智通财经APP获悉，黄金股尾盘涨幅扩大，截至发稿，赤峰黄金(06693)涨20.58%，报31.05港元；龙资源(01712)涨16.21%，报3.37港元；招金矿业(01818)涨7.82%，报19.3港元；山东黄金(01787)涨7%，报24.45港元。
消息面上，4月16日，COMEX黄金涨幅扩大至2%，突破3300美元/盎司，续创历史新高。瑞银将金价预测上调至3500美元/盎司；高盛报告显示，2025年底金价的预测上调至3700美元/盎司，并表示极端情况下，黄金可能触及4500美元/盎司；摩根大通也表示，金价4000美元或“比预期来的更快”。
天风证券发布研报称，当下黄金股估值处于五年期20%分位，板块修复兼具空间与动力，黄金股“剪刀差”收敛迎来窗口期。该行指出，特朗普对全球大幅加征关税，市场对美国经济衰退风险、美债偿付风险的担忧增强，随着美元指数快速下行，市场在美元信用弱化的叙事上形成合力，金价分歧的结束打开了金企的估值空间。随着金价大幅上行，黄金股业绩增长获得更高的高度与久期成为大概率事件，市场对投资金企的信心增强。
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