乌克兰硬刚美俄？泽连斯基拒签掀风暴，黄金才是真王炸

Core Viewpoint - The article discusses the geopolitical tensions surrounding Ukraine's refusal to sign a 28-point peace agreement proposed by Trump, highlighting the conflicting interests of the U.S., Ukraine, Europe, and Russia in the ongoing conflict [3][5]. Group 1: Geopolitical Dynamics - Trump's 28-point peace agreement demands Ukraine to make territorial concessions in exchange for U.S. security guarantees, which is perceived as a unilateral concession to Russia [3]. - Zelensky's unexpected refusal to sign the agreement, despite Ukraine's difficult battlefield situation, is influenced by European nations proposing their own peace plans that oppose territorial concessions [5]. - The core contradiction in the geopolitical standoff is clear: the U.S. seeks a quick end to the war, Europe aims to maintain its buffer zone, Ukraine stands firm on its territorial integrity, and Russia remains in a strong negotiating position [7]. Group 2: Implications for Gold Investment - The uncertainty surrounding the Russia-Ukraine conflict has renewed interest in gold as a traditional safe-haven asset, which is seen as a hedge against geopolitical risks [9]. - Gold's unique position as a non-replaceable safe-haven asset remains intact as long as the conflict persists and strategic uncertainties between major powers continue [11]. - Investors are advised to allocate 5%-10% of their portfolios to gold to mitigate risks, while also being cautious of potential short-term price corrections if a peace agreement is unexpectedly reached [11][13]. Group 3: Long-term Outlook - The long-term factors supporting gold prices extend beyond regional conflicts, with expectations of an end to the Fed's interest rate hikes potentially weakening the dollar and driving gold prices up [13]. - The recommended investment strategy for gold is to focus on allocation rather than speculation, utilizing methods such as dollar-cost averaging to manage costs effectively [15]. - Investors should prioritize liquid and low-cost gold ETFs for investment, while maintaining a controlled exposure of 5%-10% in their portfolios to avoid over-leveraging [15].