理解市场 | 黄金股集体走高 初请数据缓解衰退担忧 中东地缘局势依旧紧张
Gold stocks collectively rose. As of the time of publication, Lingbao Gold rose by 3.94% to HKD 3.43, Zhaojin Mining rose by 3.79% to HKD 13.16, Zijin Mining rose by 3.61% to HKD 15.48, and China Gold International rose by 3.43% to HKD 42.25. On the news front, the initial jobless claims in the United States for the week ending August 3 totaled 233,000, lower than the expected 240,000, marking the largest decline in nearly a year. This eased market concerns about a US recession, leading traders to reduce expectations of a 50 basis point rate cut by the Federal Reserve in September. Additionally, the geopolitical situation in the Middle East remains tense, as the assassination of Hamas political leader Haniyeh brings more uncertainty to the potential ceasefire agreement between Israel and Hamas. Currently, spot gold has once again surpassed the $2,400 mark. Institutions point out that in the medium to short term, the trend of weakening US economic data and rising rate cut expectations have driven gold prices to historic highs. In the long term, a new paradigm shift is emerging, with strong central bank gold purchases, increasing US money supply, and changes in geopolitical situations expected to continuously lift the long-term equilibrium of gold. With the resonance of new and old paradigms, gold-related companies are expected to gradually realize growth in performance
According to the Wise Finance APP, gold stocks collectively rose. As of the time of publication, Lingbao Gold (03330) rose by 3.94% to HKD 3.43; Zhaojin Mining (01818) rose by 3.79% to HKD 13.16; Zijin Mining (02899) rose by 3.61% to HKD 15.48; and China Gold International (02099) rose by 3.43% to HKD 42.25.
On the news front, the number of initial jobless claims in the United States for the week ending August 3 was 233,000, lower than the expected 240,000, with the largest decline in nearly a year. This eased market concerns about a recession in the United States, leading traders to reduce expectations of a 50 basis point rate cut by the Federal Reserve in September. Additionally, the Middle East geopolitical situation remains tense, with the assassination of Hamas political leader Haniyeh adding more uncertainty to the potential ceasefire agreement between Israel and Hamas.
Currently, spot gold has once again surpassed the $2,400 mark. Institutions point out that in the medium to short term, the trend of weakening U.S. economic data and rising rate cut expectations have driven gold prices to historic highs. In the long term, a new paradigm is emerging, with strong central bank gold purchases, increasing U.S. money supply, and changes in geopolitical situations expected to continuously lift the long-term equilibrium of gold. With the resonance of new and old paradigms, the performance of gold-related companies is expected to gradually realize growth
