华安基金:黄金配置仍有较好机会
Zheng Quan Shi Bao Wang·2025-12-01 06:48

Group 1 - The core viewpoint is that the Federal Reserve is expected to continue a cycle of interest rate cuts, which may be more aggressive, positively impacting gold prices [1] - The current economic environment is characterized by both loose monetary and fiscal policies in the U.S., with ongoing credit risks due to the pressure of debt servicing [1] - Global central banks are continuing to purchase gold as a means to diversify their foreign exchange reserves, indicating a trend towards increased gold investment [1] Group 2 - The combination of monetary and fiscal easing is viewed as favorable for the long-term investment value of gold [1]