CITIC Prudential: The recent rise in gold may indeed reflect an amplification of investor sentiment, so there is also the possibility of a "profit-taking" scenario after the Federal Reserve's interest rate cut is implemented

智通財經
2025.09.14 04:09
在中信保誠全球商品主題基金經理顧凡丁看來，任何金融資產價格都在波動中運行，漲跌過頭了通常都會引發調整。就黃金而言，近期上漲或確有投資者情緒放大的情況，所以也存在等美聯儲降息落地後出現 “利好兑現” 的可能性。對投資者來説，有三個信號或值得關注。第一，美聯儲降息對於資本市場影響會比較大，如果 9 月不降息，或者態度鷹派，短期事件交易者可能集中賣出黃金；第二，美國經濟韌性超預期，市場風險偏好提升，市場或會降低黃金等避險資產的配置；第三，從技術面看，如果跌破支撐位，可能引發更多拋盤。他表示，對於普通投資者，不需要每天盯盤，但可以適當關注這些關鍵節點的市場信息，提前做好準備。
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