Group 1 - The core viewpoint is that the global financial market is entering a new boom period for commodity assets, particularly gold, driven by central bank gold purchases, expanding fiscal deficits, and geopolitical risks [1][2][4] - Gold is expected to reach $5,000 per ounce by the end of the first quarter of 2026, highlighting its role as a key asset for risk aversion and value appreciation in investment portfolios [1][2][4] - The overall commodity market is in an upward cycle, with gold's unique anti-risk properties making it irreplaceable in investment strategies [1][2] Group 2 - Commodities are projected to play a more significant role in investment portfolios in 2026, supported by supply-demand imbalances and global energy transition trends [1][3] - In addition to gold, copper, aluminum, and agricultural products present substantial structural investment opportunities, particularly due to the clean energy transition and global electrification processes [1][3] - The oil market is expected to recover in the second half of 2026, driven by steady demand growth and a slowdown in non-OPEC+ supply [3]
OEXN:2026 金价看涨至 5400 美元
Xin Lang Cai Jing·2026-01-07 10:23