市场担忧美联储独立性受到挑战，投资者避险情绪升温，国际金价上周上涨2.86%。整个8月，国际金价累计涨幅超过5%，创下今年4月以来的最佳单月表 现。9月1日（截至北京时间17:00），黄金再度驶入上涨通道，最高触及3489.86美元/盎司，距离历史新高仅有一步之遥。与此同时，COMEX黄金期货价格 盘中最高冲至3557.1美元/盎司，站上历史最高点。 多家机构积极上调了黄金价格展望，多数机构认为明年站上4000美元/盎司不是梦。在金价迭创新高之际，黄金上游采矿公司的业绩也是全线飘红，其中多 家公司的净利润实现翻倍。 高盛在多份报告中明确表示，基于全球央行购金、经济衰退风险及美元信用动摇三大驱动因素，维持2025年年底金价3700美元/盎司的目标。若央行购金量 超预期（如达100吨/月）或经济衰退加剧，甚至可能提前触及3810~3880美元/盎司。 星展银行首席投资总监侯伟福表示，星展银行在2025年内持续看好另类资产投资市场，尤其是黄金市场和收益型私募资产市场，并将2025年第四季度黄金的 目标价格定为3765美元/盎司。 黄金大涨，也引来各路资金关注，国内资管机构开始重视黄金在资产配置组合中的作用。将黄金纳 ...

国内黄金股大涨。截至收盘，中金黄金、西部黄金、湖南黄金涨停，山东黄金、赤峰黄金等涨超7%。 今日，贵金属价格再度走强。国际金价连续第五个交易日上涨，COMEX黄金期货最高触及3553.8美元/盎司，再创历史新高；现货黄金盘中突破3480美元/ 盎司，已逼近4月份创下的历史新高。 现货白银价格突破40美元/盎司关键关口，为2011年以来首次，年内累计涨幅超40%。当前，伦敦银现报40.574美元/盎司，涨幅为2.22%。 图源：千图网 范芮表示，白银本身除具有避险属性、货币属性等贵金属特质外，还具有明显的工业属性，因此不能仅根据黄金走势或金银比等简单逻辑投资白银。此 外， 白银本身的波动性相对黄金偏大，走势节奏相对黄金偏快，因此投资难度也相对较大。中国商业经济学会副会长宋向清提醒，普通投资者建议明确 投资目的，避免盲目跟风。 部分黄金饰品品牌价格也实现上涨。9月1日，周大福和六福珠宝黄金实物价格为1027元，上涨1.18%。 机构：黄金上行空间广阔 近期，在美联储降息预期的推动下，黄金、白银价格持续上涨。当地时间8月29日，美国公布的最新通胀数据显示，美国7月核心个人消费支出价格指数同 比上涨2.9%。在最新通 ...

（原标题：揭秘涨停丨贵金属板块掀起涨停潮） 今日29股封单资金超1亿元。 涨停战场： 2股封单资金逾8亿元 从连续涨停天数看，天普股份斩获7连板，德创环保实现5连板，建业股份4连板，兆新股份、三维通信、*ST惠程3股均3连板；另有飞马国际、德 新科技、国轩高科等十余股收获两连板。 以封单金额计算，今日29股封单资金超过1亿元。数据港、天普股份逾8亿元，分别为8.7亿元、8.21亿元；德创环保、兆易创新、利欧股份、建业 股份封单金额逾4亿元；华工科技、国轩高科封单金额均在2亿元以上。 数据港9月1日主力资金净流入2.16亿元，占总成交额42.09%；游资资金净流出1.14亿元，占总成交额22.2%；散户资金净流出1.02亿元，占总成交 额19.89%。2025年上半年，公司实现营收约8.11亿元，同比增长4.13%；归母净利润8495.86万元，同比增长20.37%。 数据港作为国内少数获得多家世界级互联网公司认可的专业数据中心服务商，已在全国建成35座数据中心，折算标准机柜超7.42万个，IT负载规 模达371.1兆瓦，可支撑每秒200亿亿次运算量级算力。公司是阿里云定制化IDC的主要供应商。 天普股份7连板 ...

