大家好,我是基金经理刘庭宇。近期市场对黄金及黄金股的关注持续提升,不少投资者问到黄金股后市表现会如何?我们认为:展望后市,黄金和黄金股都具备进一步上行的空间。1、滞胀特征显现,降息即将重启,黄金突破历史新高美国8月季调后非农就业人口大幅低于预期,同时美国2025年全年的非农就业下调(-91.1万人)也低于预期(-70万人),8月失业率4.3%创下2021年10月以来新高,最新的首次申请失业金人数超...
Source Link大家好,我是基金经理刘庭宇。近期市场对黄金及黄金股的关注持续提升,不少投资者问到黄金股后市表现会如何?我们认为:展望后市,黄金和黄金股都具备进一步上行的空间。1、滞胀特征显现,降息即将重启,黄金突破历史新高美国8月季调后非农就业人口大幅低于预期,同时美国2025年全年的非农就业下调(-91.1万人)也低于预期(-70万人),8月失业率4.3%创下2021年10月以来新高,最新的首次申请失业金人数超...
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