近日,万家基金贺方舟在中国证券报etf点金汇直播间,对有色金属尤其黄金的中长期走势作出判断。投资作业本课代表整理了要点如下:1、从长期叙事逻辑、流动性支撑及宏观大背景看,我们认为有色行情离结束尚早,现在可能只是起步阶段,还未走到一半。2、黄金的走强可以说从今年甚至去年开始,未来两三年的大逻辑我认为不会改变。降息只是一个催化因素,并非最核心的,最核心的仍是美元信用的走弱,这是本轮黄金上涨的核心逻辑。...
Source Link近日,万家基金贺方舟在中国证券报etf点金汇直播间,对有色金属尤其黄金的中长期走势作出判断。投资作业本课代表整理了要点如下:1、从长期叙事逻辑、流动性支撑及宏观大背景看,我们认为有色行情离结束尚早,现在可能只是起步阶段,还未走到一半。2、黄金的走强可以说从今年甚至去年开始,未来两三年的大逻辑我认为不会改变。降息只是一个催化因素,并非最核心的,最核心的仍是美元信用的走弱,这是本轮黄金上涨的核心逻辑。...
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