做多美股七巨头
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A50深夜拉升,黄金、白银跳水,虚拟货币集体大跌,29万人爆仓
21世纪经济报道· 2025-10-17 23:48
Core Viewpoint - The article discusses the recent fluctuations in the U.S. stock market, particularly focusing on regional bank stocks rebounding after a previous decline due to credit issues, the performance of cryptocurrency stocks, and the significant interest in gold as an investment amid changing economic conditions [1][3][5][13][14]. Stock Market Performance - U.S. stock indices showed mixed results with slight increases as of the latest trading session [1]. - Regional bank stocks experienced a rebound, with notable gains such as Carver Bancorp rising by 5.11% and Pacific Mercantile Bank by 4.13% [3][4]. - The Nasdaq China Golden Dragon Index fell by 0.62%, with major Chinese stocks like Kingsoft Cloud and NIO seeing declines of over 4% and 2%, respectively [7][9]. Cryptocurrency Market - Cryptocurrency stocks opened lower but later showed slight recovery, with Bitfarms and Canaan falling over 8% [5]. - Bitcoin and Ethereum experienced significant drops, with Bitcoin falling over 5% to below $105,000 and Ethereum dropping over 6% to $3,724 [5][6]. - A total of over 290,000 individuals faced liquidation in the last 24 hours, with total liquidation amounts nearing $1.2 billion [6]. Gold Market Insights - The international gold price experienced volatility, reaching a historical high before dropping below $4,300 per ounce, with palladium and silver also seeing significant declines [10][11]. - A recent survey indicated that 43% of global fund managers view "going long on gold" as the most crowded trade, surpassing the 39% for major U.S. tech stocks [13]. - Despite the crowded trade sentiment, many fund managers reported low gold positions, suggesting potential for further investment in gold [13][14]. Economic Factors Influencing Gold Investment - The Federal Reserve's dovish stance and potential end to quantitative tightening are seen as key drivers for increased investment in gold [14]. - Rising geopolitical risks and uncertainties in trade policies are contributing to the shift towards gold as a safe-haven asset [14]. - Goldman Sachs has raised its gold price forecast significantly, projecting a target of $4,900 per ounce by the end of 2026, indicating strong institutional support for gold [14].