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突破4500美元!达利欧:黄金才是真正赢家,美股高回报是"计价幻觉"
Sou Hu Cai Jing· 2026-01-07 06:19
北京时间1月7日凌晨,国际贵金属期货普遍收涨,COMEX黄金期货涨1.22%报4505.70美元/盎司,COMEX白银期货涨 5.95%报81.22美元/盎司。分析人士指出,地缘不确定性加剧,叠加全球对美元体系的担忧加速非美元支付布局,以及 美联储降息预期,共同作用下提升贵金属投资吸引力。 桥水基金创始人达利欧在发布的年度复盘中称,2025年最大的投资故事不是美股强劲表现,而是货币价值的剧烈变化 和资产配置的全球性转移,他表示,美国股市高回报很大程度上是法定货币贬值带来的"计价幻觉",黄金才是真正的 赢家。达利欧同时发出警告,此前推动科技股大涨的人工智能热潮 "目前已步入泡沫初期阶段"。 CBSNEWS则发文称,随着黄金价格接近每盎司4500美元,这种贵重金属已从一个安静的对冲组合转为全球市场最受 关注的资产之一。对于持有黄金多年的投资人来说,这种上涨验证了黄金的持久价值。 报道还提到,黄金的上涨是由持续的通胀忧虑、持续的地缘政治紧张局势以及对远离传统金融体系的资产日益增长的 需求共同推动的。随着对纸币资产信心的起伏,黄金越来越被视为不仅仅是保护,而是一种核心的战略持有。 此外,黄金的历史趋势是独立于股票市场 ...
黄金期货价格站上4500美元,达利欧评价“黄金才是真正的赢家”
Huan Qiu Wang· 2026-01-07 01:16
【环球网财经综合报道】北京时间1月7日凌晨,国际贵金属期货普遍收涨,COMEX黄金期货涨1.22%报4505.70美元/ 盎司,COMEX白银期货涨5.95%报81.22美元/盎司。分析人士指出,地缘不确定性加剧,叠加全球对美元体系的担忧 加速非美元支付布局,以及美联储降息预期,共同作用下提升贵金属投资吸引力。 桥水基金创始人达利欧在发布的年度复盘中称,2025年最大的投资故事不是美股强劲表现,而是货币价值的剧烈变化 和资产配置的全球性转移,他表示,美国股市高回报很大程度上是法定货币贬值带来的"计价幻觉",黄金才是真正的 赢家。达利欧同时发出警告,此前推动科技股大涨的人工智能热潮 "目前已步入泡沫初期阶段"。 CBSNEWS则发文称,随着黄金价格接近每盎司4500美元,这种贵重金属已从一个安静的对冲组合转为全球市场最受 关注的资产之一。对于持有黄金多年的投资人来说,这种上涨验证了黄金的持久价值。 报道还提到,黄金的上涨是由持续的通胀忧虑、持续的地缘政治紧张局势以及对远离传统金融体系的资产日益增长的 需求共同推动的。随着对纸币资产信心的起伏,黄金越来越被视为不仅仅是保护,而是一种核心的战略持有。 此外,黄金的历 ...
黄金命运系于美联储 助推器或拦路石?
Jin Tou Wang· 2025-12-10 06:12
【要闻速递】 美联储官员计划于当地时间周三进行连续第三次降息,但这一宽松周期或接近尾声。 摘要今日周三(12月10日)亚盘时段,国际黄金目前交投于4200美元附近,截至发稿,国际黄金最新报 4203.37美元/盎司,跌幅0.08%,最高上探至4218.68美元/盎司,最低触及4200.89美元/盎司。目前来 看,国际黄金短线偏向看跌走势。 在缺乏新经济数据的情况下,鲍威尔寻求共识的任务更加艰巨,这源于政府停摆影响。官方11月劳动力 市场和通胀数据将分别于12月16日和18日发布。毕马威首席经济学家黛安.斯旺克形容美联储"如履薄 冰",并指出鲍威尔在新闻发布会上难以明确委员会下一步行动方向,需平衡各方观点。美联储利率决 定将于华盛顿时间周三下午2点公布,同时发布的还有委员会声明和经济预测。 今日周三(12月10日)亚盘时段,国际黄金目前交投于4200美元附近,截至发稿,国际黄金最新报4203.37 美元/盎司,跌幅0.08%,最高上探至4218.68美元/盎司,最低触及4200.89美元/盎司。目前来看,国际黄 金短线偏向看跌走势。 【最新国际黄金行情解析】 持续的通胀忧虑已在美联储内部引发显著分歧,可能使主席 ...
