消息上，周二，在美国总统特朗普接受采访后，黄金拉升近30美元，一度冲上3380美元关口上方。长期 以来，黄金被视为政治和经济不确定时期的避风港，在低利率环境下通常表现良好。 港股黄金股普遍上涨，其中，中国黄金国际、招金矿业、山东黄金均涨超3%，潼关黄金涨2%，灵宝黄 金涨1.6%，紫金矿业、赤峰黄金跟涨。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 02099 | 中国黄金国际 | 71.300 | 3.48% | | 01818 | 招金矿业 | 21.640 | 3.05% | | 01787 | 山东黄金 | 28.000 | 3.09% | | 00340 | 滝关黄金 | 1.950 | 2.09% | | 03330 | 灵宝黄金 | 10.830 | 1.59% | | 02899 | 三十四年薪 | 22.220 | 0.91% | | 06693 | 赤峰黄金 | 25.200 | 0.16% | 由于贸易战和地缘政治冲突不断升级，以及央行的买入和对降息的押注，金价今年上涨了近30%。投资 者和分析师预计金价还会进一步上涨，富达 ...

智通财经APP获悉， 黄金股早盘再度活跃，截至发稿，中国黄金国际(02099)涨3.77%，报71.5港元；招 金矿业(01818)涨3.52%，报21.74港元；山东黄金(01787)涨3.02%，报27.98港元；灵宝黄金(03330)涨 2.16%，报10.89港元。 消息面上，美国ISM非制造业PMI意外回落以及特朗普关于美联储以及印度关税发言影响，黄金价格周 二晚间下探回升，一度触及每盎司3380美元高点。据央视新闻，美国总统特朗普于美国东部时间8月5 日，接受了媒体采访。在采访中，特朗普表示，可能很快宣布美联储新任主席。此外，特朗普称将在未 来一周内宣布药品关税。药品关税最初将很小，最终将达到250%。在谈及对印度关税时，特朗普发 出"威胁"，将在未来24小时内大幅提高印度关税。 此外，花旗调整了其对黄金的看跌预测，称受美国经济恶化和推动通胀的关税影响，黄金将在短期内上 涨至创纪录的高位。包括Max Layton在内的花旗分析师在周一的一份报告中表示，未来三个月，黄金价 格将在每盎司3300至3600美元之间波动，部分原因是美国进口关税平均水平高于此前预期的15%。这与 花旗在6月的观点形成鲜明对 ...

FF301 致：香港交易及結算所有限公司 公司名稱: 山東黃金礦業股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01787 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 858,986,178 | RMB | | 1 | RMB | | 858,986,178 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 858,986,178 | RMB | | | 1 RMB | | 858,986,178 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- ...

Market Overview - Hong Kong stocks opened lower but closed higher, with all three major indices ending in the green. The Hang Seng Index rose by 0.92% to 24,733.45 points, with a total turnover of HKD 234.68 billion [1] - The overall upward trend in Hong Kong stocks is considered healthy, shifting from previous risk-averse sentiment to improvements in fundamentals and positive policy expectations [1] Blue Chip Performance - New Oriental-S (02057) led blue-chip stocks, rising by 6.49% to HKD 36.58, contributing 2.7 points to the Hang Seng Index. Its revenue for the fourth fiscal quarter grew by 9.4% year-on-year, exceeding market expectations [2] - Other notable blue-chip performances included Zhongsheng Holdings (00881) up 5.59%, Lenovo Group (00992) up 4.95%, while Xinyi Glass (00868) fell by 5.87% [2] Sector Highlights - Gold stocks performed strongly due to lower-than-expected U.S. non-farm payroll data, with Shandong Gold (01787) rising by 10.7% and Chifeng Jilong Gold Mining (06693) up 8.89% [3] - Semiconductor stocks also saw significant gains, with Hua Hong Semiconductor (01347) up 8.69% and Shanghai Fudan (01385) up 5.66% [4] Stablecoin Sector - The stablecoin sector continued to decline, with Yunfeng Financial (00376) down 6.91% and Guotai Junan International (01788) down 6.48%. The Hong Kong Monetary Authority's new regulations on stablecoins are expected to delay the issuance of licenses until early 2026 [5][6] Notable Stock Movements - InnoCare Pharma (02577) surged by 30.47% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [7] - Huajian Medical (01931) rose by 20.7% following a strategic cooperation agreement with BGI [8] - China Resources Medical (01515) fell by 15.58% due to a profit warning, expecting a decline of 20% to 25% in profit for the upcoming six months [9]

