智通财经APP获悉，香港联交所最新资料显示，8月8日，灵宝黄金(03330)股东将股票由浦银国际证券转 入申万宏源证券香港，转仓市值5.17亿港元，占比4.15%。 灵宝黄金公告，本集团预计截至2025年6月30日止6个月取得收入约人民币74.92亿元至人民币79.2亿元， 较截至2024年6月30日止6个月的收入约人民币42.81亿元增加介于约75%至85%;以及截至2025年6月30日 止6个月取得净利润人民币介于约6.56亿元至人民币6.87亿元，较截至2024年6月 30日止6个月的净利润 约人民币1.53亿元增加介于约330%至350%。 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling over 200 points, closing below 25,000 points, and the Hang Seng Technology Index dropping by 1.56% [1] - Major technology stocks saw a broad decline, with Alibaba down 2.4% and JD.com down 1.44% [2] Sector Performance - The semiconductor sector faced significant losses, with SMIC dropping over 8%, marking the worst performance in the sector [4] - Gaming stocks also fell sharply, with Wynn Macau down over 7% and MGM China down over 6% [6] - The paper industry saw declines, with Chenming Paper down over 8% [7] - Innovative drug stocks continued to decline, with Hutchison China MediTech down over 15% and Zai Lab down over 10% [8] Positive Performances - Gold stocks led gains in the metals sector, with Zhaojin Mining and Lingbao Gold both rising over 3% [3][10] - Heavy machinery stocks showed resilience, with Zhonglian Heavy Industry rising nearly 6% [3] - Cement stocks performed well, with Shanshui Cement up over 6% [9] - Wind power stocks also saw increases, with Goldwind Technology rising over 10% [11] Capital Flows - Southbound funds recorded a net inflow of 6.271 billion HKD, with the Shanghai-Hong Kong Stock Connect contributing 3.28 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 2.992 billion HKD [12] Future Outlook - Huatai Securities suggests that the recent pullback in the Hong Kong market is due to adjustments in expectations, but the medium-term liquidity remains accommodative. They recommend focusing on sectors with improving conditions and low valuations, particularly in technology [13]

港股黄金股普遍上涨，其中，赤峰黄金、潼关黄金涨4.6%，招金矿业、山东黄金涨超3%，灵宝黄金涨 2%，紫金矿业、中国黄金国际涨超1%。 消息上，现货黄金价格亚洲盘整，美国总统特朗普周四表示，将提名白宫经济顾问委员会主席米兰临时 出任美联储理事会成员，以填补空缺。澳新银行分析师在报告中称："米兰是特朗普关税政策的设计 者，市场认为这一任命意味着货币政策将更趋鸽派。"更多美联储降息的预期可能提升黄金的吸引力。 现货黄金当前基本持平，纽约期金亚盘初一度触及3534.10美元/盎司的历史新高，当前交投在3500美元/ 盎司附近。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 06693 | 赤峰黄金 | 27.740 | 4.68% | | 00340 | 潼关黄金 | 2.040 | 4.62% | | 02489 | 集海资源 | 1.460 | 3.55% | | 01818 | 招金矿业 | 22.680 | 3.37% | | 01787 | 山东黄金 | 29.860 | 3.18% | | 03330 | 灵宝黄金 | 11.480 ...

Group 1 - COMEX gold futures rose by $20.30, an increase of 0.59%, closing at $3453.7 per ounce [1] - The People's Bank of China increased its gold reserves in July for the ninth consecutive month, adding 60,000 ounces to reach 73.96 million ounces, totaling approximately 36 tons since November [1] - The Shanghai Futures Exchange's gold inventory has reached a historical high, with over 36 tons of gold bars registered for futures delivery, reflecting a significant increase in demand for gold [1] Group 2 - Traders and banks are capitalizing on the price difference by buying lower-priced gold in the spot market and delivering it to exchange warehouses, indicating strong demand for gold in China [2] - Citigroup has revised its bearish outlook on gold, predicting prices will rise to record highs due to deteriorating U.S. economic conditions and inflationary tariffs, with a forecast range of $3300 to $3600 per ounce in the next three months [2] - A report from China International Capital Corporation (CICC) highlights the weak U.S. non-farm payroll data and an 80.3% probability of a rate cut by August 3, suggesting a new round of rate cut trading may begin [2] Group 3 - Key Hong Kong-listed gold and precious metals companies include Zijin Mining (601899)(02899), Shandong Gold (600547)(01787), Zhaojin Mining (01818), Chifeng Jilong Gold (600988)(06693), Lingbao Gold (03330), China Gold International (600916)(02099), and others [3]

