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冲上热搜!“金融女神”李蓓称上个月已清空黄金 未来10至20年不值得投资 她给出两点分析 但有人表示不赞同
Mei Ri Jing Ji Xin Wen· 2026-01-27 17:23
去年以来金价大涨,近日更是突破5000美元/盎司大关,成为市场最靓的仔。 现货黄金最新价格 不过,就在市场火爆的时候,有"金融女神"之称的知名基金经理,半夏投资"掌门人"李蓓却在采访中透露已经卖掉了所有黄金。 据券商中国,近日,李蓓在接受采访时透露,她已于上月清空了所持有的全部黄金仓位。 1月27日话题"李蓓清仓黄金"登上微博热搜,引发关注。有网友表示,李蓓"完美躲过1月20%的涨幅""她亏大了"。 不过,对于俄罗斯央行出售黄金,也有人表达了不同观点,其认为"俄罗斯财政困难,出售黄金是被动行为"。 值得注意的是,黄金具备商品属性、金融属性、投资属性等特点,影响黄金价格走势的不只是供需基本面,还有货币政策、对冲风险、对冲通胀等多重因 素。 她分析指出,2000年后央行增持推动黄金进入上涨周期,但当前这一逻辑已出现逆转:一方面,俄罗斯央行(全球第五大黄金储备国)开始出售黄金,这 是长期周期转向的重要信号;另一方面,中金公司李昭博士的定价模型显示,去年年底黄金估值残差达历史高位,已处于高估状态。 从长期投资视角出发,李蓓认为黄金在未来10至20年已不值得投资。她解释称,这并非直接看空黄金,黄金未必会跌,可能在高位震 ...
金价高位摇摆不定!1月26日各渠道金价全对比,教你省钱买金!
Sou Hu Cai Jing· 2026-01-27 14:53
去哪儿买最"划算"?差价比你想象的大"划算"这词儿,得看你的目的。如果你纯粹是为了投资,想着低买高卖赚差价,那银行的投资金条(大概1120-1153 元/克)或者像深圳水贝这样的批发市场渠道(参考价约1274元/克),是更接近原料价的选择,买卖时的折损也相对透明。但如果你是为了结婚、送礼或者 自己戴着喜欢,那品牌金店虽然价高,但款式设计、工艺质量和品牌信誉,确实能带来不一样的体验和保障。你看,同样是"足金999",不同城市、不同品 牌,价格从1498到1553都有。多比价,绝不是一句空话。 "我的天,昨天金价还在冲高,今天看好像又有点稳住了?这过山车坐得人心慌,现在买金到底算不算'高位接盘'啊?" 想必这两天,不少朋友心里都在琢磨 这事儿。别急,咱们今天就一起掰扯掰扯,看看这金光闪闪的背后,到底藏着哪些门道。 先弄明白:你买的到底是什么"金"?你可能发现了,同样是"黄金",价格咋能从一千一百多蹦到一千五百多呢?差别太大了!这里的关键是,你买的 是"料"还是"货"。简单说,像上海黄金交易所的报价、银行的投资金条,更接近黄金作为"原料"的价格,今天的基础价大概在1107元/克上下。而金店里那些 精美绝伦的项链、戒 ...
2001年的时候,美元占全球外汇储备的比例是65%。可以25年后,美元现在只占全球外汇储备的40%了,所以,我们也不要完全责怪金价上升
Sou Hu Cai Jing· 2026-01-27 14:25
Core Viewpoint - The article discusses the rapid devaluation of the US dollar, highlighting a significant decline in its share of global foreign exchange reserves and the increasing preference for gold as a more stable asset [3][10]. Group 1: Dollar Devaluation - The US dollar's share in global foreign exchange reserves has dropped from 65% in 2001 to around 58%, with some estimates suggesting it could fall to 40% [3][10]. - The article emphasizes that the dollar is losing its status as a reliable currency, with people increasingly reluctant to hold onto a depreciating asset [3][10]. Group 2: Comparison with Gold - A comparison of the price of a BMW X5 shows that while its price in dollars is projected to rise from $65,200 in January 2024 to $68,300 by January 2026, the amount of gold needed to purchase the same vehicle will decrease from 32.12 ounces to 12.81 ounces [5][6]. - The World Gold Council reports that global central bank gold purchases remain at historically high levels, indicating a shift in asset preference as confidence in the dollar wanes [8]. Group 3: Economic Indicators - Despite claims of controlled inflation, core price indices and consumer goods prices continue to rise, reflecting real inflationary pressures [10][12]. - The article suggests that the Federal Reserve's fluctuating interest rate policies contribute to market instability and undermine the dollar's credibility [10][12]. Group 4: Future Implications - The article warns that the erosion of trust in the dollar could lead to a broader financial crisis, where the perceived stability of the dollar becomes increasingly questionable [16]. - It raises concerns about the future purchasing power of the dollar, questioning whether it will still be able to buy essential goods in the coming years [16].
