高盛：加密货币难以替代黄金的地位，或许它更类似铜

华尔街见闻2021-06-02

高盛全球大宗商品研究主管Jeff Currie表示，用加密货币来替代黄金对冲通胀并不合理，加密货币更适合替代铜的地位。对冲通胀旨在保护投资者免受价格上涨而导致货币购买力下降的影响，Currie说：“黄金被称作是避险资产，而铜和比特币应当被视为‘存在风险’的通胀对冲资产，同时我们可以看看比特币和铜之间极高的相关性，在通胀上行时加密货币的确可以替代铜的作用。” Currie还表示：“有好的通货膨胀，...

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王春年
2021-06-02
王春年
Lihai
kinggiles
2021-06-02
kinggiles
?
- kinggiles:
  [微笑]
- CMChai100:
  迟早玩完

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Currie表示，用加密货币来替代黄金对冲通胀并不合理，加密货币更适合替代铜的地位。\n对冲通胀旨在保护投资者免受价格上涨而导致货币购买力下降的影响，Currie说：“黄金被称作是避险资产，而铜和比特币应当被视为‘存在风险’的通胀对冲资产，同时我们可以看看比特币和铜之间极高的相关性，在通胀上行时加密货币的确可以替代铜的作用。”\nCurrie还表示：“有好的通货膨胀，也有不好的通货膨胀，好的通货膨胀是被需求拉动的，这时我们就应该用加密货币、铜或者是石油来进行对冲。”\nCurrie继续说到：“而不好的通货膨胀是由于供应短缺而造成的，尤其是芯片及一些输入型原材料的短缺而造成的通胀，这时我们就应该用黄金来对冲。”\n随着经济在疫情后不断复苏，以及各国的货币宽松政策，通胀率正在持续上升，上周五公布的4月美国核心CPI同比增长3.1%，大幅超出市场预期的数据很好的证明了这一点。\n受此影响，黄金自4月初以来上涨近200美元，当前在1900美元附近徘徊，铜价在5月中旬突破历史高点，随后持续震荡。\n高盛表示，总体来看大宗商品仍然是最好的通胀对冲工具，因为股票价格反映了盈利增长的远期预期，它们可以用来对冲“预期通胀”，而一旦通胀真的发生了，央行出现被迫加息的迹象，股票表现显然会弱于大宗商品。\n高盛称，大宗商品是现货资产，不取决于远期增长率，而是取决于当前的供需水平，因此它们很适合对冲短期意外出现的通胀，因为这种通胀是在后周期中，总需求超过供给时产生的，也就是高盛所说的“好的通货膨胀”。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":111011472,"gmtCreate":1622643897796,"gmtModify":1704187973070,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"王春年","avatar":"https://community-static.tradeup.com/news/4ccac1133ca5b23446919f17299a88a9","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":9,"crmLevelSwitch":0,"idStr":"3576715327990513","authorIdStr":"3576715327990513"},"htmlText":"Lihai","listText":"Lihai","text":"Lihai","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/111011472","repostId":2140904944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":113208808,"gmtCreate":1622616161004,"gmtModify":1704187387378,"author":{"id":"3569045325143570","authorId":"3569045325143570","name":"kinggiles","avatar":"https://static.tigerbbs.com/a0b3e41c586bb6dee88cf4cc3950b087","vip":2,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3569045325143570","authorIdStr":"3569045325143570"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113208808","repostId":2140904944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4542772,"gmtCreate":1622616259496,"gmtModify":1680792618404,"authorId":3569045325143570,"author":{"id":3569045325143570,"idStr":"3569045325143570","authorId":3569045325143570,"name":"kinggiles","avatar":"https://static.tigerbbs.com/a0b3e41c586bb6dee88cf4cc3950b087","vip":2,"crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star 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