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东兴证券-黄金行业深度报告：再议黄金金融属性多定价因子-241108

我们自2019年至今持续深度有效的追踪黄金行业定价变化。2019-2024年，我们从1000美元/盎司附近明确提示黄金行业历史大底显现，我们在业内首个提出巴塞尔协议I提升黄金资本属性，我们对黄金行业定价逻辑进行细致拆分并且于黄金升至2000 美元/盎司后再度在强市场分歧下坚定呼呼关注黄金资产的配置机会。具体的持续跟踪深度文章如下： 2019 年我们在市场强分歧下撰写深度《贵金属大底已现，黄金暗黑

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