摩根大通CEO戴蒙:在投资组合中持有黄金是“半理性”的选择

Core Viewpoint - JPMorgan CEO Jamie Dimon acknowledges the logic of holding gold but refrains from commenting on whether gold is overvalued after its historic surge. He suggests that in the current environment, gold prices could easily rise to $5,000 or $10,000, indicating a rare moment where holding some gold in an investment portfolio seems "half reasonable" [1] Group 1: Gold Investment Perspective - Dimon states that he is not a gold buyer, citing a holding cost of 4% [1] - He emphasizes that asset prices are generally high, affecting nearly all asset classes [1] Group 2: Market Sentiment - Citadel founder Ken Griffin notes that investors are beginning to view gold as a safer asset compared to the dollar, which he describes as a concerning development [1]