黄金又爆了！“抛售美国”交易再现，达利欧警告资本战

Group 1: Gold Market Dynamics - Gold prices have surged to a historic high, breaking the $4800 per ounce mark for the first time, with a monthly increase of over 10% [1] - Several gold jewelry brands have seen prices approach 1500 yuan per gram, with notable increases from brands like Chow Sang Sang and Lao Feng Xiang [3] - The A-share market has witnessed a collective surge in precious metal stocks, with companies like Hunan Silver and Zhaojin Gold hitting the daily limit [4][5] Group 2: Geopolitical Tensions and Market Reactions - Geopolitical tensions, particularly regarding Greenland, have led to a "Sell America" trade, resulting in significant declines in U.S. stock markets and a drop in the dollar index [8] - The Chicago Board Options Exchange Volatility Index (VIX) has reached its highest point since November, indicating increased market volatility [6] - Concerns over U.S. credit risk have prompted Danish pension funds to divest from U.S. Treasury bonds, reflecting a broader trend of reduced confidence in U.S. assets [8] Group 3: Investment Strategies and Predictions - Bridgewater Associates' founder Ray Dalio warns of a potential "capital war" due to U.S. policies, suggesting that investors may shift towards hard assets like gold [10] - Market analysts indicate that rising political risks are driving investors towards gold as a hedge, with expectations of U.S. interest rate cuts further supporting gold prices [12][13] - The weakening dollar is providing additional support for precious metals, as confidence in U.S. assets appears to be waning [13]