桥水达利欧呼应格里芬：黄金“无疑”是比美元更可靠的避险资产

Group 1 - Ray Dalio, founder of Bridgewater Associates, asserts that gold is a more reliable safe-haven asset than the US dollar, with current gold prices reaching historical highs similar to the 1970s during high inflation and economic turmoil [1][2] - Since the end of July, gold prices have surged over 20%, currently around $4000 per ounce, driven by expectations of a government shutdown and potential interest rate cuts by the Federal Reserve [1] - Dalio recommends allocating about 15% of investment portfolios to gold as a strategic asset allocation move [1][3] Group 2 - Dalio highlights the attractiveness of gold as a store of value amid rising government debt, geopolitical tensions, and declining confidence in currency stability [2] - He expresses concerns about the overheated stock market, particularly regarding the potential bubble in the AI sector, drawing parallels to historical speculative bubbles [3] - Despite valuation concerns, Dalio remains optimistic about investment opportunities in the AI sector, particularly in companies that enhance efficiency through AI and those providing platform support [3] Group 3 - Dalio maintains a positive outlook on the Chinese market while noting that investments in the US are currently larger, acknowledging the unique challenges and advantages of both markets [3]