Group 1 - The international gold price recently reached a historical high of 4,888 USD per ounce, aligning with predictions from Swiss bank UBS regarding a reasonable price level for gold [1] - UBS's Hong Kong director Zhao Guojiang indicated that while gold prices may rise further due to geopolitical factors, there is a potential for adjustment within 3 to 6 months [1] - UBS has advised clients to reduce their gold holdings from an initial recommendation of 3% to 4% in their portfolios to approximately 2.5% as prices have increased [1] Group 2 - UBS asset management fund manager Li Sihui noted that gold is currently one of the most crowded assets globally, and leveraged positions in gold and silver could lead to sell-offs if margin requirements are raised by exchanges [1] - UBS is increasing its holdings in Chinese stocks, with expectations of accelerated corporate profit growth due to reduced competition in certain industries [1]
瑞士盈丰：金价3至6个月内或调整 呼吁逐步减持
Zhi Tong Cai Jing·2026-01-22 12:38