冲上热搜!“金融女神”李蓓称上个月已清空黄金,未来10至20年不值得投资,她给出两点分析,但有人表示不赞同
Mei Ri Jing Ji Xin Wen· 2026-01-27 14:20
每经编辑|何小桃 去年以来金价大涨,近日更是突破5000美元/盎司大关,成为市场最靓的仔。 | W | 伦敦金现 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | | | 5085.325 | 5009.990 总量 | 昨结 | | | | | 0 | | +75.335 | +1.50% 开盘 5011.700 | | | | 现手 | | 0 | | 最高价 | 5100.790 20 | 持 台 | | 0 | 4 | | 0 | | 最低价 | 5011.500 图 | 搜 合 | | 0 | 内 | | 0 | | 分时 五日 | | 日K | 周K | | 月K | 电子 | | | ◎加 设均线 | MA5:4969.567↑ 10:4812.319↑ 20:4634.148↑ | | | | | | | | 5214.972 | | | | | | 5111.170 -> | | | 4554.474 | | | | | | | | | 3997.658 ...
黄金跌价了,26年1月26日,金条降价,各大银行黄金金条最新价格
Sou Hu Cai Jing· 2026-01-27 14:10
2026年1月26日,国际金价飙升至4986.5美元/盎司,国内基础金价报1124元/克,品牌足金零售价已突破1550元/克大关,市场消费逻辑发生显著转变:传统 按克计价模式因高昂单价面临挑战,强调工艺与文化属性的"一口价"黄金饰品反而逆势走俏。 一、金价与品牌零售行情 高纯度的足金999.9及古法金、5G黄金等工艺金报价在1275元/克左右,K金与铂金价格亦相对低廉,对于追求性价比的消费者而言,水贝模式剔除了高昂的 品牌运营成本,也设立了批发门槛,主要通过特定的商业综合体面向零售散客开放。 在金融衍生品端,国内黄金期货市场呈现出贴水或微幅波动的态势。沪金主力合约(如Au2606、Au2608等)价格集中在1036元至1047元/克区间,普遍低于 现货基础金价。这种期现价格倒挂或微幅折价的现象,可能暗示市场对未来远期金价的持续单边上涨持谨慎态度,也为专业投资者提供了套期保值的操作空 间。 三、黄金投资渠道的成本分析 针对以资产配置为目的的投资者,银行金条因溢价较低而成为优选,各大商业银行的投资金条价格主要在1120元至1153元/克之间浮动,平安银行、兴业银 行及中信银行报价较低,约在1120元至1123元/ ...
现货黄金冲破5000美元/盎司背后:有银行黄金积存业务设风险测评“准入关”
Mei Ri Jing Ji Xin Wen· 2026-01-27 12:29
国际金价再创历史新高,现货黄金冲破5000美元/盎司。 国内金价同样上涨。截至1月27日,沪金主连AU9999已站上1140元/克关口。 记者注意到,金价狂飙下,不断有商业银行增加黄金积存产品风险承受能力测评要求,近日农业银行增 加风险承受能力测评要求为谨慎型及以上,此外,工商银行、中信银行已要求客户风险测评结果为C3 (平衡型)及以上。 农行增加风险测评要求 投资者要想投资黄金,除了ETF(交易型开放式指数基金)、实物黄金等,还可以办理商业银行积存金 业务,即银行推出的可供投资者每日购入积存金份额、可赎回变现或兑换实物黄金产品的业务。 "理性看待金价行情" 截至1月26日,现货黄金已经连续6个交易日强势上涨,2026年开年以来,金价上涨幅度已超过17%,目 前更是强势站上5000美元/盎司台阶。 对于金价上涨情况,东方金诚研究发展部高级副总监瞿瑞对记者表示,这主要源于市场避险情绪再度快 速升温,进一步加大对黄金的需求。 记者注意到,1月26日,农业银行发布"关于存金通黄金积存业务增加风险承受能力测评要求的公告", 其中提到自2026年1月30日起,为进一步保护金融消费者权益,将对个人客户参与存金通黄金积存交 ...
金价站上 5100 美元!洛阳钼业拿下4座金矿,真不怕高位站岗?
