今天国庆的第二天，投资市场两件事： 第一，香港那边恒生指数大涨。 大家知道我最近投了不少钱买股票，一半都是港股，我一天都在看盘。想着，咱们股民挺累的，都不能休息，A股休息，港股不休息，港股休息，美股不 休息。赚不赚钱再说，天天一顿瞎忙。 幸亏没上班，不然上班很耽误赚钱。 9月份以来，肉眼可见，一天天看到从8月底的3300多块涨到现在接近3900块。一个月上涨了18%。 不知道你有没有买黄金，我去年定投了点黄金，现在收益走的相当不错，因为是定投，所以我一直就没有停止过。 只是我没有太把黄金当回事，按每周来定投，小额投，所以占我整个家庭资产的比重不高。 但是基本把今年的生活费全部给挣回来了，也是个小小的惊喜。 我感觉黄金的走势，需要引起所有人的注意了。 因为他感觉他的定位已经彻底变了，过去是避险资产， 因为黄金有个巨大的缺点，就是不生息，也无法抗通胀，因为过去实在涨太慢了。 不生息，不生息，不生息，强调三次。 从去年到今年，黄金的走势甚至不像是一类避险资产，反而更具备投资属性了。 这种定位的改变，已经刷新了普通人对黄金的定位。 第二，黄金市场太疯狂了。 今天我看高盛又发黄金的预测报告了，说这一波很可能要冲到430 ...

Core Viewpoint - The price of gold is continuously rising and has recently reached a new high, primarily due to a growing distrust in paper currency among individuals, institutions, and central banks [1] Group 1 - The fundamental reason for the rising gold prices is the lack of trust in paper currency [1] - There are multiple concerns driving this distrust, which need to be examined to understand the sustainability of gold price increases [1]

Group 1 - Argentina's currency denomination has increased 100 times in the past 8 years, reaching 10,000 pesos, with new bills printed by a Chinese printing factory [1][2][11] - The economic situation in Argentina has been deteriorating since the Falklands War, with severe inflation rates, reaching 211.4% in 2023 and a monthly inflation rate of 25.5% in December [5][2] - The Argentine government has resorted to issuing high-denomination bills to cope with the economic crisis, leading to the need for 10,000 peso notes [7][9] Group 2 - More than half of the countries globally cannot independently produce banknotes with advanced anti-counterfeiting technology, which is a significant reason for Argentina's reliance on China for printing [4][15] - China's printing technology has gained international recognition, with countries like Nepal and Cuba also outsourcing their currency production to China [13][17] - The efficiency and scale of China's printing capabilities are unmatched, making it a preferred partner for many countries in need of currency production [13][17]

Core Viewpoint - Digital currency is gaining attention and is seen as a potential replacement for paper currency, although it is unlikely to fully replace it in the short term [1][10]. Advantages of Digital Currency - Digital currency offers convenience in transactions, allowing instant completion through electronic devices without the need for cash handling [1]. - Transactions using digital currency are not limited by time or location, enabling users to conduct transactions anywhere with internet access [3]. - The security of digital currency is enhanced by advanced encryption technology, making it difficult to counterfeit and providing strong traceability for transactions [3][5]. - The cost of issuing and circulating digital currency is lower compared to paper currency, which incurs significant costs in printing, transportation, and storage [5]. Challenges to Adoption - The deep-rooted habit of using paper currency poses a challenge, especially among older generations who may be less familiar with digital transactions [7]. - Inadequate technological infrastructure, such as unstable networks and lack of advanced electronic devices, limits the use of digital currency in certain areas [8]. - The evolving technology of digital currency may face issues like system failures and cyberattacks, which could disrupt transactions [8]. - Regulatory frameworks need to be strengthened to ensure the legal and compliant operation of digital currency, protecting consumer rights and preventing market instability [8]. Future Outlook - Digital currency and paper currency are expected to coexist for a considerable time, complementing each other as technology advances and public perception shifts [10]. - The scope of digital currency usage is likely to expand, playing an increasingly important role in the financial system as regulations improve [10].

Group 1 - The core idea revolves around the evolution of currency and its relationship with human nature, suggesting that understanding the development of currency can reveal deeper insights into human behavior [1][15] - Currency has undergone several developmental stages: barter, emergence of general equivalents, metal currency, paper money, and digital currency, each representing a step forward in both currency and human nature [3][10][14] - The initial absence of currency was due to a self-sufficient production model in early human societies, where goods were not exchanged, indicating a primitive stage of human development [3][5] Group 2 - The transition from no exchange to barter marked the first step towards civilization, as it aimed to avoid war and promote peace, highlighting the dual themes of war and peace in human development [7][8] - The emergence of general equivalents was necessary to facilitate trade, as early barter systems faced challenges in matching needs, leading to the development of items like shells and livestock as mediums of exchange [9] - The shift from general equivalents to metal currency was crucial, as metals like gold and silver offered durability and ease of use, becoming the primary form of currency [10][12] Group 3 - The introduction of paper money represented a significant transformation in currency, with the first known paper currency, "jiaozi," emerging in China, which later influenced global monetary systems [12][15] - Digital currency represents the latest evolution in the currency system, driven by globalization and technological advancements, leading to more efficient transaction methods [14][15] - Currency itself is neutral, but it can evoke both positive and negative aspects of human nature, depending on how individuals choose to use it, emphasizing that the morality of currency is determined by its users [15]