全球黄金ETF持仓量出现三年来最快增长,为金价上涨注入新动力
Huan Qiu Wang· 2025-09-25 00:29
Group 1 - The World Gold Council reported that global gold ETF holdings have increased at the fastest pace in three years, reaching a total of 3,779.4 tons, the highest since August 2022 [1] - In the first and second quarters of this year, net inflows into gold ETFs were 226.6 tons and 170.5 tons respectively, significantly surpassing the same periods last year, contributing to the rise in gold prices [1] - The leading gold ETF in terms of inflow this year is the SPDR Gold Shares in the U.S., with a demand increase of 122.1 tons and a total holding of approximately 994.4 tons [1] Group 2 - The Huazhong Yifu Gold ETF from China also saw significant inflows, with a demand increase of 28.2 tons and a total holding of about 74.7 tons [1] - Short-term outlook suggests that after potential interest rate cuts by the Federal Reserve, gold prices may face technical corrections and profit-taking pressures, with key trading ranges identified between $3,750 and $3,850 [1] - Long-term trends indicate that central banks globally are continuing to increase their gold holdings, driven by geopolitical uncertainties and inflation concerns, which are expected to support strong gold prices [1] Group 3 - Funi Futures believes that gold prices will remain strong and volatile, driven by both the Federal Reserve's potential interest rate cuts and ongoing risk events that sustain safe-haven demand [3] - Recent comments from Federal Reserve Chairman Jerome Powell have opened up further possibilities for interest rate cuts, contributing to the prevailing strong sentiment towards gold [3] - The combination of increasing internal divisions within the Federal Reserve and persistent geopolitical conflicts is likely to keep safe-haven demand for gold elevated [3]
FPG财盛国际:特朗普调高对印度商品关税至50% 美印关系陷入严重对峙
Sou Hu Cai Jing· 2025-08-07 02:36
Group 1 - The U.S. President Trump has imposed an additional 25% tariff on Indian goods due to India's continued purchase of Russian energy, raising the total tariff rate to 50% [1] - Following the announcement, the iShares MSCI India ETF dropped to an intraday low, while oil prices increased, and the Indian Rupee stabilized at 87.91 against the U.S. dollar [1] - This tariff increase is part of Trump's strategy to reduce trade deficits, revitalize domestic manufacturing, and increase federal revenue, which poses risks to the global economy, including rising costs and potential supply chain disruptions [1] Group 2 - Market expectations for a rate cut in September have surged, with the CME FedWatch tool indicating an 87% probability following a weak employment report [2] - The dismissal of the U.S. Bureau of Labor Statistics chief by Trump has further heightened policy uncertainty [2] - Gold, as a traditional safe-haven asset, is expected to perform strongly in the context of increased political and economic uncertainty and a low-interest-rate environment [2] Group 3 - Gold prices are projected to have room for growth, with a short-term target of $3,400, supported by ongoing tariff tensions, economic slowdown, and inflation concerns, as well as a weak dollar [3] Group 4 - The daily direction for gold (XAUUSD) is showing a bullish trend, with resistance levels at 3384, 3362, and 3410, and support levels at 3373, 3357, and 3344 [4] - The momentum for gold is strong, with a quantitative cycle exceeding three years and a reference value of at least 67.1% [4] Group 5 - The daily direction for the Euro against the U.S. dollar (EURUSD) is also showing a bullish trend, with resistance levels at 1.1692, 1.1731, and 1.1795, and support levels at 1.1637, 1.1590, and 1.1552 [5] - The momentum for EURUSD is moderate, with a quantitative cycle exceeding three years and a reference value of at least 67.1% [5]
港股概念追踪|投资者采取保守策略 投行持续看好黄金未来走势(附概念股)
智通财经网· 2025-06-02 02:15
Group 1 - Financial markets experienced a rebound in May due to easing global trade tensions, with major stock indices in the US and Europe showing significant increases [1] - Gold prices have been volatile, dropping over 5% from April's historical highs, while several Wall Street investment banks remain bullish on future gold prices [1] - Goldman Sachs predicts that international gold prices could reach $3,700 per ounce by the end of this year, while JPMorgan anticipates prices may exceed $4,000 per ounce by Q2 2026 [1][2] Group 2 - Bank of America forecasts gold prices to reach $4,000 per ounce by the end of this year or early 2026, driven by geopolitical uncertainties and concerns over the US government's fiscal situation [2] - Goldman Sachs emphasizes that gold is a safer hedge compared to Bitcoin, especially in the context of market downturns, due to its lower volatility and historical performance [2] - The following Hong Kong-listed companies are related to gold and precious metals: Zijin Mining (02899), Shandong Gold (01787), Zhaojin Mining (01818), Lingbao Gold (03330), China Gold International (02099), and others [3]