Sou Hu Cai Jing· 2026-01-27 10:12
要是你觉得它只是趁金价涨捞一笔就走,那可太小看它的算盘了。洛阳钼业早就盘算好了如何拿捏金矿 的话语权。早在去年五月,它就悄悄布下了另一枚大棋,拿下了厄瓜多尔的一座金矿,那边3年后投 产,每年又能多贡献11.5吨左右的黄金。 (文案 | 王晓潇、出镜 | 刘相君、剪辑 | 刘相君) 一手抓巴西的"当下收益",稳赚眼前钱,一手赌厄瓜多尔的"未来潜力",一布局好几年后,这牌打得既 有速度又有纵深。 金价又又又涨了!现货黄金一度冲破5100美元/盎司,涨得让人目瞪口呆,连高盛都连夜改稿,把预期 直接喊到了5400美元。 肯定有人要问了,洛阳钼业豪掷百亿买矿的底气哪来的?翻开它的家底就明白了,它的老本行——铜、 钴、钼这些金属,过去一年简直全面开挂。铜价涨幅近40%;钴的价格更夸张,从低位强势反弹,单单 去年四季度就飙涨四成多,势头猛得吓人。靠着这些主业的爆发,2025年归母净利润直接突破200亿大 关,同比增长50%,有这样的账本撑腰,买矿自然毫不手软。 你是不是一边刷着新闻心跳加速,一边纠结囤金条还是蹲回调?殊不知真正的狠人,已经直接对金矿下 手了。说的就是最近在大A很火的洛阳钼业。当普通人还在为金价震荡心跳加速时 ...
瑞银财富管理:多重因素将继续支撑金价
Sou Hu Cai Jing· 2026-01-27 07:57
Core Viewpoint - Ongoing geopolitical uncertainties may drive gold prices to rise in the short term, with concerns over the independence of the Federal Reserve and a decreasing reliance on fiat currencies further boosting gold demand [1][2] Summary by Relevant Categories Gold Demand and Supply - UBS Wealth Management forecasts that central bank gold purchases will increase to 950 metric tons by 2026, with continued inflows from ETFs and retail investors [1][2] Monetary Policy and Economic Environment - As the Federal Reserve's monetary policy becomes more accommodative, real yields are expected to decline further, making gold, a non-yielding asset, more attractive, especially amid rising fiscal concerns and increasing U.S. debt levels [1][2] - Ongoing policy uncertainties and potential economic weakness may prompt central banks to take further actions, providing additional support for gold prices [1][2] Investment Outlook - The rationale for investing in gold remains strong, and the company continues to hold gold in global portfolios. Gold has reached the target of $5,000 per ounce in the baseline scenario, with increasing attention on the potential to reach the bullish target of $5,400 per ounce [1][2] - From a broader perspective, commodities, including industrial and precious metals, are expected to contribute more significantly to portfolio performance by 2026 [1][2]
6只黄金股票ETF,月内大涨近40%!
证券时报· 2026-01-27 07:43
Core Viewpoint - The global gold market has reached a significant milestone with gold prices surpassing $5000 and $5100 per ounce, peaking at $5111 per ounce on January 26, 2023, and subsequently creating a strong demand for gold-related ETFs [1] Group 1: Gold Price Movement - On January 26, gold prices surged, with COMEX gold reaching a high of $5095 per ounce, marking a historical peak [1] - As of January 27, gold prices adjusted to $5070 per ounce, reflecting an increase of over 1.2% [1] Group 2: ETF Performance - There are currently 20 gold-themed ETF products in the market, including 14 gold ETFs and 6 gold stock ETFs, indicating a well-developed product system [1] - On January 26, six gold stock ETFs were among the top ten gainers, with the leading fund, managed by Huaan Fund, increasing by 8.67% and achieving a year-to-date gain of 39.34% [2] - Other notable ETFs also reported significant gains, with four funds exceeding 8% increase and year-to-date gains above 38% [3] Group 3: Long-term Trends and Predictions - Over the past year, the six highlighted ETFs have all doubled in value, with one ETF achieving a remarkable 144% increase [3] - The World Gold Council reported that global gold ETF inflows surged to $89 billion in 2025, with total assets under management reaching $559 billion, both setting historical records [3] - The macroeconomic outlook for gold remains positive, with key pricing factors showing no signs of change, suggesting continued upward potential [4]
金价涨势延续!1月27日国内多家品牌金价突破1585元/克!
Sou Hu Cai Jing· 2026-01-27 07:30
| 今日金店黄金回收价格一览(2026年1月27日) | | | | --- | --- | --- | | 回收报价 | 今日金价 | 单位 | | 黄金 | 1129.40 | 元/克 | | 菜百黄金 | 1165.60 | 元/克 | | 周生生黄金 1154.00 | | 元/克 | | 周大福黄金 1101.00 | | 元/克 | | 老凤祥黄金 1144. 45 | | 元/克 | 这边简单说一下铂金饰品价格,今日铂金价格出现大跌,就拿周大福来说吧,铂金饰品价格下跌67元/克,报1071元/克。如 需了解其他品牌铂金价格,欢迎留言,我们将及时汇总更新。 说完国内金店金价,我们再来讲讲国际金价情况: 继昨日的大涨后,今日各大品牌金店金价仍有上涨走势。从具体报价来看,周大福、潮宏基、周大生以1585元/克的报价并 列成为今日市场最高价。老庙黄金、老凤祥等品牌价格保持平稳。而菜百黄金报价1510元/克,依然为市场最低价。今日金 店高低价差已扩大至75元/克。 以下是各大品牌金店详细报价: | | | 今日金店黄金价格一览(2026年1月27日) | | | | --- | --- | --- | - ...