金吾财讯 | 贝莱德行业及主题股票全球投资主管Evy Hambro表示,金价上升部分是在追回过去的滞后表现,以发挥其保障购买力的作用。推动今次升势的因素包括央行需求、零售需求,以及近期实物黄金ETF 的资金流入。市场忧虑通胀削弱货币购买力、政府财政状况,以及地缘政治风险及关税不明朗因素,进一步支持金价上升动力。尽管金矿股股价上升,但长期估值尚未充分反映金价升势,其长期价格假设仍落后于黄金现货价格,...
Source Link金吾财讯 | 贝莱德行业及主题股票全球投资主管Evy Hambro表示,金价上升部分是在追回过去的滞后表现,以发挥其保障购买力的作用。推动今次升势的因素包括央行需求、零售需求,以及近期实物黄金ETF 的资金流入。市场忧虑通胀削弱货币购买力、政府财政状况,以及地缘政治风险及关税不明朗因素,进一步支持金价上升动力。尽管金矿股股价上升,但长期估值尚未充分反映金价升势,其长期价格假设仍落后于黄金现货价格,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.