2025年，是一个充满戏剧性的年份。一方面，全球流动性重启，市场热情再度升温——AI叙事持续发酵，从算力到应用，从芯片到算法，每一个细分赛道都被冠以“改变世界”的使命。全球股市屡创新高，“水牛行情”仿佛让人重回2021。但另一方面，风险偏好却在急剧下降——机构资金疯狂涌入黄金等避险资产，不断提高“防御型仓位”，导致金价年内多次刷新历史新高。 全球投资者，一手押注AI的未来，一手又紧握黄金的现实。...
Source Link2025年，是一个充满戏剧性的年份。一方面，全球流动性重启，市场热情再度升温——AI叙事持续发酵，从算力到应用，从芯片到算法，每一个细分赛道都被冠以“改变世界”的使命。全球股市屡创新高，“水牛行情”仿佛让人重回2021。但另一方面，风险偏好却在急剧下降——机构资金疯狂涌入黄金等避险资产，不断提高“防御型仓位”，导致金价年内多次刷新历史新高。 全球投资者，一手押注AI的未来，一手又紧握黄金的现实。...
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