贵金属避险

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历史新高!黄金,卷土重来?
天天基金网· 2025-09-03 05:29
牛市来了还没上车?上天天基金APP搜索777注册即可领500元券包,优选基金10元起投!限量发放!先到先得! 黄金新一轮上攻,已经开始? 当前,金价在美联储降息东风的推动下向上突破,伦敦现货黄金突破3500美元/盎司关口,多家机构预测,在横盘4个月之后,贵金属有望开启新一轮上涨趋势。摩 根士丹利已经将黄金年底目标价设定为3800美元/盎司。 黄金白银联手创新高 建信期货研究员何卓乔判断,金价突破3500美元/盎司关口后,将开启新一轮上涨趋势。由于美联储降息同时也会改善美国甚至全球经济增长动能,因此工业属性较 强的白银也会跟随金价上涨,甚至在涨幅方面超越黄金。 值得注意的是,除了黄金白银之外,稀土、铜等金属也出现连续上涨,带动资本市场有色金属板块联动上行。其中,有色金属ETF基金(516650)近10个交易日累 计净申购超1.5亿元,年内涨幅已达51.56%。知名私募机构清和泉投资的持仓重点之一就在黄金、铜、铝等上游资源行业。 清和泉投资认为,美联储在9月降息的概率较大,美元有中长期走弱的趋势,另外供给端增长较为有限,上游资源的价格周期性已经明显减弱,优质公司的盈利稳 定性逐渐增强,充沛的现金流改善了资产负债表 ...
黄金白银联手再创新高 机构看高金价至3800美元/盎司
Zheng Quan Shi Bao· 2025-09-03 02:27
9月2日,在美联储降息预期推动下,伦敦现货黄金突破3500美元/盎司关口。 证券时报记者 魏书光 建信期货研究员何卓乔认为,金价突破3500美元/盎司关口后,将开启新一轮上涨行情。由于美联储降 息同时也会改善美国乃至全球经济的增长动能,因此工业属性较强的白银也会跟随金价上涨,甚至在涨 幅方面超越黄金。 多家机构预测,在横盘4个月之后,贵金属有望开启新一轮上涨行情。对于黄金的年底目标价,摩根士 丹利已经看高至3800美元/盎司。 黄金白银联手再创新高 9月2日,伦敦现货黄金在亚洲交易时段突破3500美元/盎司关口,最高触及3508.49美元/盎司,再创历史 新高。这已是国际现货金价连续6个交易日上涨。今年4月,国际现货金价曾创下3500美元/盎司的历史 高位,随后陷入长达4个月的横盘整理。 与此同时,纽约COMEX黄金、白银期货价格也在亚洲交易时段联手创下历史新高,其中,COMEX黄 金盘中最高价达3578.4美元/盎司,COMEX白银盘中最高价触及41.99美元/盎司。其中,COMEX白银和 伦敦现货白银均创下了2012年以来的最高水平。国内方面,截至昨日收盘,沪金2510主力合约报收 804.32元/克,涨 ...
成分股矿企多家涨停,金价放大器黄金股ETF(517520)继续强势上涨
Sou Hu Cai Jing· 2025-09-03 02:14
据报道,全球最大黄金 ETF--SPDR Gold Trust持仓较上日大幅增加 12.88吨,为3月22日以来最大增幅, 当前持仓量为 990.56吨,创下2022年8月以来最高水平 今日开盘,中证沪深港黄金产业股票指数(931238)强势上涨3.03%,成分股白银有色(601212)上涨 10.09%,西部黄金(601069)上涨10.00%,江西铜业股份(00358)上涨7.88%,万国黄金集团(03939),招金 矿业(01818)等个股跟涨。 黄金股ETF(517520)上涨2.81%。拉长时间看,截至2025年9月2日,黄金股ETF近1周累计上涨10.03%。 | | 代码 | | 涨跌幅 | | --- | --- | --- | --- | | 1 | 601212 | 白银有色 | 10.09% | | 2 | 601069 | 西部賃金 | 10.00% | | 3 | 0358 | 江西铜业股份 | 7.88% | | 4 | 6181 | 老铺黄金 | 4.29% | | 5 | 600489 | 中金黄金 | 4.11% | | 6 | 600988 | 赤峰黄金 | 3.88% | ...
国际金价连续多日拉涨再创新高!9月1日沪金主力合约也大涨?
Sou Hu Cai Jing· 2025-09-02 08:33
经历连续多日拉涨,国际金价再度刷新历史高点。 9月1日上午,国际金价经历震荡后明显上涨。COMEX黄金价格在盘中一度达到3552.4美元/盎司,超越了8月初设立过的3534.1美元/盎司的历史峰值。与 此同时,国内期货市场中的沪金主力合约2510在早间也大幅攀升,盘中成功超过800元/克。 | < W | COMEX黄金 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | GC.CMX | | | | | | | 3542.5 | | 昨结 | 3516.1 | 总手 | | 4.66万 | | +26.4 | +0.75% 开学 | | 3514.9 | 现手 | | 1 | | 最高价 | 3552.4 | 博 仓 | 0 | dr प्रति | | 1.95万 | | 最低价 | 3506.0 | 구 t | -34.59万 | 内 | | 2.71万 | | 关时 | 五日 | EK | 周K | 目K | 車名 | | | 叠加 | | | | 均价:3529.9 | | | | 3552.4 | | | | 1.03% | 35 ...
1秒钟,20%涨停!
中国基金报· 2025-07-14 02:55
Core Viewpoint - The article highlights the recent performance of the A-share market, focusing on the surge in specific sectors such as precious metals and electric power stocks, alongside significant corporate developments like the acquisition of a majority stake in a company. Group 1: Market Overview - On July 14, the A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.35%, while the Shenzhen Component and ChiNext indices fell by 0.14% and 0.67% respectively [2] - Precious metal stocks experienced a rally, while sectors like multi-finance, stablecoins, and real estate showed fluctuations [4] Group 2: Corporate Developments - On July 8, Upwind New Materials announced that Zhiyuan Robotics would acquire at least 63.62% of its shares, leading to a change in the controlling shareholder and actual controller to Deng Taihua and his core team, including Zhi Hui Jun [5] Group 3: Precious Metals Sector - Precious metal stocks saw significant gains, with Hunan Silver achieving two consecutive trading limits, and companies like Zhongjin Gold and Shengda Resources also rising [8] - Recent market conditions have driven the price of silver to exceed $38 per ounce, marking the highest level since 2011 [9] - Analysts noted that the increase in tariffs has heightened demand for safe-haven assets, contributing to the bullish trend in precious metals [11] Group 4: Electric Power Sector - Electric power stocks collectively rose, with companies like Jiantou Energy and YN Holdings hitting their daily price limits [13] - The surge in the electric power sector is attributed to the upcoming summer peak in electricity demand and expectations surrounding supply-side reforms [14] - A report from the China Electricity Council forecasts a 5% to 6% year-on-year growth in national electricity consumption by 2025 [14]