“新兴市场教父”莫比乌斯：现在绝不买黄金，除非暴跌20%！看好中国市场

Group 1 - Mark Mobius warns that gold is currently unattractive and may face significant pressure if the US dollar strengthens, stating he would not buy gold at current levels and would only consider reallocation if prices drop by about 20% [1] - The recent surge in gold prices is attributed to three main factors: continued central bank purchases, inflows into exchange-traded funds (ETFs), and interest rate cuts by major economies [2] - Despite Mobius's cautious stance, most investors remain optimistic about gold, believing that the factors driving last year's price increase will persist into 2026, reflecting differing views on the US dollar's trajectory and the economic outlook [5] Group 2 - Mobius expresses a positive outlook on Asian stock markets, particularly in China, India, and South Korea, citing sustainable growth in China's stock market driven by advancements in technology [6] - He highlights that investments are flowing towards technology sectors in China rather than traditional consumer areas, as the country aims to surpass the US in fields like artificial intelligence [6] - For India, Mobius maintains a bullish perspective due to the government's ongoing increase in spending and investment, especially in technology-related sectors [6]