盤中異動 | 黃金股再度走強,紫金礦業漲3.5%,山東黃金漲3.4%
1月20日消息,港股黃金與貴金屬板塊走強,截至發稿,紫金礦業漲3.5%,山東黃金漲3.4%,招金礦業漲2.5%。
消息面上,受美元走弱影響,金價延續近期升勢,現貨黃金昨日漲1.4%,報1930美元,創9個月新高。華泰證券認爲,制約金價的因素可能均已現拐點。黃金股一般跟隨金價上漲,且漲幅好於黃金本身;2023年金價有望迎來上漲,看好黃金板塊的投資機會。
研報詳細指出,長、中週期影響金價主要因素分別是流動性+美元指數、實際利率。綜合來看,2022年12月美聯儲加息幅度放緩,流動性邊際改善,疊加美元指數已進入震盪略偏弱階段、實際利率高點或已經出現,我們認爲制約金價的因素可能均已現拐點。
此外,美國技術性衰退信號出現,滯脹或衰退情境下金價漲幅居前。黃金股一般跟隨金價上漲,且漲幅好於黃金本身;2023年金價有望迎來上漲,看好黃金板塊的投資機會。鉑族金屬價格基本與黃金同漲,且大部分時期漲幅超過金價。2023年鉑族金屬價格或同步金價迎來上漲,回收企業有望受益量價齊升。
風險及免責提示:以上內容僅代表作者的個人立場和觀點,不代表華盛的任何立場,華盛亦無法證實上述內容的真實性、準確性和原創性。投資者在做出任何投資決定前,應結合自身情況,考慮投資產品的風險。必要時,請諮詢專業投資顧問的意見。華盛不提供任何投資建議,對此亦不做任何承諾和保證。
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