Group 1 - The core viewpoint of the article highlights the significant rise in gold stocks, with Lingbao Gold (03330) increasing by 6.71% to HKD 18.92, China Gold International (02099) up by 6.2% to HKD 161, China Silver Group (00815) rising by 5.8% to HKD 0.73, and Zhaojin Mining (01818) gaining 4.93% to HKD 31.94 [2] - On December 22, spot gold prices surged over 1%, breaking the USD 4,382 per ounce mark, setting a new historical high [2] - Goldman Sachs believes that emerging market central banks will continue to buy gold to diversify reserve risks amid geopolitical tensions and the "AI and national power competition" macro backdrop, which, along with the cyclical support from the Federal Reserve's interest rate cuts, drives gold prices upward [2] Group 2 - CITIC Construction Investment released a report indicating that the VIX for silver is at a historical high, warning of potential pullback risks after overbought conditions [2] - GF Futures noted in their latest precious metals weekly report that the recent significant rise in silver has caused the gold-silver ratio to drop to a new four-year low [2]
黄金股涨幅居前 现货黄金再创历史新高 高盛重申看涨黄金观点