黃金股集體普跌！隔夜美股漲勢不減壓制避險情緒
6月4日，港A股黃金股普跌，其中，A股市場上，紫金礦業領跌，赤峯黃金、中金黃金、恆邦股份等紛紛跟跌。
來源於：Wind
在港股市場上，中國黃金國際領跌，跌超3%，紫金礦業、招金礦業等跟跌。
來源於：富途牛牛
而究及這一跌勢，主要受國際金價的下跌所致，即基於近期美股連漲，市場風險偏好提高，使得避險情緒受到一定的剋制，促使金價有所承壓。隔夜週三，三大美股指數繼續集體收漲，截止收盤，道指收漲527.24點，漲幅2.05%，報26269.89點，收創3月4日以來的新高；標普500收漲1.36%，報3122.87點，連續三日創3月4日來收盤的新高；納指收漲0.78%，收報9682.91點，連續兩日收創2月20日以來新高。
來源於：Wind
而相對於美股的強勢，COMEX 8月黃金期貨下跌29.2美元，收於每盎司1704.8美元，跌幅為1.68%，為連續第三個交易日收跌；現貨黃金隔夜一度跌破1700美元至1687.1美元，創5月7日以來新低，目前在1700美元上下徘徊。
來源於：Wind
具體來看，相關釋出的經濟指標或將為美股的上揚加以助力。根據相關數據顯示，5月美國ADP私營企業就業人數減少276萬人，其降幅低於市場預期（減少900萬）和4月數據（減少2023.6萬）；5月美國ISM非製造業指數錄得45.4，高於市場預期（44.4）的和4月數據（41.8），但依舊低於50榮枯線；且ISM商業活動指數達到41，提升15點，創出1997年以來的紀錄最高升幅。
道明證券指出，隨着市場風險偏好情緒持續上漲，貴金屬在避險多頭眼中的吸引力正在減弱。在短期內，美元指數的上漲以及風險需求的回升使得投資者們減持黃金多頭持倉，避險情緒可能會使得黃金市場的波動可能加劇；但從長期來看，結果或將完全不同。
東北證券指出，從供需的角度來看，新冠疫情對一季度黃金的供給和消費性需求均有衝擊，未來將逐步恢復；未來實際利率有望繼續下行且長期保持低位；目前以美國為代表的部分國家面臨的社會管理風險仍然較大，基於此，金價今年有望突破2011年高點，逼近2000美元/盎司，黃金牛市或將持續。
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