黄金价格突破历史新高 汇丰紧急上调2026年目标价近30%（附概念股）

Group 1 - Gold and silver prices have reached historical highs due to increased concerns over credit quality in the economy, geopolitical tensions, and investor bets on a significant rate cut by the Federal Reserve this year [1] - Spot gold rose by 1.2% to $4,379.96 per ounce, marking a historical high and potentially the largest weekly gain since 2020 [1] - HSBC has raised its gold price forecast for 2025 from $3,215 to $3,355 per ounce, citing geopolitical tensions, economic uncertainty, and a weaker dollar as reasons [1] Group 2 - HSBC also increased its 2026 gold price forecast from $3,125 to $3,950 per ounce, a 26% increase, and expects bullish market sentiment to continue driving gold prices upward [1] - However, HSBC warned that if the Federal Reserve cuts rates less than currently expected, it could suppress gold price growth [1] - Global inflation's gradual decline may weaken the demand for gold jewelry, which was previously driven by inflation concerns [1] Group 3 - According to a report from招商证券, gold prices are expected to continue reaching new highs due to short-term factors like inflation resistance and risk aversion, as well as long-term monetary and financial factors [2] - The report anticipates that gold prices will remain strong in the short term due to heightened risk aversion [2] - Three key factors are identified that will continue to push the gold price upward in the medium to long term [2] Group 4 - Related Hong Kong stocks in the gold and precious metals sector include Zijin Mining (02899), Zhaojin Mining (01818), and China Gold International (02099) among others [3]