Core Viewpoint - Gold is experiencing its strongest year since 1979, with New York futures gold prices nearing a 71% annual increase, reflecting historical patterns of market behavior during times of global turmoil [1][3] Group 1: Market Dynamics - Multiple historical factors are converging to create a bull market for gold, including frequent geopolitical tensions and central banks purchasing over 1,000 tons of gold annually, which redefines strategic reserves [3] - Market expectations of continued interest rate cuts by the Federal Reserve are lowering the opportunity cost of holding gold, further driving demand [3] Group 2: Investment Strategy - Gold is transitioning from a mere commodity to a "financial ballast" that hedges against global systemic risks, suggesting a shift in its role in investment portfolios [3] - For ordinary investors, incorporating a portion of gold (such as through ETFs) into long-term asset allocation is recommended to navigate uncertainty, while cautioning against short-term speculation due to volatility [3]
帮主郑重：黄金暴涨71%！是末日避险，还是价值回归？
Sou Hu Cai Jing·2025-12-26 00:27