量价共振推动黄金股估值修复与重估

DoNews2025-06-13

当前国内金矿股涨至高位，引发市场对估值方法和空间的疑问。从方向上看，金价上涨叠加企业产量增长，量价齐升有望推动板块PE继续修复；从空间看，国内金矿股在现金流和资源维度被低估，未来推广相关估值方法或促使其重估。传统视角下，PE仍是国内市场重要估值方法。复盘显示，金矿股PE受金价周期和产量释放影响：金价上涨阶段PE主动提升，产量增长提速时PE亦提升。展望未来，金价可能受益于流动性宽松、美国滞胀担忧及...

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