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港股異動 | 黃金股部分走強 機構指高通脹預期下黃金板塊吸引力增強
格隆匯 04-11 09:47
格隆匯4月11日丨中國黃金國際漲超4%,招金礦業漲2.4%,山東黃金跟漲,紫金礦業跌近2%。中信證券研報指出,當前金價同時受到高通脹和利率水平上升正反兩方面因素的影響。受到俄烏衝突和疫情反覆的影響,該行預計高通脹預期以及避險情緒對金價的正面影響將佔據上風,繼續支撐金價高位運行。同時疫情造成的其他金屬供需雙弱的局面也使得黃金的吸引力上升。維持對黃金板塊“強於大市”的評級。

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