good-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Like
Comment
Favorite

Momocha
2021-06-19

good

美联储转鹰之际，高盛却再度唱多黄金：绝佳的防守品种

受美联储政策决议影响，本周多个市场剧烈波动，黄金大跌，但高盛表示继续看好黄金后市，并预测未来几周内黄金价格将出现上行逆转。

美联储转鹰之际，高盛却再度唱多黄金：绝佳的防守品种

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.

Like

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":165839610,"tweetId":"165839610","gmtCreate":1624113933230,"gmtModify":1703828991502,"author":{"id":3573590740316799,"idStr":"3573590740316799","authorId":3573590740316799,"authorIdStr":"3573590740316799","name":"Momocha","avatar":"https://static.tigerbbs.com/710b9716c168d2b6e0343598150cf97c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.05","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>good</p></body></html>","htmlText":"<html><head></head><body><p>good</p></body></html>","text":"good","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/165839610","repostId":2144670555,"repostType":4,"repost":{"id":"2144670555","pubTimestamp":1624101724,"share":"https://www.laohu8.com/m/news/2144670555?lang=&edition=full","pubTime":"2021-06-19 19:22","market":"hk","language":"zh","title":"美联储转鹰之际，高盛却再度唱多黄金：绝佳的防守品种","url":"https://stock-news.laohu8.com/highlight/detail?id=2144670555","media":"华尔街见闻","summary":"受美联储政策决议影响，本周多个市场剧烈波动，黄金大跌，但高盛表示继续看好黄金后市，并预测未来几周内黄金价格将出现上行逆转。","content":"<html><body><p>本周，美联储意外放鹰后，黄金大跌，但<a href=\"https://laohu8.com/S/GS\">高盛</a>却坚持看多立场不变。</p>\n<p>金价本周累跌超6%，创自从2020年3月以来最大单周跌幅。</p>\n<p><img src=\"https://wpimg.wallstcn.com/7bfee0f9-fe40-428e-9f7a-b3fd14de302f.png\"/></p>\n<p>金价曾于2020年8月7日创下2075.47美元/盎司的历史最高价，超过更早时于2011年9月6日创下的1920.3美元/盎司，但之后便再未突破这一高点，并长期位于2000美元/盎司价格下方。</p>\n<p>在此之际，高盛却表示未来几周内黄金价格将出现上行逆转。其一份研究称：</p>\n<blockquote>\n<p><span>在此前的通胀情况下，黄金并未出现强劲增长，这或许意味着无论是作为防御性资产还是通胀对冲，对黄金的需求都有限。</span></p>\n<p><span>但事实并不是如此，原因有二。</span></p>\n<p><span>首先，正如我们利率策略师指出的，当前的10年盈亏平衡通胀率，与我们的经济学家预测的通胀路径相比显得过低。</span><span>事实上，这意味着未来几年几乎没有通胀风险溢价。</span></p>\n<p><span>其次，如果美联储对短期通胀的预期成为现实，加息将开始成为全球复苏不必要的阻力，损害经济增长预期，并提高黄金的防御性价值。</span></p>\n</blockquote>\n<p>此外，对于大宗和原油市场，高盛还表示：</p>\n<blockquote>\n<p>由于美联储决定将加息预测提前至2023年，大宗商品价格近期出现了下跌，这对投资者来说是一个买入机会。看涨大宗商品的论点既不是关于通胀风险，也不是关于美联储前瞻指引。而是关于稀缺性和强劲的实际需求。</p>\n<p>出于对强劲的需求增<a href=\"https://laohu8.com/S/00001\">长和</a>缺乏弹性的供应的考虑，我们认为由此造成的实物稀缺可能将推动布伦特原油价格在第三季度达到平均80美元，并可能飙升至该水平之上。</p>\n</blockquote>\n<p>此外，高盛也表达了比特币的看法。</p>\n<p>随着去年以来比特币价格的快速上涨，越来越多人称其为“数字黄金”。</p>\n<p>高盛则不认同该看法，其大宗商品研究主管Jeff Currie在参加本周二的CNBC节目《Squawk Box Europe》节目时表示：</p>\n<blockquote>\n<p>虽然黄金和加密货币都被视作对冲价格上涨的工具，但加密货币不是黄金的替代品，而更像是铜的替代品。</p>\n<p>黄金通常被视作一种避险资产，但比特币和铜都表现为风险资产。加密货币是风险性通胀对冲工具的替代品，而不是风险规避性通胀对冲工具。