本文来自格隆汇专栏:国金证券研究所,作者:宋雪涛、陈瀚学黄金的回调既有技术性因素,也有短期驱动力的消退。AI叙事面临质疑,会加剧“哑铃”另一端的黄金波动,得短期内黄金走势存在较大的波动,成为烫手的资产。但是长期来看,在新技术提升生产力、解决各国内部利益分配和国家之间利益冲突之前,黄金仍在“半山腰”,其对于法币的上涨仍将继续。文:国金宏观宋雪涛/联系人陈瀚学黄金正在从避险资产变成高波动资产。今年黄金...
Source Link本文来自格隆汇专栏:国金证券研究所,作者:宋雪涛、陈瀚学黄金的回调既有技术性因素,也有短期驱动力的消退。AI叙事面临质疑,会加剧“哑铃”另一端的黄金波动,得短期内黄金走势存在较大的波动,成为烫手的资产。但是长期来看,在新技术提升生产力、解决各国内部利益分配和国家之间利益冲突之前,黄金仍在“半山腰”,其对于法币的上涨仍将继续。文:国金宏观宋雪涛/联系人陈瀚学黄金正在从避险资产变成高波动资产。今年黄金...
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