金价再创新高,永赢基金刘庭宇:降息周期下黄金及黄金股或开启新一轮主升浪

新浪财经
Dec 22

大家好,我是基金经理刘庭宇。今日现货黄金再创历史新高。前不久,美联储12月降息偏鸽落地,为整个板块打开了中期上行空间。2026年降息空间值得期待。无论从降息周期驱动的交易型资金流入,还是逆全球化、去美元化趋势下的长期配置需求来看,黄金股都具备显著的投资价值。尤其值得关注的是,近期黄金隐含波动率快速回落至历史平均水平,进一步提升了后续投资的性价比。从最新经济数据来看,美国11月失业率超预期抬升,非农...

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