上2930美元/盎司,续创历史新高。年初至今金价涨幅已超11%。此前,美国总统特朗普宣布将对所有进口到美国的钢铁和铝征收25%的关税。特朗普还表示,将在2月11日或12日宣布大规模新的对等关税,即征收其他国家对美国商品征收的同等额度的关税。
此外,2月7日,金融监管总局发布《关于开展保险资金投资黄金业务试点的通知》。即日起,10家试点保险公司可以中长期资产配置为目的,开展投资黄金业务试点。据有关估算,这或给黄金市场带来近2000亿元资金的增量。国投证券认为,国内外黄金价格创新高,核心交易特朗普政策不确定性、美国关税和移民政策前置下的通胀风险、及美元货币信用担忧,看好金价续创新高。花旗此前指出,关税进一步升级将导致在6-12个月内看涨黄金,金价将升至每盎司3000美元。
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