中银国际：重申对中国黄金板块“增持”评级

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智通财经APP获悉，中银国际发布研报称，特朗普提名沃什出任联储局新主席，引发贵金属市场剧烈抛售，金价自每盎司5,600美元历史高点曾两日内暴跌逾21%。该行认为，黄金作为美元资产替代品的真实避险资产投资论点依然成立。无论新任联储局新主席人选是谁，美国势必于2026年减息。该行重申对中国黄金行业“增持”评级，并预期2026年平均金价预测值每盎司4,800美元仍有上行空间。山东黄金(01787)与...

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