港股异动 | 黄金股延续涨势 央行连续六个月增持黄金 机构称下半年黄金或迎突破区间

Group 1 - Gold stocks continue to rise, with Lingbao Gold up 3.98% to HKD 9.41, Chifeng Gold up 2.62% to HKD 29.35, Shandong Gold up 1.24% to HKD 24.55, and Zhaojin Mining up 0.31% to HKD 19.32 [1] - As of April, China's gold reserves reached 73.77 million ounces, an increase of 70,000 ounces from the previous month, marking six consecutive months of gold accumulation by the People's Bank of China [1] - Spot gold prices have returned to the USD 3,400 per ounce level as of May 8 [1] Group 2 - China Galaxy Securities reports that gold price breakthroughs may depend on the Federal Reserve's interest rate cuts or a surge in physical gold demand, with a current trading range for gold set between USD 3,150 and USD 3,550 [1] - If the U.S. economy experiences stagflation without interest rate cuts, gold is likely to trend upwards; however, in a recession, gold may decline alongside other commodities until the Fed cuts rates [1] - The demand for gold is expected to rise due to the ongoing increase in gold reserves by the People's Bank of China, driven by changes in the global political and economic landscape following the new U.S. government [2]