大摩最新观点炸锅：黄金无法对冲股市下跌了！但对冲美债危机还是靠谱的。中信预测四季度金价4000-4500美元/盎司，黄金买盘韧性十足。与此同时，AI融资虽趋挑剔但未现危机，贝莱德称AI带来最有吸引力的固收机会。华泰预期美联储12月再加一次息，明年两次。全球通胀压力加剧，但穆迪警告风险下应维持利率不变。
JPMorgan just dropped a bombshell: gold can't hedge stock market drops anymore, but it's still good for US bond crises. CITIC predicts gold at $4,000-$4,500/oz for Q4, showing strong buying support. While AI funding gets picky, no widespread crisis yet. BlackRock calls AI-driven debt issuance the most attractive fixed income opportunity in years. Huatai expects one more hike in Dec, two next year. Global inflation pressure intensifies, but Moody's warns risks mean Fed should hold rates steady.
#MarketInsights $XAU $BTC
JPMorgan just dropped a bombshell: gold can't hedge stock market drops anymore, but it's still good for US bond crises. CITIC predicts gold at $4,000-$4,500/oz for Q4, showing strong buying support. While AI funding gets picky, no widespread crisis yet. BlackRock calls AI-driven debt issuance the most attractive fixed income opportunity in years. Huatai expects one more hike in Dec, two next year. Global inflation pressure intensifies, but Moody's warns risks mean Fed should hold rates steady.
#MarketInsights $XAU $BTC