STARTRADER星迈：黄金重磅信号！华尔街传出重大配置转向信号

Group 1 - The current market environment suggests that a 60% equity, 20% fixed income, and 20% gold investment strategy is more effective in hedging against inflation risks, as the historical yield advantage of U.S. stocks over government bonds is at a low point [1][3] - The traditional 60/40 investment portfolio is being challenged, with gold now seen as a more valuable asset for resilience compared to U.S. Treasuries, while high-quality stocks can maintain profit growth in inflationary conditions [3] - Historical data indicates that September is typically a weak month for U.S. stocks, yet in 2023, the S&P 500 and Nasdaq indices have repeatedly reached new highs [3] Group 2 - The return of alpha returns indicates a shift from a broad market movement to structural opportunities, allowing investors to achieve above-average returns through precise industry selection and stock picking, with gold providing foundational risk hedging [4] - Spot gold prices have surpassed $3,700 per ounce, setting a new historical record, driven by potential interest rate cuts from the Federal Reserve, which would lower the opportunity cost of holding gold and weaken the dollar [3]