智通财经APP获悉,黄金股集体高开,截至发稿,赤峰黄金(06693)涨8.44%,报21.85港元;山东黄金(01787)涨7.18%,报20.6港元;灵宝黄金(03330)涨5.39%,报8.6港元;中国黄金国际(02099)涨4.74%,报48.65港元;招金矿业(01818)涨4.71%,报16.88港元。
消息面上,昨日公布的美国3月未季调CPI年率为2.4%,创半年低位,低于2.6%的市场预期。市场几乎完全定价美联储6月降息。与此同时,关税政策引发避险潮,国际金价再创历史新高,现货黄金冲破3200美元/盎司,年初至今已累涨超22%;纽约期金时隔一周再度升破3200美元大关。
瑞士宝盛银行高管Carsten Menke表示,随着投资者对不断上升的关税所引发的经济影响愈发担忧,黄金可能会因避险需求的再次升温而受益。中银证券指出,未来全球央行黄金储备仍有增长空间,避险需求对金价的推动短期并未结束,实际利率仍有向下的可能性,因此以伦敦现货黄金度量的黄金价格上涨的逻辑仍在。
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