摩根大通CEO戴蒙承认：持有黄金“有些合理”，金价可能轻松涨至5000或10000美元

Core Viewpoint - Jamie Dimon, CEO of JPMorgan, stated that holding gold is "somewhat rational" and predicted that gold prices could easily rise to $5,000 or even $10,000 in the current environment, marking one of the few times in his career he has viewed gold allocation as "half-rational" [1] Group 1: Gold Price Trends - Gold prices reached a historic high of $4,200 per ounce, with a year-to-date increase of nearly 60%, surpassing stock market performance [2][4] - The demand for gold as a safe-haven asset reflects concerns over inflation and geopolitical instability, with central bank gold purchases being a major driver of the price increase [4] Group 2: Investor Sentiment and Allocation - Despite the significant rise in gold prices, Wall Street's allocation to gold remains low at only 2.4%, according to a recent Bank of America fund manager survey [5] - In comparison, cryptocurrency allocation is even lower at 0.4%, indicating that gold is still relatively under-allocated [8] Group 3: Changing Perspectives Among Wall Street Leaders - The statements from Dimon and Ken Griffin indicate a shift in perspective among Wall Street leaders who previously held reservations about precious metals, now reassessing gold's investment value [11] - Dimon’s mention of a 4% holding cost primarily applies to wealthy individuals needing to store large amounts of gold, while the holding cost for smaller investors is nearly zero [11] - Griffin's view of investors turning to gold as a sign of declining confidence in the dollar reflects rising concerns about the stability of fiat currencies [11]