黄金行情走到哪了?

兴证全球基金
Oct 24, 2025

三季度以来,黄金一路走高,10月中旬已经突破了4300美元关口,成为市场上最亮眼的资产,不过随后几天遭遇了较大回调。黄金是一类非常特殊的资产,很多投资者不是很了解它的定价机制、投资逻辑等。兴证全球基金播客《随基漫步》邀请了两位嘉宾——兴证全球基金有色研究员刘洋、多元资产配置部基金经理助理蒋寒尽,一起聊聊这轮黄金行情背后的逻辑,以及黄金在资产配置中的新角色。如何看待本轮黄金行情?提问:本轮黄金涨速...

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