桥水中国：尽管金价已有明显上涨 仍认为其有配置价值

Core Viewpoint - Bridgewater China emphasizes that despite the significant rise in gold prices, it still holds allocation value and can provide diversification benefits for investment portfolios [1] Group 1: Investment Perspective - Investors have not yet made substantial adjustments to their gold allocations, indicating a potential for increased interest in gold as a hedge against currency risks [1] - The long-term structural factors enhancing gold's attractiveness are unlikely to diminish in the short term [1] Group 2: Market Dynamics - The price movement of gold reflects a growing trend among global central banks and other investors to use gold as a hedge against monetary risks [1] - There appears to be a considerable amount of capital willing to purchase gold at current prices, even when facing the opportunity cost of zero "interest yield" [1]