金价站上4800美元，A股贵金属板块应声拉升，哪些股票被疯狂“买买买”？

Core Viewpoint - The global precious metals market has experienced a strong start in 2026, with gold prices reaching a historic high of $4800 per ounce, marking a cumulative increase of over 10% in January, significantly outperforming major global stock indices [2][3]. Group 1: Precious Metals Market Performance - Gold has entered a strong upward trend, starting from approximately $4330 per ounce at the beginning of the year and surpassing multiple key levels to achieve a $500 increase within just over 20 days [3]. - Silver prices have surged even more dramatically, with COMEX silver rising from around $70 per ounce to a recent high of $95.78 per ounce, reflecting an annual increase of over 30% [4]. Group 2: A-Share Market Reaction - The A-share precious metals sector saw explosive growth on January 21, with an overall increase of 9.24%, leading the market [5]. - Key stocks such as Zhaojin Mining, Sichuan Gold, Hunan Silver, and Western Gold reached their daily limit up, with significant trading volumes indicating high market interest [5][6]. Group 3: Factors Driving Price Increases - The rise in precious metal prices is attributed to multiple factors, including geopolitical conflicts, weakening U.S. dollar credit, and a global trend of central banks increasing gold purchases [7]. - The ongoing geopolitical tensions and the acceleration of de-dollarization are driving both central banks and investors to continue purchasing gold, reinforcing its value as an asset [7]. Group 4: Company Strategies and Market Outlook - Companies in the precious metals sector are accelerating asset consolidation and optimizing their business layouts to capitalize on the industry's upward momentum [6]. - Hunan Gold, a major gold producer, announced a significant asset restructuring plan to acquire subsidiaries that align with its core business, indicating strategic growth initiatives within the sector [6]. Group 5: Investor Sentiment and Future Trends - Long-term investors have seen substantial returns, with some reporting gains exceeding 80% due to consistent investments in gold ETFs [8]. - Experts suggest that gold is transitioning from a "marginal safe-haven asset" to a "strategic reserve asset," with its pricing increasingly tied to the credibility of the global monetary system [9].