Group 1 - Gold stocks are experiencing significant gains, with China Gold International rising by 4.41% to HKD 168, China Silver Group up by 4.29% to HKD 0.73, Lingbao Gold increasing by 3.08% to HKD 20.1, Shandong Gold up by 2.56% to HKD 40.92, and Zhaojin Mining rising by 2.59% to HKD 36.5 [1] - Geopolitical tensions are escalating as the U.S. military forcibly removed Venezuelan President Maduro and his wife, while Iran's domestic situation is heating up, and Trump has threatened to "provide help" or "strike hard" [1] - The ongoing Russia-Ukraine conflict continues to drive market demand for safe-haven assets [1] Group 2 - On January 12, spot gold prices briefly surpassed USD 4600 per ounce, reaching a historical high, while spot silver rose nearly 5% to USD 84 per ounce, also marking a historical peak [1] - CITIC Securities projects a strong likelihood of gold price increases in 2026, driven by expectations of dual monetary and fiscal easing in the U.S. and persistent stagflation pressures in the U.S. economy [1] - Under a neutral scenario, the model anticipates that international gold prices could exceed USD 5100 per ounce by the end of 2026 [1]
港股异动 | 黄金股涨幅居前 地缘动荡频发避险需求升温 黄金白银齐创历史新高