Group 1: Market Overview - On September 1, 29 stocks had sealed orders exceeding 1 billion yuan, indicating strong market interest [2] - Data Port and Tianpu Co. led with sealed order amounts of 8.7 billion yuan and 8.21 billion yuan respectively [2] - The net inflow of main funds into Data Port was 216 million yuan, accounting for 42.09% of total trading volume [2] Group 2: Company Performance - Data Port achieved revenue of approximately 811 million yuan in the first half of 2025, a year-on-year increase of 4.13%, with a net profit of 84.96 million yuan, up 20.37% [2][3] - Tianpu Co. reported a revenue of 151 million yuan in the first half of 2025, a decrease of 3.44%, with a net profit of 11.30 million yuan, down 16.08% [3] - Zhongjin Gold reported a revenue of 35.07 billion yuan in the first half of 2025, a year-on-year increase of 22.9%, with a net profit of 2.695 billion yuan, up 54.64% [5] Group 3: Sector Highlights - The precious metals sector saw a surge with stocks like Zhongjin Gold and Hunan Gold hitting the limit up, driven by rising gold prices [5] - The weight loss drug sector also gained attention with stocks like Dezhan Health and Health元 seeing significant movements due to regulatory approvals [7] - The Co-Packaged Optics (CPO) sector had notable performances from companies like Yuanjie Technology and Tengjing Technology, focusing on high-speed optical communication components [8] Group 4: Stock Trends - Tianpu Co. achieved a 7-day consecutive limit up with a cumulative increase of 94.86% [3] - Other stocks like Dechuang Environmental and Zhaoxin Innovation also showed strong performance with multiple consecutive limit ups [2][3] - The top stocks by sealed order volume included Liou Co., Hunan Silver, and Jishi Media, indicating diverse sector interests [2][4]

红星资本局9月1日消息，国际金价再度大涨，伦敦现货黄金盘中一度突破3489美元/盎司，逼近4月历史高点。COMEX黄金期货同步上涨，盘中最高涨至 3557.1美元/盎司，再创历史新高。 A股黄金股亦大涨，截至9月1日收盘，中金黄金（600489.SH）、湖南黄金（002155.SZ）、西部黄金（601069.SH）等多股封板涨停，赤峰黄金 （600988.SH）、山东黄金（600547.SH）分别涨超8.01%、7.73%。 据央视财经报道，当地时间8月29日，美国公布的最新通胀数据显示，美国7月核心个人消费支出价格指数同比上涨2.9%。在最新通胀数据发布后，市场强 化了美联储9月降息的预期，国际金价显著上涨。 对于后续走势，王红英认为，未来国际金价仍有上涨空间，有望突破4000美元/盎司。但整体上涨的同时也容易发生价格回调，建议投资者切勿盲目追高， 待价格回调时，酌情分批分量买入黄金。 红星新闻记者 俞瑶 实习记者 李海颜 编辑 余冬梅 紧跟金价上涨步伐，国内金饰品报价也水涨船高，部分品牌足金克价突破1000元。例如，周大福（01929.HK）、周大生足金饰品价格为1027元/克，单日上 涨1.18%；老庙 ...

Core Viewpoint - International gold prices have reached a new historical high, significantly impacting the A-share gold sector and domestic gold jewelry prices [1][3]. Group 1: International Gold Price Movement - On September 1, the COMEX gold futures price surged to a peak of $3552.4 per ounce, surpassing the previous high in August, with a year-to-date increase of approximately 35% [1]. - Multiple international financial institutions are bullish on gold prices, with UBS raising its target for mid-2026 to $3700 per ounce and Bank of America predicting a rise to $4000 per ounce by the same time [3]. Group 2: Impact on A-share Gold Sector - Following the rise in international gold prices, the A-share precious metals sector saw significant gains on September 1, with companies like Zhongjin Gold, Hunan Gold, and Hunan Silver hitting their daily price limits [1]. - Specific stock performances included Xiaocheng Technology rising over 13%, Chifeng Gold increasing by over 8%, and Shandong Gold and Zhaojin Gold both rising over 7% [1]. Group 3: Domestic Gold Jewelry Price Increase - Domestic gold jewelry prices have also surged, with brands like Chow Tai Fook and Lao Feng Xiang reporting prices exceeding 1020 yuan per gram, reflecting weekly increases of 15 to 18 yuan per gram [2].

根据金融数据服务商东方财富的数据，当天以黄金为代表的贵金属板块上涨8.82%，领涨A股所有行业 板块。个股方面，当天A股所有贵金属股票全线飘红；其中，中金黄金、湖南黄金、西部黄金等多股股 价收获涨停板(涨幅约10%)。 就主要股指的表现而言，当天A股三大股指悉数上涨。截至收盘，上证指数报3875点，上涨0.46%；深 证成指报12828点，涨幅为1.05%；创业板指报2956点，涨2.29%。沪深两市成交总额约27500亿元人民 币，较上一个交易日缩量约483亿元人民币。(完) 消息面上，北京时间9月1日，美国COMEX黄金期货主力合约价格上涨并再创历史新高，盘中一度超过 每盎司3550美元。 中新社北京9月1日电 (记者 陈康亮)在9月份的首个交易日，中国A股贵金属板块涨逾8%，表现亮眼。 华源证券分析师田源表示，近期在美联储降息预期升温以及市场担忧美联储独立性的背景下，国际金价 持续上涨，利好贵金属板块。 ...

