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現貨黃金日內升幅達1%,黃金股重回強勢

uSMART友信智投7月31日消息,截至北京時間14:10,現貨黃金日內升幅達1%,報1975.34美元/盎司,現貨白銀持續走高,短線升逾0.3美元,最高至24.13美元/盎司。

港股黃金板塊重現強勢,山東黃金升幅超過6%,紫金礦業上升5.43%,招金礦業上升逾3%。

金價在2000美元大關前面臨巨大阻力,在升至歷史高點後,部分投資者獲利了結。但是對於黃金的升勢是否會就此終結,多數分析持否定態度。

7月28日,高盛上調12個月金價預估至每盎司2300美元。高盛表示,美聯儲可能轉向傾向於通脹以因應政治緊張情勢,而且新冠感染人數料將上升,促使了金價飆升。“長久以來我們一直主張黃金是最後的貨幣,尤其是在當前政府讓法定貨幣貶值並將實質利率推低至史上低位的環境下,”高盛表示。

7月27日,瑞銀財富管理投資總監辦公室發表觀點稱,金價有望再上一層樓,並對應調高未來一年的金價預測:下半年目標從原來的1900美元升至2000美元,明年3及6月目標則從原來的1850及1800美元,上調至1950及1900美元。

同日,中信證券報告指出,美國疫情再度爆發增加經濟重啟不確定性,企業債務壓力驟增盈利惡化或引發美股二次下跌風險。為對沖疫情影響加大財政刺激力度,政府債務規模迫近上限衝擊美元信用體系,上調2020/2021年黃金目標價為2100/2500美元每盎司。

不過,也有機構對黃金持相對謹慎的態度,摩根大通認為,目前對黃金持中性態度。預計金價將進一步上升,但料不會大幅超過2000美元/盎司關口。金價超過整數大關將是市場的“最後一次歡呼”,價格正接近峰值;此後價格料將走低,直至今年年底。

今年以來,貴金屬類基金累計升幅喜人,詳情可在友信智投“智選基金”中查看。

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