ChainCatcher 消息,华侨银行分析师上调了对黄金的价格预测,目前预计到 2026 年底金价将达到每盎司 5600 美元。该行外汇策略师 Christopher Wong 表示,此次上调源于避险金属的强劲涨势,促使其将原预测的 4800 美元上调。
Wong 表示,金价上涨反映了近期事态发展及其持续性超预期,而非底层逻辑的重新评估。“演变的是配置黄金的程度,而非持有黄金的根本理由。”Wong 指出,政府债务上升、地缘政治担忧和政策不确定性,已显著提升了黄金在投资者资产配置中的结构性地位。黄金不再仅仅是危机或通胀对冲工具,而正日益被视为一种中性、可靠的价值储存手段,能提供资产多元化。
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