利率与黄金关系
Search documents
金价突破870元大关!黄金凭啥成保值资产,这4大因素决定金价涨幅
Sou Hu Cai Jing· 2025-10-05 13:38
看现在的生活,身边似乎就没有不贬值的。 吃的饭放几天就变质,买的手机用两年回收价就降低。 甚至是汽车,开两年就得换新了。 但在这么多的东西中,只有一样是反着来的,那就是黄金。 不需要小心翼翼的保养,也不会因为时效回收时大打折扣。 甚至放的时间再长,很有可能也会不掉价。 早从几千年前,从古埃及法老的权杖开始,黄金就带着贵气。 到了春秋战国那会,它直接成了能流通的货币。 不管哪个文明换了茬,黄金从来没被冷落过。 现在就更不用说了,十年前黄金每克才200多块,到今年10月,上海黄金T+D都突破 870元/克了。 伦敦金现更是飙到3875美元/盎司。 按照这时间线来看,说黄金是全球资产顶流都不为过。 有人可能会问,以前原始社会不也用贝壳当钱吗?为什么贝壳没价值? 第一个是美元,这俩就像天平的两头,一个涨另一个就跌。 当初布雷顿森林体系崩了之后,美元成了世界货币,但黄金还是跟它对着干。 只要美元信用不行了或者贬值了,黄金肯定涨。 因为贝壳随便捡都能有,根本撑不起"值钱"的信用; 像钢铁、铜铝这些金属,储量太多了,也没法当稳定的等价物。 黄金能这么牛,全靠三个独有的本事: 首先是少,物以稀为贵这话在黄金身上体现得淋漓尽致 ...
一篇看透:黄金配置为何如此重要?
3 6 Ke· 2025-09-18 03:23
Group 1 - The Federal Reserve announced a 25 basis point interest rate cut, with a median forecast indicating two more cuts in 2025, which is seen as positive for gold [1] - Gold prices have surged, with spot gold exceeding $3700, marking a 220% increase since February 2012, and outperforming the S&P 500 [2][3] - Central bank purchases of gold have significantly increased, with over 1000 tons bought in 2024, reflecting a shift in the international monetary system [3][4] Group 2 - The weakening independence of the Federal Reserve under political pressure has led to skepticism about the dollar as a reserve currency, prompting countries to reassess their reserve asset allocations [4] - The relationship between gold and interest rates is crucial, as lower interest rates typically boost gold prices, making it an attractive investment during periods of expected rate cuts [5][6] - Gold ETFs provide a convenient investment vehicle for individuals, allowing them to invest in gold without the complexities of physical ownership [6][8] Group 3 - Gold mining stocks have shown significant performance, with the NYSE Gold Miners Index reaching historical highs and outperforming the S&P 500 [8] - The increasing popularity of cryptocurrencies like Bitcoin as potential alternatives to gold highlights the evolving landscape of value storage assets, although Bitcoin lacks some characteristics of a reliable safe-haven asset [8][9] - In a potentially changing global financial system, a balanced allocation to gold may be more necessary than ever, focusing on wealth preservation rather than high returns [9][10]