具体而言，王乾认为可以关注以下几个品种：一是黄金，黄金是全球货币体系重构的核心锚，全球央行 仍旧在持续增加黄金在外汇储备中的比重；二是铜，作为电力金属，随着AI数据中心以及电网升级的 需求，铜的供需缺口可能在未来3-5年内持续存在；三是能源金属与战略性矿产，如锂、钴以及某些稀 有金属，下游储能行业的爆发拉动锂需求不断超预期，随着全球产业链向"安全导向"转型，这些品种的 战略溢价会愈发明显。 中证报中证网讯(记者王鹤静)12月30日晚间，永赢基金权益研究部总经理、权益投资部基金经理王乾在 中国证券报"金牛来了"直播间表示，在全球货币体系面临重构、地缘扰动频发的环境下，实物资产是抵 御不确定性的选择之一。同时，当前正处于"高通胀预期、高赤字、低库存"的宏观象限中，资源品的配 置价值体现在其"不可替代的实物信用"以及"抗通胀属性"。 ...

Core Insights - Robert Kiyosaki expresses concerns about the global economic situation, predicting significant capital inflows into gold, silver, and Bitcoin this summer [1][7][12] - Kiyosaki warns that the baby boomer generation may face substantial financial losses as stock, bond, and real estate markets decline [5][11] - He emphasizes the importance of proactive investment strategies, suggesting that active investors could become very wealthy [2][6] Investment Recommendations - Kiyosaki highlights silver as the most undervalued investment opportunity, currently priced around $35 per ounce, which is 60% lower than its historical peak [7][11] - He advises investors to hold physical silver rather than investing through ETFs, stressing the necessity of direct ownership [12][11] - Kiyosaki predicts that silver prices could triple by 2025, and he encourages immediate investment in physical silver [7][11] Market Analysis - Silver has seen a significant price increase over the past year, rising from under $27 to approximately $34, reflecting a gain of over 25% [14] - Analysts note that the gold-silver ratio remains high at about 100:1, indicating potential undervaluation of silver compared to gold [14] - The performance of silver is expected to be influenced by macroeconomic conditions and Federal Reserve policies, particularly interest rate changes [16][17]