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[高盛,大摩,瑞银研报]金价还能涨多少?三大投行最新研判来了_蜘蛛资讯网

女儿打赏主播1700万父亲企业濒临破产

指标  四、这次和历史上的牛市有何不同?  摩根大通的技术分析显示,当前金价走势与1970年代末的黄金牛市有相似之处:  - 都经历了快速上涨后的剧烈回调(1980年1月回调30%,本次26%)  - 都由结构性因素驱动(当时是滞胀,现在是去美元化+财政担忧)  - 相对纸资产的表现优异(标普500/黄金比率接近2013-2025年支撑位)  但关键区别在于:美联储政策空间。1980年代沃尔克大幅

%表示将增加美国股票敞口,另有19%表示将减少相关敞口。还有少数受访者表示将增持通胀保值债券(TIPS)以对冲通胀预期。责任编辑:何云

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