当黄金闪耀，私募“掘金”之路兴起！中欧瑞博、盛麒资产、持赢私募、观理基金等如何看？

Core Viewpoint - The article highlights the significant rise in international gold prices during the National Day and Mid-Autumn Festival holiday, with spot gold prices surpassing $4000 per ounce, marking a historical high. The increase is attributed to various macroeconomic factors and a growing consensus among investors regarding the long-term bullish outlook for gold [1][3]. Group 1: Market Performance - During the holiday period from October 1 to October 8, gold prices increased by 4.72%, with the highest price reaching $4049.64 per ounce [1]. - Year-to-date, international gold prices have risen by 52.94%, outperforming other asset classes [3]. Group 2: Investment Strategies - Several private equity managers, including Zhongou Ruibo and Guoyuan Xinda, have successfully positioned themselves to capitalize on the gold market trend through in-depth fundamental research [1]. - Long-term bullish views on gold are prevalent among private equity firms, with many suggesting that the current gold market is not a short-term trend but rather has long-cycle attributes, indicating further potential for price increases [2][12]. Group 3: Expert Opinions - Wu Weizhi from Zhongou Ruibo emphasizes that the market's perception of gold has shifted positively, with increasing recognition of the factors driving gold prices higher [4]. - Guoyuan Xinda's manager, Shi Jianghui, predicts that further interest rate cuts by the Federal Reserve will lead to increased investment in gold, as funds flow out of the bond market [7]. - Li Tan Investment highlights the long-term collapse of the dollar's credit system as a fundamental driver for gold's price increase, suggesting that geopolitical tensions and economic instability will continue to support gold prices [19][21]. Group 4: Future Outlook - The article suggests that the current gold price surge is part of a larger, unprecedented cycle, with many experts believing that this is a once-in-a-lifetime opportunity for investors [22]. - The ongoing geopolitical conflicts and economic uncertainties are expected to further enhance gold's appeal as a safe-haven asset, with predictions of continued price increases into late 2023 and beyond [10][12].