洪灏:黄金是一个巨大的价格势能泡沫,是一定要爆掉的!人民币非常重要而且汇率被严重低估,一定会重新升值
Sou Hu Cai Jing·2025-11-28 04:31

Group 1 - The core viewpoint presented by Hong Hao is that gold has reached a significant price bubble and is expected to burst, leading to a temporary halt in investment opportunities in gold [3] - Hong Hao emphasizes the importance of silver as an alternative investment, highlighting China's historical use of silver as a currency and its dual currency system [3] - The undervaluation of the Chinese yuan is noted, with Hong Hao asserting that the yuan's exchange rate is crucial for China's export-driven manufacturing sector, which accounts for one-third of global manufacturing value added [3] Group 2 - Hong Hao suggests that the actual exchange rate of the yuan will not remain suppressed and is likely to appreciate, as the international community cannot tolerate its current state [3] - The discussion includes the notion that different time windows and price dynamics will create various investment opportunities, indicating a shift away from gold towards other similar opportunities [3]

洪灏:黄金是一个巨大的价格势能泡沫,是一定要爆掉的!人民币非常重要而且汇率被严重低估,一定会重新升值 - Reportify