嘉实财富副总经理邝霞：投资者需多元资产配置，黄金、铜、稀土等商品配置价值凸显

Core Viewpoint - In the context of a slowing global economy, a single asset class is insufficient to meet account yield requirements, necessitating a diversified asset allocation strategy to navigate economic cycles [1] Group 1: Asset Allocation Strategy - Bonds are identified as the "ballast" for accounts, with the Federal Reserve entering a rate-cutting cycle, providing valuation advantages for investment-grade bonds [1] - Stocks are viewed as the engine for growth, particularly in the AI technology and hard technology sectors [1] Group 2: Commodity Investment - The increasing global uncertainty highlights the value of commodities like gold as risk hedging tools [1] - Commodities such as copper and rare earths are expected to benefit from global investments in AI infrastructure, presenting a positive outlook [1]