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《大行報告》高盛上調金價預測 招金(01818.HK)評級升至「中性」
阿思達克 09-04 15:40

高盛發表研究報告指,其商品團隊近期調升2019-21年金價預測2%、8%及4%,至1,409美元、1,600美元、1,600美元。據此,該行調升招金(01818.HK)2020-21年盈利預測27%-62%,但今年盈測保持不變,評級由「沽售」升至「中性」;並下調紫金(02899.HK)2019-21年盈利預期5%-25%,目標價由4.3元降至4元,維持「買入」評級。

該行相信,投資者將持續對經濟增長存在憂慮,金價或進一步上升,特別是當ETF基金都增加相關的配置後。該行的經濟學家不預期世界經濟會步入衰退,但相信直至發達國家增長改善及市場憂慮情緒減退之前,金價會繼續走強。

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