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十七妾全文免费阅读|重燃爱的火花,打造独特的二人社交模式!
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4月15日,GTC泽汇资本表示,近期黄金价格飙升至历史新高,为投资者提供了一个独特的机会。据Kitco新闻报道,黄金价格已突破每盎司3200美元的历史高位,即便价格已处于超买区域,但黄金仍将获得有力支撑。GTC泽汇资本认为,在当前市场不确定性加剧的背景下,黄金作为一种避险资产的价值愈发凸显。

  GTC泽汇资本认为,当前市场的不确定性是前所未有的,这使得传统的投资策略和长期规划难以实施。以往在面对诸如新冠疫情或地缘冲突等不确定性因素时,投资者还可以依据一定的“剧本”进行操作,但如今这种不确定性已无法用过往的经验来应对,投资者必须摒弃传统的思维模式。

  此外,GTC泽汇资本还提到,尽管当前存在一些贸易政策方面的调整,如暂停报复性关税90天,但基础关税水平仍维持在10%,这将对经济活动产生影响。而美联储的利率政策也存在不确定性,未来三个月内,一旦关税政策发生变化,无论是取消还是进一步收紧,都将对市场产生重大影响。在这种情况下,市场预测的准确性大打折扣,甚至难以确定经济是否会陷入衰退。

  不过,GTC泽汇资本强调,尽管黄金价格处于高位,但并不意味着其被高估。从当前已知的情况来看,黄金的价格是合理的。而且,黄金投资者目前的收益相当可观,今年迄今黄金价格上涨了22%,过去12个月上涨了37%。这些收益为投资者提供了重新平衡投资组合的独特机会。

  GTC泽汇资本建议投资者,如果黄金在投资组合中的配置比例因价格上涨而超出预期,比如从10%上升到15%或20%,那么可以考虑将多余的资金用于寻找其他市场的投资机会。但同时,投资者也不必急于做出决策,因为当前市场的波动性极大,导致估值变得非常困难。

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