“现在就像70年代!” ——达利欧：买更多黄金

Group 1: Investment Strategy - Bridgewater Associates founder Ray Dalio suggests that investors should allocate up to 15% of their portfolios to gold, viewing it as a superior hedge compared to the US dollar, especially in the current economic climate reminiscent of the 1970s [1][2][6] - Gold prices have surged over 50% this year, reaching approximately $4,000 per ounce, with futures hitting $4,071 this week [2][4] - Dalio emphasizes that gold serves as a strong store of value amid rising government debt, geopolitical tensions, and declining confidence in fiat currencies [6] Group 2: Market Observations - Dalio expresses caution regarding the recent surge in US stock markets, indicating that speculation around artificial intelligence (AI) exhibits typical bubble characteristics, similar to past market innovations [7] - Despite concerns about valuations, Dalio refrains from shorting large tech companies, indicating a belief in the potential for AI to generate returns through efficiency improvements [7] - Wall Street analysts are bullish on gold, with predictions for gold prices to rise to $4,900 by December 2026, driven by continued ETF inflows and central bank purchases [8]