智通财经APP获悉，黄金股今日普涨，截至发稿，招金矿业(01818)涨4.01%，报14.54港元；灵宝黄金(03330)涨2.92%，报4.94港元；紫金矿业(02899)涨2.8%，报16.16港元；山东黄金(01787)涨2.39%，报16.28港元。
消息面上，2月10日，现货黄金站上2890美元/盎司，刷新历史高点，年内涨超10%。此前，中国央行公布2025年1月末官方储备资产情况，其中，黄金储备规模连续第3个月上升。银河证券认为，黄金价格上涨的三个主要中期逻辑：美联储降息下的全球黄金ETF基金增持黄金、地缘冲突影响下的央行购金、美国债务问题引发的信用贬值对冲交易仍将继续演绎，推动金价上涨。
值得一提的是，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。可能进一步推高黄金价格，有助于促进我国黄金市场繁荣发展。花旗此前指，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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