美元信用衰减
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帮主郑重:黄金暴涨71%!是末日避险,还是价值回归?
Sou Hu Cai Jing· 2025-12-26 00:27
因此,我的观点是:黄金已从单纯的商品,转变为对冲全球系统性风险的 "金融压舱石" 。策略上:对 于普通投资者,可将部分黄金(如ETF)作为长期资产配置的一部分,以应对不确定性。但短期切勿追 高,其波动同样剧烈。 那么,灵魂拷问来了: 你认为这轮史诗级黄金牛市,主要是对当下世界动荡的"恐慌投票",还是对美 元信用长期衰减的"价值重估"?你会选择现在上车,还是继续观望?评论区聊聊你的真知灼见! 我是帮主郑重,关注我,在动荡中寻找资产的确定性。 这绝非偶然。多重历史级因素的"共振" 造就了这场牛市:全球地缘政治"火药桶"频发;各国央行年购 金超千吨,重新定义战略储备;市场对美联储继续降息的预期,持续压低持有黄金的机会成本。 黄金暴涨71%!是末日避险,还是价值回归? 朋友们,见证历史!黄金正迎来 1979年以来最强劲的一年,纽约期金年度涨幅已接近71%!上一次如 此疯狂时,美国总统还是卡特,世界正陷入动荡。历史,似乎在重演? ...
矿业ETF(159690)盘中涨超7%冲击6连阳!云南铜业、山东黄金等多股涨停,机构:金铜共舞有色盛世
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-09 03:21
Group 1 - The core viewpoint of the articles highlights the significant impact of rising international gold prices on the non-ferrous metals sector, leading to a surge in mining ETFs and stock prices of key companies [1] - On October 9, the first trading day after the holiday, the mining ETF (159690) surged by 7%, marking a six-day winning streak, with several component stocks hitting the daily limit [1] - The price of Comex gold reached a historical high, surpassing $4000 per ounce, driven by factors such as the U.S. government shutdown and increased central bank gold purchases [1] Group 2 - Citic Securities suggests that the weakening dollar and the ongoing competition in economic development will support strong resource prices, particularly in copper, which has recently exceeded $10,500 per ton [1] - The report indicates that the supply-demand imbalance in copper is exacerbated by production halts at major mines due to accidents, further driving up prices [1] - Additionally, the analysis from Founder Securities points to a favorable environment for continuous interest rate cuts in the U.S., which could support a long-term bullish trend for gold and silver [2]