A股方面，黄金概念股强势上涨，截至9月1日收盘，黄金股ETF(159562)涨幅达7.85%，有色金属ETF基 金(516650)涨3.65%，其共同持仓股西部黄金、白银有色涨停，华钰矿业、湖南黄金、山东黄金等股纷 纷上涨，黄金ETF华夏(518850)涨1.98%。 业内人士分析，推动国际金价走高的主要原因是美国7月的通胀数据强化了美联储下个月的降息预期。 大象新闻记者 成书丽 贵金属市场又躁动起来啦！黄金突破3550美元/盎司，白银刷新上市以来新高！ 9月1日，国际金价高开高走，盘中一度冲破3557美元/盎司，再次刷新历史高位。 国内期货市场上，沪金主力合约2510跟随大涨，突破800元/克。 同样刷新历史高点的还有白银期货价格，9月1日，COMEX白银盘中最高触及41.640美元/盎司，创历史 新高。 光大期货研究所有色金属研究总监展大鹏表示，白银不仅受益于黄金上涨，其强劲的工业需求也是关键 驱动力，比如，白银在光伏、新能源、电子电力等领域的应用不断深化。 世界白银协会的数据显示，白银工业需求占比突破55%，供需连续5年存在缺口，为价格上涨提供了额 外动力。 高盛分析师认为，黄金价格走势更接近曼哈顿优质 ...

Core Viewpoint - The A-share market experienced fluctuations on September 1, with the ChiNext index leading gains, while the Shanghai Composite Index showed narrow movements. Gold concept stocks surged significantly, driven by rising international gold prices, which reached historical highs [2]. Market Performance - The ChiNext index outperformed other indices, indicating strong investor interest in growth sectors [2]. - Gold stocks such as Zhejiang Fu Holding, Zhongjin Gold, Huayu Mining, Hunan Gold, and Western Gold hit the daily limit, while others like Chifeng Jilong Gold, Zhaojin Mining, Shandong Gold, and Sichuan Gold rose over 7% [2]. Gold Price Movement - International gold prices opened high and continued to rise, with COMEX gold futures increasing by over 1%, peaking at $3,557.1 per ounce, marking a new historical high. Spot gold prices also broke through $3,480 per ounce, nearing the historical high set in April [2]. Economic Outlook - According to China International Capital Corporation (CICC), the U.S. is entering a prolonged phase of fiscal dominance and monetary coordination. Recent personnel changes support this assessment [2]. - Looking ahead, under fiscal dominance, the liquidity of the U.S. dollar may trend towards abundance, benefiting global risk assets. The potential for debt monetization, financial repression, and rising inflation may favor gold and other inflation-hedged assets [2].

Market Overview - The Shanghai Composite Index experienced a sideways movement throughout the day, while the ChiNext Index rose over 2% in the afternoon. Gold stocks surged collectively, with companies like Western Gold and Hunan Gold hitting the daily limit. Chip stocks continued their strong performance, with companies such as Zhaoyi Innovation and Wanrun Technology also reaching the limit. The innovative drug concept was actively traded, with Ji Min Health and Kangchen Pharmaceutical hitting the limit. The CPO and other computing hardware stocks saw significant gains, with Guangku Technology and Zhongji Xuchuang rising over 10% to reach new highs. Overall, approximately 3,100 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 2.77 trillion yuan [1]. Hot Topics Gold - The gold sector saw a significant increase, with multiple stocks such as Western Gold, Silver Nonferrous, and Hunan Silver hitting the daily limit. This surge was catalyzed by international gold prices reaching a historical high, with silver breaking the $40 mark for the first time since 2011, and futures rising over 4% [4]. - The latest price for Western Gold was 21.91 yuan, up 9.99%, with a market cap of 14.99 billion yuan. Hunan Gold reached 22.74 yuan, up 10.01%, with a market cap of 35.53 billion yuan. Other notable performers included Silver Nonferrous and Hunan Silver, both hitting the daily limit [5]. Domestic Chips - The domestic chip sector experienced another significant rise, with Tianpu Co. achieving seven consecutive limits and Jianye Co. four consecutive limits. Companies like Xuanji Information and Liyang Chip also hit the limit. Reports indicated that TSMC notified clients of a 5-10% increase in foundry prices for 2026 [7]. - Alibaba has developed a new AI chip to fill the gap left by Nvidia in the Chinese market. Additionally, Huahong announced plans to acquire a 97.5% stake in Huali Micro and raise supporting funds [7][10]. Pharmaceuticals - The pharmaceutical sector saw a notable increase, with Ji Min Health hitting the limit and companies like Kangchen Pharmaceutical and Huahai Pharmaceutical achieving consecutive limits. The National Medical Products Administration reported that China's biopharmaceutical market has become the second largest globally, with innovative drugs accounting for about 30% of global research [11]. - The total amount of foreign authorization for innovative drugs reached nearly $66 billion in the first half of 2025, indicating a growing recognition of Chinese innovative drugs in the global market [11]. Additional Insights - Analysts predict that the domestic innovative drug industry will reach a turning point in 2025, shifting from capital-driven to profit-driven growth, supported by ongoing fundamentals and policies [14]. - The gold and silver markets are expected to benefit from anticipated interest rate cuts by the Federal Reserve, which could support commodity prices overall [6].