</p>\n</blockquote>\n<p>不同于金价自去年创下新的历史高位便开始萎靡的情况，比特币在2020年11月创下超过其2017年12月的1.8万美元的上个阶段历史高点后，经过了短暂回调后又持续突破，并最终在今年4月涨至最高6.4万美元/枚的历史高点。</p>\n<p><img src=\"https://wpimg.wallstcn.com/96db662a-7eb2-4689-a725-d1720ef161a0.png\"/></p>\n<p>截至本文发稿，比特币跌至3.6万美元下方，较其4月的高点跌超40%。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储转鹰之际，高盛却再度唱多黄金：绝佳的防守品种</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储转鹰之际，高盛却再度唱多黄金：绝佳的防守品种\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 19:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3633330><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，美联储意外放鹰后，黄金大跌，但高盛却坚持看多立场不变。\n金价本周累跌超6%，创自从2020年3月以来最大单周跌幅。\n\n金价曾于2020年8月7日创下2075.47美元/盎司的历史最高价，超过更早时于2011年9月6日创下的1920.3美元/盎司，但之后便再未突破这一高点，并长期位于2000美元/盎司价格下方。\n在此之际，高盛却表示未来几周内黄金价格将出现上行逆转。其一份研究称：\n\n在此前的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633330\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e09a7b30204158feaaaf0f4efc19f31f","relate_stocks":{"159934":"黄金ETF","161125":"标普500","513500":"标普500ETF","518880":"黄金ETF","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","GS":"高盛","PSQ":"纳指反向ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF",".DJI":"道琼斯","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","DOG":"道指反向ETF","OEX":"标普100","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","QID":"纳指两倍做空ETF","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck","IVV":"标普500指数ETF","GLD":"SPDR黄金ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"source_url":"https://wallstreetcn.com/articles/3633330","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144670555","content_text":"本周，美联储意外放鹰后，黄金大跌，但高盛却坚持看多立场不变。\n金价本周累跌超6%，创自从2020年3月以来最大单周跌幅。\n\n金价曾于2020年8月7日创下2075.47美元/盎司的历史最高价，超过更早时于2011年9月6日创下的1920.3美元/盎司，但之后便再未突破这一高点，并长期位于2000美元/盎司价格下方。\n在此之际，高盛却表示未来几周内黄金价格将出现上行逆转。其一份研究称：\n\n在此前的通胀情况下，黄金并未出现强劲增长，这或许意味着无论是作为防御性资产还是通胀对冲，对黄金的需求都有限。\n但事实并不是如此，原因有二。\n首先，正如我们利率策略师指出的，当前的10年盈亏平衡通胀率，与我们的经济学家预测的通胀路径相比显得过低。事实上，这意味着未来几年几乎没有通胀风险溢价。\n其次，如果美联储对短期通胀的预期成为现实，加息将开始成为全球复苏不必要的阻力，损害经济增长预期，并提高黄金的防御性价值。\n\n此外，对于大宗和原油市场，高盛还表示：\n\n由于美联储决定将加息预测提前至2023年，大宗商品价格近期出现了下跌，这对投资者来说是一个买入机会。看涨大宗商品的论点既不是关于通胀风险，也不是关于美联储前瞻指引。而是关于稀缺性和强劲的实际需求。\n出于对强劲的需求增长和缺乏弹性的供应的考虑，我们认为由此造成的实物稀缺可能将推动布伦特原油价格在第三季度达到平均80美元，并可能飙升至该水平之上。\n\n此外，高盛也表达了比特币的看法。\n随着去年以来比特币价格的快速上涨，越来越多人称其为“数字黄金”。\n高盛则不认同该看法，其大宗商品研究主管Jeff Currie在参加本周二的CNBC节目《Squawk Box Europe》节目时表示：\n\n虽然黄金和加密货币都被视作对冲价格上涨的工具，但加密货币不是黄金的替代品，而更像是铜的替代品。\n黄金通常被视作一种避险资产，但比特币和铜都表现为风险资产。加密货币是风险性通胀对冲工具的替代品，而不是风险规避性通胀对冲工具。\n\n不同于金价自去年创下新的历史高位便开始萎靡的情况，比特币在2020年11月创下超过其2017年12月的1.8万美元的上个阶段历史高点后，经过了短暂回调后又持续突破，并最终在今年4月涨至最高6.4万美元/枚的历史高点。\n\n截至本文发稿，比特币跌至3.6万美元下方，较其4月的高点跌超40%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}