押注黄金15年,保尔森大获全胜,他没买金条、而是买金矿

华尔街见闻
28 Apr

早在金价约900美元/盎司时,保尔森便大举买入金矿股,包括Perpetua Resources、Agnico Eagle Mines和International Tower Hill Mines等,其中多只去年累计涨幅超30%。保尔森认为,随着金价上涨,矿业公司的利润会成倍增长,而采矿成本相对固定,即使金价回调,仍有盈利空间。在因做空美国房地产市场而一战成名的15年后,对冲基金大佬、亿万富翁保尔森...

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