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开源证券:看好黄金珠宝行业长期景气

Securities Times ·  Jul 18 16:17

证券时报网讯,开源证券研报指出,2024年3月以来,国际金价屡创新高,未来考虑美国降息预期、全球流动性提高和各国央行加大黄金储备等因素,持续看好金价长线表现。近年来金价上涨背景下,我国黄金消费也呈现出与金价共振向上趋势,量价齐升支撑行业规模增长。从中长期视角出发,黄金在大众心中的保值增值“确定性”标签逐步确定,拉动黄金投资类需求增长;而黄金首饰的工艺设计革新叠加“新中式”潮流风靡,也有望持续激发黄金日常消费类需求。看好黄金珠宝行业长期景气。建议关注:潮宏基、周大生、中国黄金等。

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