全球债务扩张
Search documents
绿色金融日报10.10
Sou Hu Cai Jing· 2025-10-10 12:40
National Developments - The first large-capacity sodium-ion energy storage power station expansion project in China has been put into operation [1] - The all-vanadium flow energy storage system by China Green Development in Qinghai has been successfully shipped [1] Local Developments - A 100,000-ton green methanol project in Shanghai has received dual certification for its entire process [1] - Significant progress has been made in the construction of the wind power project in Qusong, Tibet [1] International Developments - The Guayepo III photovoltaic project in Colombia has achieved full-capacity grid-connected power generation [1] - U.S. sanctions against the Serbian company NIS, controlled by Russia, have impacted the regional energy landscape [1] Gold Market Insights - Gold prices have surged, with New York COMEX futures and London spot prices both surpassing $4,000 per ounce, marking over a 52% increase since the beginning of the year [2][3] - The U.S. government shutdown has heightened domestic political and economic uncertainty, contributing to the rise in gold prices [2][3] - Concerns over fiscal difficulties in developed countries, such as Japan and France, have increased market anxiety regarding global debt and deficit risks [3][4] - Geopolitical tensions, including the Russia-Ukraine conflict, have driven funds into safe-haven assets like gold and silver [4] - The global central bank easing cycle and rising debt levels are expected to sustain upward momentum for gold prices [5][6] - Central banks have continued to purchase gold, although the quantity has decreased, with emerging economies leading the increase in gold reserves [5][6] - As of October 1, the gold reserves as a percentage of total reserves for the Federal Reserve, Bank of Japan, and China are 16.04%, 7.76%, and approximately 7.68% respectively [6]
全世界都在疯狂借钱
商业洞察· 2025-03-24 09:24
以下文章来源于格隆 ,作者万连山 格隆 . 一个游走于资本市场与佛祖之间的浪子。我可以生,可以死,我大笑,由天决定! 作者 : 万连山 来源:格隆(ID: guru-lama ) 从2月14日开始,经过一个多月博弈、上下反复摩擦,国际金价终于再次突破3000美元/盎司大关。 又一路冲至3037美元的历史新高,国内金价同步飙升至680元/克以上。 但是,该说不说的。 此时此刻,你敢断定黄金真的彻底突破了吗? 后续,是继续在3000美元折腾?还是一路向上?甚至急转直下? "贪婪与焦虑并存",应该是对目前市场情绪的最好描述。 约有20%的投资者认为存在"新闻驱动性"风险。 至少在技术面上,目前的金价已经显示出超买信号,一旦美联储政策或地缘局势意外缓和,情绪反转 可能引发踩踏式抛售。 不过,依然有60%人继续看涨。 因为,现在的宏观局势似乎并不比过去几年好、甚至更差,各国央行的购金潮也仍在继续…… 支撑黄金牛市的驱动力,不仅没减弱、反而更强了。 前者是理性的,后者是有格局的。 一般情况下,赚钱的往往是占少数的前者。 但就这件事,个人更倾向后者。 此消彼长 就算不考虑别的因素,仅仅看"物依稀为贵"这一条,黄金天然也是具 ...