--- title: "国泰海通：维持对黄金的战术性超配观点" description: "国泰海通研报认为，全球宏观流动性的改善与避险情绪上升或支持黄金表现，维持对黄金的战术性超配观点。美联储降息、全球地缘政治形势叠加中国央行持续购金将对黄金定价持续形成有力支撑。在国际地缘政治环境变化导致资本市场波动加剧的宏观背景下，国泰海通积极看好金价短期表现，亦看多黄金长期配置价值。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/262055846.md" published_at: "2025-10-21T12:23:45.000Z" --- # 国泰海通：维持对黄金的战术性超配观点 > 国泰海通研报认为，全球宏观流动性的改善与避险情绪上升或支持黄金表现，维持对黄金的战术性超配观点。美联储降息、全球地缘政治形势叠加中国央行持续购金将对黄金定价持续形成有力支撑。在国际地缘政治环境变化导致资本市场波动加剧的宏观背景下，国泰海通积极看好金价短期表现，亦看多黄金长期配置价值。 国泰海通研报认为，全球宏观流动性的改善与避险情绪上升或支持黄金表现，维持对黄金的战术性超配观点。美联储降息、全球地缘政治形势叠加中国央行持续购金将对黄金定价持续形成有力支撑。在国际地缘政治环境变化导致资本市场波动加剧的宏观背景下，国泰海通积极看好金价短期表现，亦看多黄金长期配置价值。 ### Related Stocks - [07299.HK - 南方两倍看多黄金](https://longbridge.com/zh-CN/quote/07299.HK.md) - [GLD.US - 黄金 ETF - SPDR](https://longbridge.com/zh-CN/quote/GLD.US.md) - [YANG.US - 富时中国 3 倍做空 ETF - Direxion](https://longbridge.com/zh-CN/quote/YANG.US.md) - [YINN.US - 富时中国 3 倍做多 ETF - Direxion](https://longbridge.com/zh-CN/quote/YINN.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | US expected to add Alibaba and other to list of firms allegedly aiding China's military, sources say | The Trump administration is set to add Alibaba and other companies to a list of firms allegedly supporting China's milit | [Link](https://longbridge.com/zh-CN/news/275904637.md) | | China Jan M1 money supply +4.9% y/y | China Jan M1 money supply +4.9% y/y | [Link](https://longbridge.com/zh-CN/news/275876240.md) | | Canadian Goldfields Closes Acquisition of Miminiska Gold Property in Ontario | Canadian Goldfields Discovery Corp. has successfully closed the acquisition of the Miminiska Gold Property in Ontario, a | [Link](https://longbridge.com/zh-CN/news/275956659.md) | | Tiernan Gold Advances Volcan Project with Engineering-Led Development in Chile | Tiernan Gold Corp. has updated its Volcan Gold Project in Chile, now listed on the TSX Venture Exchange after a reverse | [Link](https://longbridge.com/zh-CN/news/275444629.md) | | Lode Gold Initiates Permit Process For Surface Drilling At Fremont Gold Mine | Lode Gold Resources Inc has initiated the permit process for surface drilling at its Fremont Gold Mine in California. Th | [Link](https://longbridge.com/zh-CN/news/275950017.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。