山海：维持黄金的强势看法，但也要注意调整的空间！ 目前市场缺乏有效的刺激，但市面暗流汹涌，日元加息消息还没落地，导致黄金的涨跌没有延续性。山海在强调强调黄金保持多头趋势看震荡上行不变的前 提下，注意随时会出现回落的风险，经过周一的大涨回落，周二的宽幅震荡，周三的阶段性上涨，目前黄金依旧在前期4350双顶压制下震荡。那么，今周 四，周五同样要关注在强势下的调整力度，要谨慎固执的对待单一方向走势。说白了，山海比较看好，周四，周五黄金有一波下跌空间，短期来看下方关注 4280，力度大可以看到4250，大家注意一下策略的转换。白银很强，但也会走出调整，下方关注64.5低点得失！今晚关注美盘CPI数据的影响！ 上个交易日对黄金涨跌的空间判断不太好，计划是高点做空，低点做多，但是高低点很难给的比较准确，实际黄金在周三最高在4348，最低在4315，亚欧盘 先涨，美盘则在高位震荡中反复试探高点形成回落，可以看出，目前的这种行情是比较符合山海对近期行情变化的解读。山海强调，近期黄金的多头趋势不 变，但要注意两点，第一，现在是震荡上行走势，不要过分的看多空的延续性，第二，要注意随时出现的市场变化，可能会在近期出现深度调整空间， ...

Group 1 - The core viewpoint of the article emphasizes that the investment strategy has been validated over the past three years, showing a trend of global allocation with a steady upward movement [1][6] - The "Lazy Balanced" strategy has shown a year-to-date increase of 13.89%, indicating a stable recovery rhythm despite a weak bond market [11][5] - The "Rui Global" strategy has returned 19.19% this year, reinforcing the belief in a long-term upward trend, especially during market corrections [1][8] Group 2 - Recent market fluctuations have led to a rebound in most global markets, with A-shares up by 0.99%, and the Nasdaq up by 1.13% [5][4] - The article highlights the importance of maintaining balance across different asset classes to manage overall volatility effectively [5][6] - The "Lazy Balanced" strategy's structure, which includes a balanced allocation between bonds and equities, has resulted in lower volatility compared to pure equity products [11][9]

Core Insights - The performance of the investment portfolios has validated the company's judgment over the past three years, indicating a global allocation strategy with a trend of oscillating upward [1][9] - The "Lazy Balanced" portfolio has shown a year-to-date increase of 13.89%, while the "Rui Global" portfolio has returned to a 19.19% gain after two weeks of consecutive increases [1][12] Weekly Market Review - Global markets experienced increased volatility, with most markets showing some rebound. A-shares rose by 0.99%, while the Hang Seng Index increased by 0.32%. The U.S. market saw a rise of 1.13%, and Japan's Nikkei 225 increased by 2.59% [7][9] - The bond market showed overall weakness, with the China bond index down by 0.27% and U.S. bonds down by 1%. Gold also experienced a slight decline of 0.49% [7][9] Portfolio Performance - The "Rui Global" portfolio increased by 0.72% this week, reaffirming the logic of "oscillating upward." The portfolio's performance over the past three years has provided sufficient validation for the investment strategy [9][12] - The "Lazy Balanced" portfolio demonstrated lower volatility and quicker recovery, suitable for investors seeking a more stable investment rhythm. It achieved a weekly increase of 0.42% and a year-to-date return of 13.89% [12][13] Investment Strategy - The company emphasizes the importance of maintaining a balanced allocation across different assets to manage overall volatility effectively. This strategy is particularly relevant in the current market environment, where differentiation among asset classes is crucial [7][9] - The company encourages investors to continue with regular investments, especially during market corrections, as these periods can present the best buying opportunities [9][12]

Group 1 - The market is expected to experience a "shaking upward" trend, indicating a gradual and rational inflow of liquidity rather than aggressive movements seen in previous bull markets [3] - Current market conditions differ from those in 2014 and 2015, where leverage played a significant role in driving returns; now, brokerages are exhibiting more stable performance [3] - Regulatory environments and brokerage behaviors have become more prudent, focusing on fixed-income investments rather than high-risk strategies [3] Group 2 - The recent market performance saw major indices open high but close lower, with the ChiNext Index dropping over 1% and the Shanghai Composite Index losing its 3700-point level, ending an 8-day rally [1] - The formation of a MACD golden cross signal suggests potential upward momentum for certain stocks [4]

Group 1 - The core viewpoint indicates that gold is expected to continue its upward trend with a focus on the resistance level of 3390 in the upcoming trading days [3][4] - The analysis suggests that gold has shown strong performance, characterized by a pattern of gradual increases, and emphasizes the importance of not overly pursuing bullish positions despite the upward momentum [3][4] - Silver has also reached its target, moving from 37.5 to 38.5, with expectations of further increases towards 39 in the last two trading days of the week [2][4] Group 2 - The domestic gold market, specifically the Shanghai gold (2512 contract), has reached a peak of approximately 782, with expectations of further increases towards 785, while maintaining a cautious approach to not overly chase bullish trends [4][5] - The international silver market has shown strength, with previous positions successfully reaching target levels, and a recommendation to observe the market without taking new positions [4][5] - The international crude oil market has experienced a downward trend, with a current low around 62, but there is potential for a rebound if it stabilizes above 64.5, indicating a possible bottoming out [5]

Group 1 - The market has shown dynamic changes following last week's data, with the dollar initially rising and then falling, while gold experienced a drop followed by a rise, indicating a weak dollar and strong gold outlook for the week [2][3] - The forecast for gold is bullish, with target prices set at 3400 and 3430, suggesting a phased approach to buying [3] - Technical analysis indicates that gold is currently in a range-bound movement, with support levels at 3340, 3330, and 3315, and a potential breakout above 3430 [3][4] Group 2 - Domestic gold trading has been advised to focus on long positions, with specific recommendations for contracts at 770 and 765, which have already yielded profits [4] - International silver has shown some upward movement but lacks the strength of gold, with support at 36.5 and targets set at 37.5 and 38.5 [4] - The domestic silver market is also advised to hold long positions, with targets at 9300 and 9500, while maintaining a focus on low buying strategies [5] Group 3 - International crude oil predictions were accurate, with a rise from a support level of 65 to 70, followed by a recommendation to exit positions as it began to decline [5] - The current trading range for crude oil is expected to be between 70 and 65, suggesting a strategy of high short and low long trades within this range [5] - Domestic fuel oil trading has seen a recommendation to monitor the 2800 level for potential trading opportunities, with a focus on maintaining long positions if the level holds [5]

Group 1 - The overall trend for gold remains bullish, with a focus on the previous week's trading range of 3375/3310, which needs to hold for continuation [3][5][6] - Silver is maintaining support at 37.3, and as long as this level holds, the downside potential is limited, with a key focus on breaking the 39 high [3][7] - Domestic gold trading has seen profitable long positions, with expectations for further upward movement, targeting levels of 795 for沪金 and 790 for融通金 [7][8] Group 2 - The technical analysis indicates a tight consolidation in gold prices, with potential for a breakout if the 3375 level is breached, leading to a possible strong upward trend [6][5] - For silver, the strategy involves waiting for a pullback to the 37.5 support level to enter long positions, with a bullish outlook if the 39 level is broken [7][8] - The domestic oil market is also showing bullish signs, with expectations for prices to reach 3000 in the short term and 3200 in the medium term [8]