金子或将重演2015年历史！10月29日下周开启关键窗口，务必关注

Core Insights - The recent surge in interest in the gold market is reminiscent of the 2015 market dynamics, with various stakeholders discussing gold investment opportunities and potential market shifts around October 29 [2] Group 1: Historical Context - In 2015, the gold market experienced significant volatility influenced by policy changes and market sentiment, with a notable drop in gold prices due to expectations of a Federal Reserve interest rate hike [3] - The fourth quarter of 2015 marked a turning point for gold prices, as global economic uncertainties led to increased safe-haven demand, stabilizing prices after a substantial decline [3] Group 2: Current Market Signals - Current market signals echo those of 2015, particularly regarding Federal Reserve monetary policy, with expectations of a shift towards interest rate cuts, enhancing gold's appeal as a store of value [4] - The phenomenon of "asset scarcity" is re-emerging, with investors seeking refuge in gold amid stock and bond market volatility, as traditional hedging strategies face challenges [4] - Central banks are increasing their gold holdings, with significant purchases from countries like China, Russia, and Turkey, indicating a strategic shift towards "de-dollarization" [4] Group 3: Market Stability Factors - The current gold market benefits from stronger stability factors compared to 2015, including ongoing geopolitical tensions that are likely to sustain safe-haven demand [5] - The investor base has shifted towards long-term holdings of gold, with a growing percentage of central banks and individual investors favoring gold as a stable asset [5] Group 4: Strategic Recommendations - Different strategies are recommended for various groups in light of the upcoming key market window on October 29, with advice for consumers to consider buying during price dips and for investors to adopt a phased investment approach [6] - Investors are advised to limit gold investments to a maximum of 10% of total assets and to focus on gold ETFs or paper gold for easier liquidity [6]