高盛资深交易员Tony Pasquariello在年终回顾中指出,2025年全球大宗商品市场表现极为强劲,金价全年上涨68%,银价暴涨139%,两者均创下自1979年以来的最佳年度表现,铜价也同步刷新历史高点。 与此同时,美股市场呈现出明显的结构性分化。Pasquariello强调,当前股市的定价隐含了对经济周期性加速的预期,但这尚未在宏观经济数据中得到普遍验证。与之形成鲜明对比的是,债券市场所...
Source Link高盛资深交易员Tony Pasquariello在年终回顾中指出,2025年全球大宗商品市场表现极为强劲,金价全年上涨68%,银价暴涨139%,两者均创下自1979年以来的最佳年度表现,铜价也同步刷新历史高点。 与此同时,美股市场呈现出明显的结构性分化。Pasquariello强调,当前股市的定价隐含了对经济周期性加速的预期,但这尚未在宏观经济数据中得到普遍验证。与之形成鲜明对比的是,债券市场所...
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