黄金矿业股8月飙升 涨势远超芯片股

格隆汇
Aug 28
黄金矿业股正大幅上涨,8月涨势超过芯片股近年来任何一个月的表现。MSCI全球黄金矿业股指数本月已上涨43%,有望创下记录最大单月涨幅。 MSCI全球半导体指数和费城半导体指数均在4月创下今年最佳单月表现,分别上涨27%和38%。 本月早些时候美国财政部意外宣布扩大债券回购并压低借贷成本的计划后,这轮涨势迅速启动。瑞士嘉盛银行股票主管Tomasz Godziek表示:“从股票投资角度看,黄金是我们最大幅度超配的领域之一。”他看好美元贬值这一投资逻辑,同时也认为黄金是一种战略资产,各国央行可利用黄金实现储备多元化。与此同时,全球债券收益率上升以及市场日益质疑巨额人工智能支出能否带来回报,令科技股承压。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10