帮主郑重:黄金分批布局节奏+多金属投资价值大拆解
Sou Hu Cai Jing·2025-11-25 01:09

Group 1 - The core strategy for gold investment is to adopt a gradual approach, focusing on not rushing, step-by-step accumulation, and controlling positions [3][4][6] - The first investment should occur when gold prices drop below $4000 per ounce, with an initial allocation of 30% to establish a base [3][4] - Subsequent investments should be made when prices reach around $3900 or when there are signs of supply tightness, increasing the position to 60% [4][6] - The final investment should be cautious, waiting for prices to test the $3800 support level or for clear signals of continued interest rate cuts from the Federal Reserve before fully investing [4][6] Group 2 - Copper is highlighted for its strong industrial demand, particularly in traditional manufacturing and the renewable energy sector, making it suitable for those optimistic about global economic recovery [4][5] - Aluminum is noted for its high correlation with the renewable energy sector, with stable pricing due to domestic production controls, making it a solid choice for investors seeking lower volatility [5][6] - Silver possesses dual characteristics as both a precious and industrial metal, benefiting from both interest rate expectations and demand from electronics and photovoltaics, though it is subject to higher volatility [5][6] - Platinum is considered a niche investment with growing industrial demand, particularly in hydrogen fuel cells, and is recommended for those looking to diversify their asset portfolio [5][6] - Palladium is currently viewed as having a supply surplus, with no clear upward price trajectory, and is not recommended for investment unless significant changes in supply or demand occur [5][6]