瑞士百达郑汪清:金价支撑位在4000美元,美今年加息可能性低

格隆汇
5 hours ago
据21财经,瑞士百达财富管理亚洲首席投资官郑汪清近日表示,这轮调整本质上是杠杆极端积累后的“暂时性调整”,AI投资趋势并未逆转。瑞士百达财富管理预计,2027年全球AI相关资本开支有望达到约1.3万亿美元,显著高于今年的约7500亿美元。郑汪清表示,7月市场的杠杆水平已升至极端高位。“以韩国市场为例,3倍杠杆ETF所代表的杠杆水平在当时高得惊人,而且这一杠杆的积累是在相对较短的时间内从低位迅速完成的。”郑汪清明确表示,瑞士百达认为美联储今年加息的可能性不大:需求端压力较小,美联储或将“采取观望态度,等待局势逐步稳定后再作决定”。

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