Group 1 - The current era is characterized as "asset-centric," with two main directions to focus on: avoiding assets controlled by foreign central banks and following the wave of technological breakthroughs [1] - Long-term monetary policy in the U.S. is expected to remain accommodative due to significant fiscal deficits resulting from large government expenditures, necessitating the Federal Reserve to support fiscal measures [1] - Gold is viewed as a safe investment, with the assertion that it will only appreciate in value; in addition to gold and silver, copper is anticipated to have structural demand due to its role in AI and power grid construction [1] Group 2 - If copper prices remain high, aluminum may emerge as an alternative metal in AI infrastructure and could become part of national strategic reserves [1] - Overall, both precious metals and non-ferrous metals are considered to have long-term investment value [1]
陶冬：当前已进入“资产为王”的时代，关注两大方向
Sou Hu Cai Jing·2026-02-15 13:24