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准备好,接下来黄金还会有一波上涨!
大胡子说房·2025-06-25 12:00

Core Viewpoint - The article argues that despite recent geopolitical stability leading to a pullback in gold prices, there is an expectation for a significant upward movement in gold prices in the coming months, driven primarily by the anticipated decline in the value of the US dollar and the creditworthiness of US Treasury bonds [1]. Group 1: Signals for Gold Price Increase - The first signal for a potential rise in gold prices is the increasing expectation of interest rate cuts by the Federal Reserve, with indications from Fed officials suggesting a possible rate cut in July [2]. - The second signal is the expansion of US debt, particularly through the proposed "Great Beautiful Plan," which includes significant tax cuts and an increase in the debt ceiling, potentially leading to a loss of confidence in US Treasury bonds [3]. - The third signal is the decline in the US dollar index, which has dropped approximately 8% this year, indicating a negative correlation between the dollar's value and gold prices, suggesting that as the dollar depreciates, gold prices are likely to rise [4]. Group 2: Market Dynamics and Investment Strategy - The article highlights that significant market movements often occur in multiple phases, and the current gold market is characterized by a strong upward trend, with expectations that any price adjustments will be limited [5]. - It is recommended that investors consider allocating a portion of their funds to gold while maintaining investments in stable income-generating assets to balance risk and return [5].