市場再掀高潮!港A黃金股全線上升,現貨黃金突破歷史高點
3月21日,港A兩地黃金板塊全線飄紅。截至目前的A股市場中,金貴銀業升超4%,山東黃金、四川黃金、銀泰黃金升超2%,中金黃金、西部黃金跟升。

港股市場中,招金礦業升4.93%領升黃金股,靈寶黃金升4.23%,山東黃金、中國黃金國際升超3%。

消息面上,昨晚美聯儲會議決定按兵不動,同時重申今年年內降息三次的預期。現貨黃金持續拉昇,盤中最高觸及2222.65美元/盎司,刷新歷史記錄高點。中郵證券表示,伴隨市場預期的調整,金價維持在高位震盪。儘管短期內的經濟偶爾出現超預期現象,但整體不會影響自2023年通脹開始下降的趨勢。
現貨黃金再創歷史新高
當地時間3月20日,美聯儲召開貨幣政策會議,會上宣佈維持聯邦基金利率目標區間在5.25%-5.5%區間內不變。同時,點陣圖顯示2024年年內或將進行三次降息。受美聯儲降息預期影響,國際金價走高,現貨黃金一度衝上2200美元,創下歷史新高。

在聲明中,美聯儲表示在對通脹持續向2%邁進更有信心以前,不適合降低(利率)目標範圍。
在評估適當的貨幣政策立場時,美聯儲將繼續監測即將發佈的信息對經濟前景的影響;如果出現可能阻礙目標實現的風險,美聯儲將準備酌情調整貨幣政策立場。
業內人士指出,金價受益於美聯儲利率決議和鮑威爾的言論,延續近期升勢。對於包括黃金在內的幾乎所有東西來説,這是一個流動性非常稀薄的時間,但卻絲毫沒有讓黃金升勢減弱。黃金正受益於未來利率下調的前景,這是影響其價格的一個關鍵因素。
全球央行瘋買黃金
隨着金價的持續上升,全球央行的購金量也一直維持在高位。
根據世界黃金協會發布的《全球黃金需求趨勢報吿》顯示,2023年全球央行大舉購入黃金,全年購買量達到了1037噸,衝至歷史第二高位,較2022年的歷史最高紀錄減少45噸。最新數據顯示,2024年1月,全球官方黃金儲備環比增加39噸。
同時,2023年中國黃金消費量1089.69噸,較2022年同期相比增長了8.78%。其中,黃金首飾706.48噸,同比增長7.97%;金條及金幣299.6噸,同比增長15.70%。
短期來看,市場對於美聯儲降息的預期增強,加上地緣政治等因素,推高了金價的上升,預計還會維持高位震盪態勢。
平安證券也指出,黃金價格快速上升,短期內隨着降息預期的波折,金價或仍將高位波動。
中期來看,隨着美國經濟持續性降温、美債供給壓力緩解、降息年內有望開啟,美債利率仍有進一步下行空間,金價仍有上行可能。除此之外,避險需求疊加逆全球化下美元體系信用減弱、全球央行或持續購金等因素,使得金價仍有一定支撐。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.