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国泰海通君弘独家对话国际投资大师吉姆·罗杰斯
转自:新华财经 连接全球智慧,以国际化视野赋能财富管理 谈及投资策略,罗杰斯给出了忠告:"坚守你所了解的领域,不要听信他人的热门建议,也不要被电视、网络的噪音干扰。"他寄语年轻投资者,摒弃浮躁心 态,专注自身擅长的领域,方能实现长期财富积累。 同时,国泰海通君弘App基于节目内容,为中国投资者提炼和延伸适合当下的投资策略,提供匹配大师策略的智能化工具,助力投资者把握2026年中国资本 市场投资机遇。 汇聚专业力量,以全周期陪伴筑牢投资根基 岁末年初,全球经济变局与市场机遇交织。12月18日,国泰海通君弘推出"开门红"特别直播,特邀投资中国40年、长期看多中国资本市场的国际投资大师吉 姆·罗杰斯,与国泰海通金牌投顾、国泰君安国际首席经济学家、君弘App主持人展开深度对话,围绕中国资产机会、全球经济局势及底层投资逻辑等关键议 题,为投资者带来穿透市场表象的洞察。 作为与巴菲特、索罗斯并列"三大投资家"的国际投资大师,吉姆·罗杰斯曾多次公开表态长期看好中国资本市场。他在节目中表示"我持有很多中国股票,我 对中国的未来持乐观态度。在下一个十年、下一个世纪,中国将成为世界上最重要的经济体,这意味着将会有很多机会"。具体 ...
黄金暴跌迎接超级周,多空博弈月线收官!
Sou Hu Cai Jing· 2025-07-27 14:55
Group 1 - The core viewpoint indicates that gold prices have experienced significant volatility, with a high of 3439 and a closing price of 3337, reflecting a bearish trend as the market shows signs of weakness after a strong start to the week [2][3] - The upcoming week is crucial for gold, with important economic data releases such as the Federal Reserve's interest rate decision, non-farm payroll data, and personal consumption expenditures, which could influence market sentiment [3][4] - The analysis suggests a bearish outlook for gold in the medium term, with potential price targets of 3245 and 3120, and a possibility of breaking down to the 3000 level if the downward trend continues [6] Group 2 - Short-term support levels for gold are identified at 3328-30, 3310-15, and the 3300 mark, while resistance is seen around 3350, with potential upward movement if this level is breached [8] - The silver market has also shown volatility, with a significant drop following a new high, indicating a bearish sentiment similar to that of gold [8][10] - The overall market sentiment is influenced by geopolitical tensions, such as the conflict between Thailand and Cambodia, which may provide temporary support for gold prices [8]
我是该趁着金价上涨变现,还是继续坚守
Sou Hu Cai Jing· 2025-06-17 05:20
Core Viewpoint - The article discusses the dilemma faced by an individual regarding whether to sell gold holdings for immediate profit or to hold on for potential future gains, highlighting the volatility of gold prices and the influence of global economic factors on investment decisions [3][5][6]. Group 1: Gold Price Trends - Over the past decade, gold prices have experienced significant fluctuations, with a notable increase from around 260 yuan per gram to peaks of over 830 yuan, followed by a decline to approximately 732 yuan [3][5]. - The volatility of gold prices has been around 20% over the past five years, indicating substantial risk and potential profit in gold investments [5]. Group 2: Economic Influences - Global economic conditions, including U.S. Federal Reserve monetary policy, inflation expectations, and trade dynamics, heavily impact gold prices [5]. - Increased inflation pressures have made gold an attractive safe-haven asset for investors, contributing to recent price increases [5]. Group 3: Investment Dilemma - The individual is torn between selling gold for a guaranteed profit of over 150,000 yuan or holding out for potential further appreciation, reflecting a common struggle among investors [6][11]. - The advice from family members represents contrasting investment philosophies: one advocating for immediate cashing out and the other suggesting patience for long-term gains [6][8]. Group 4: Long-term vs Short-term Investment - The article raises questions about whether gold should be viewed as a long-term asset or a short-term trading tool, emphasizing the need for investors to understand their risk tolerance [8]. - The International Monetary Fund (IMF) suggests that future gold market performance will be influenced by ongoing political and economic uncertainties, complicating investment decisions [8].