节点：中游（冶炼、中间品）位置：中游情绪：中性参考度：2/10
港股部分有色金属相关个股在周二延续涨势。招金矿业（01818.HK）上涨1.28%，山东黄金（01787.HK）上涨0.52%。
消息面上，9月23日，国际金价再度大涨，COMEX黄金站上3795美元/盎司，再创历史新高，目前处于3378美元附近。
银河证券认为，美联储再次重启降息后，货币政策逐步宽松趋势或已确立。后续受美国劳动力市场下滑影响，美联储或将持续降息，推动全球黄金ETF基金加速增持黄金，进而推升金价。而且在本次美联储降息会议中，特朗普任命的新美联储理事米兰要求9月降息50个基点、2025年共计降息150个基点，与其他官员意见分歧，或引发市场对美联储独立性的担忧，加大金价上涨弹性。
申万期货分析指出，特朗普持续施压背景下，美联储降息姿态谨慎，但降息前景明确...
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