Group 1 - COMEX gold futures increased by $20.30, or 0.59%, reaching $3453.7 per ounce, driven by China's central bank's continuous gold reserve expansion for nine months [1] - As of the end of July, China's central bank increased its gold reserves by 60,000 ounces to 73.96 million ounces, totaling approximately 36 tons since November last year [1] - The Shanghai Futures Exchange's gold inventory has reached a historical high, with over 36 tons of gold bars registered for futures delivery, reflecting a surge in arbitrage activities and strong demand for futures [1] Group 2 - Traders and banks are capitalizing on the price difference by buying lower-priced gold in the spot market and sending it to exchange warehouses, indicating strong demand in China's gold trading market [2] - Citigroup has revised its bearish outlook on gold, predicting prices will rise to record highs due to deteriorating U.S. economic conditions and inflationary tariffs, with a forecast range of $3,300 to $3,600 per ounce in the next three months [2] Group 3 - The U.S. non-farm payrolls data for July fell short of expectations, signaling a weakening economy, with an 80.3% probability of a rate cut by August 3, potentially leading to a new round of rate cut trading [3] - The recently released "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)" outlines key directions for domestic gold resource development, including exploration and mining [3] Group 4 - Key Hong Kong-listed gold and precious metal companies include Zijin Mining (02899), Shandong Gold (01787), Zhaojin Mining (01818), Chifeng Jilong Gold (06693), Lingbao Gold (03330), China Gold International (02099), and others [4]

Group 1 - The core viewpoint of the article highlights the recent surge in gold stocks, driven by a significant increase in international gold prices and concerns over the U.S. economy transitioning from resilience to recession [1] Group 2 - As of the report, the stock prices of several gold companies have risen: China Gold International increased by 6.55% to HKD 75.65, Chifeng Jilong Gold Mining rose by 5.76% to HKD 25.46, Tongguan Gold climbed by 3.68% to HKD 1.97, and Lingbao Gold gained 2.52% to HKD 10.97 [1] - The spot gold price reached USD 3,386 per ounce, reflecting a 0.5% increase on the day of the report [1] Group 3 - Tianfeng Securities' research report indicates that the primary driver for the current rise in gold prices is the downward revision of U.S. economic data for May and June, suggesting a deteriorating economic backdrop [1] - The outlook for gold remains positive, with potential catalysts on the horizon, including challenges to the independence of the Federal Reserve and ongoing pressure from Trump on Powell's position [1] - Citigroup has adjusted its bearish forecast on gold, now predicting that due to worsening U.S. economic conditions and tariffs potentially increasing inflation, gold prices may rise to record highs in the short term [1]

Core Viewpoint - The recent surge in gold stocks is attributed to a significant increase in international gold prices, driven by concerns over the U.S. economy transitioning from resilience to recession [1] Group 1: Gold Stock Performance - China Gold International (02099) increased by 6.55%, reaching HKD 75.65 [1] - Chifeng Jilong Gold Mining (06693) rose by 5.76%, trading at HKD 25.46 [1] - Tongguan Gold (00340) saw a rise of 3.68%, priced at HKD 1.97 [1] - Lingbao Gold (03330) experienced a 2.52% increase, with shares at HKD 10.97 [1] Group 2: Gold Price Movement - As of August 7, the spot gold price surged to USD 3,386 per ounce, reflecting a daily increase of 0.5% [1] - The upward trend in gold prices is linked to downward revisions of U.S. economic data for May and June, indicating a deteriorating economic backdrop [1] Group 3: Market Outlook - Analysts from Tianfeng Securities suggest that more favorable conditions for gold are anticipated, with challenges to the independence of the Federal Reserve and ongoing pressure from Trump on Powell [1] - Citigroup has revised its bearish outlook on gold, predicting that due to worsening U.S. economic conditions and tariffs potentially increasing inflation, gold prices may reach record highs in the short term [1]

Group 1 - The core viewpoint of the news is that gold stocks in the Hong Kong market have generally risen, driven by an increase in gold prices following comments from US President Trump, with expectations for further price increases in the future [1] - Gold prices surged nearly $30, reaching above $3,380 per ounce, as gold is traditionally viewed as a safe haven during periods of political and economic uncertainty [1] - Gold prices have increased nearly 30% this year due to escalating trade wars, geopolitical conflicts, and central bank purchases, with Fidelity International predicting prices could reach $4,000 per ounce by the end of next year [1] Group 2 - Specific gold stocks that saw significant increases include China Gold International (up 3.48%), Zhaojin Mining (up 3.05%), and Shandong Gold (up 3.09%) [2] - Other notable performers include Tongguan Gold (up 2.09%), Lingbao Gold (up 1.59%), and Chifeng Jilong Gold (up 0.16%) [2]

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 ...