Market Overview - The Hong Kong stock market saw major indices rise, with the Hang Seng Technology Index up by 1.55%, the Hang Seng Index up by 0.92%, and the National Enterprises Index up by 1.01% [1][2]. Technology Sector - Major technology stocks collectively turned positive, with Kuaishou rising by 3.22%, Tencent Holdings and NetEase both up over 2%, while Alibaba experienced a slight decline [2][5][6]. Military and Defense Sector - Military stocks showed significant gains, with China Shipbuilding Defense rising over 7% following reports of the Chinese military's advancements, including the induction of the Z-10ME helicopter into the Pakistani army [7][11]. Semiconductor Sector - Semiconductor stocks accelerated, with InnoTek soaring over 30% after announcing a partnership with NVIDIA to promote a new power architecture for AI data centers [8][9]. Gold Sector - Gold stocks were active, with Shandong Gold rising over 10% amid increasing expectations for a Federal Reserve interest rate cut, enhancing gold's appeal [10][11]. Oil Sector - Oil stocks declined due to OPEC+ agreeing to increase oil production, leading to a drop in international oil prices. Major oil companies like Sinopec and CNOOC saw their shares fall [11][12]. Coal Sector - Coal stocks experienced a rally, with China Shenhua rising over 4% as the company plans to inject significant assets to enhance its coal resource strategy [11][14]. Market Sentiment - Despite some sectors facing challenges, the overall market sentiment remains optimistic, with expectations for a trend of upward movement in the Hong Kong stock market driven by strong economic fundamentals and favorable policies [17].

FF301 公司名稱: 山東黃金礦業股份有限公司 呈交日期: 2025年8月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01787 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 858,986,178 | RMB | | 1 | RMB | | 858,986,178 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 858,986,178 | RMB | | | 1 RMB | | 858,986,178 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | - ...

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 （记者 谭玉涵） 每经AI快讯：北京时间8月4日16:00，恒生指数收盘上涨225.64点，涨幅为0.92%，报收24733.45点；国企指数收盘上涨89.06点， 涨幅为1.01%，报收8893.48点；红筹指数收盘上涨5.34点，涨幅为0.13%，报收4206.35点。南向资金当日净流出180.92亿港元。 英诺赛科涨超30%，山东黄金涨超10%，华虹半导体、零跑汽车涨超8%，恒瑞医药涨超5%，腾讯控股涨近3%。 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 恒生指数 | 24733.45 | 0.92% | | 国企指数 | 8893.48 | 1.01% | | 红筹指数 | 4206.35 | 0.13% | ...

截至2025年8月4日 14:16，中证沪深港黄金产业股票指数(931238)强势上涨4.16%，成分股山东黄金(01787)上涨10.78%，赤 峰黄金(06693)上涨8.20%，招金矿业(01818)上涨8.11%，赤峰黄金(600988)，山东黄金(600547)等个股跟涨。黄金股票ETF 基金(159322)上涨3.68%，最新价报1.21元。拉长时间看，截至2025年8月1日，黄金股票ETF基金近3月累计上涨6.76%，涨 幅排名可比基金1/6。 近期，美国非农数据大幅下滑，引发市场对美联储降息预期的显著升温。美国7月新增非农就业人数仅为7.3万人，远低于 预期的11万人，且前两个月数据合计下修25.8万人。这一数据表现表明美国劳动力市场明显降温，市场普遍预期美联储将 在9月开启降息周期。在此背景下，黄金作为典型的避险资产，其配置价值进一步凸显。在全球贸易博弈持续、区域局势紧 张的环境下，黄金的货币属性和避险属性双重支撑金价中长期上行趋势。长江证券指出，黄金股或有望在金价、估值、风 格三维度迎来季度级共振，建议投资者切换增配。推荐关注山东黄金、招金矿业、赤峰黄金、中金黄金、山金国际等黄金 板块核心 ...

Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]

美国劳工部统计局最新公布的数据显示，美国7月非农新增就业岗位7.3万个，远低于市场预期的11万 个，同时5月、6月的新增就业岗位总数被大幅下调，较之前公布的水平合计减少了25.8万个，修正后， 分别仅有1.4万人和1.9万人。8月1日，受7月非农就业数据大幅不及预期影响，降息预期升温，金价直线 飙升，COMEX期货价格一举突破3400美元。 华源证券指出，下半年，预计美国货币政策变化将接力财政政策为黄金价格提供支撑，建议关注阶段性 配置机会。长期来看，"降息交易"+"特朗普2.0"双主线将在2025年持续催化，大国博弈背景下，央行增 储将对金价形成强有力底部支撑，金价上行动能充足。 盘面上，8月4日，黄金股领涨，涨超6%，山金国际、涨逾4%，揽尽行业龙头的有色龙头ETF （159876）场内价格盘中涨逾1．2%，现涨0．79%。 值得关注的是，根据基金公告，有色龙头ETF实施基金份额拆分，拆分日为8月1日，拆分比例为1：2， 即每1份基金份额拆成2份。基金拆分，是在基金资产总值不变的前提下，通过增加基金份额数量来降低 基金单位净值。对原基金持有人来说，个人资产总额不变，基金投资标的不变。但能够降低净值，降低 ...