东吴证券：美联储加息接近尾声建议关注业绩弹性较大的黄金股标的

智通财经2023-06-06

智通财经APP获悉，东吴证券发布研究报告称，美国经济衰退预期逐渐强化，期限利差持续倒挂，预计美联储加息接近尾声。经济下行压力较大的情况下，货币政策预期逐渐转为宽松，名义利率有望下行，金价进入强势周期。复盘历史，黄金股表现与金价基本一致，股价上涨节点和高点早于金价，且低估值、高弹性的公司在金价强势期涨幅较大。因此，该行认为在当前美联储加息接近尾声、黄金价格走势趋强的背景下，建议关注市值/权益产量低、...

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东吴证券： 美联储加息接近尾声 建议关注业绩弹性较大的黄金股标的

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东吴证券：美联储加息接近尾声建议关注业绩弹性较大的黄金股标的