付鹏：New Money眼中的英伟达、比特币和黄金【付鹏说17】

华尔街见闻04-09

“ 交易桌前看天下，付鹏说来评财经 ” 欢迎订阅《付鹏说·第四季》【17】付鹏：New Money眼中的英伟达、比特币和黄金本期内容 >>本文仅限作者观点，点击上方视频收看！交易桌前看天下，付鹏说来评财经。在过去的两个月时间里，大家都在重点观察着一类资产——黄金。很多人也发现黄金开始出现了比较大的偏离，当然也有不少人在讲“脱锚”的故事，下面的左图，就是在讲这个故事时会用到的一张很重要的图。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2426186178?lang=zh_CN&edition=full","thumbnail":"https://wpimg-wscn.awtmt.com/1160cef6-5fd9-4805-8ce4-146b51ed7a73.jpeg","is_english":false,"pubTime":"2024-04-09 11:26","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2426186178","market":"hk","top_or_hot":-1,"title":"付鹏：New Money眼中的英伟达、比特币和黄金【付鹏说17】","media":"华尔街见闻","content":"<div>\n<p>“ 交易桌前看天下，付鹏说来评财经 ”\n欢迎订阅《付鹏说·第四季》\n【17】付鹏：New Money眼中的英伟达、比特币和黄金\n本期内容\n>>本文仅限作者观点，点击上方视频收看！\n交易桌前看天下，付鹏说来评财经。\n在过去的两个月时间里，大家都在重点观察着一类资产——黄金。很多人也发现黄金开始出现了比较大的偏离，当然也有不少人在讲“脱锚”的故事，下面的左图，就是在讲这个故事时会用到的一张很重要的图。...</p>\n\n<a href=\"https://wallstreetcn.com/premium/articles/3712265?layout=wscn-layout\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","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>付鹏：New Money眼中的英伟达、比特币和黄金【付鹏说17】</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付鹏：New Money眼中的英伟达、比特币和黄金【付鹏说17】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-09 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/premium/articles/3712265?layout=wscn-layout><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“ 交易桌前看天下，付鹏说来评财经 ”\n欢迎订阅《付鹏说·第四季》\n【17】付鹏：New Money眼中的英伟达、比特币和黄金\n本期内容\n>>本文仅限作者观点，点击上方视频收看！\n交易桌前看天下，付鹏说来评财经。\n在过去的两个月时间里，大家都在重点观察着一类资产——黄金。很多人也发现黄金开始出现了比较大的偏离，当然也有不少人在讲“脱锚”的故事，下面的左图，就是在讲这个故事时会用到的一张很重要的图。...</p>\n\n<a href=\"https://wallstreetcn.com/premium/articles/3712265?layout=wscn-layout\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0056508442.USD","symbol_name":"贝莱德世界科技基金A2","start_time":0,"source_url":"https://wallstreetcn.com/premium/articles/3712265?layout=wscn-layout","article_id":"2426186178","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/1160cef6-5fd9-4805-8ce4-146b51ed7a73.jpeg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2426186178","pubTimestamp":1712633184,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"黄金价格与美债收益率之间真的已经“脱敏”了吗？","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0079474960.USD":"联博美国增长基金A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","FBTC":"Fidelity Wise Origin Bitcoin Fund","DEFI":"Hashdex Bitcoin ETF","NVDA":"英伟达","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4594":"比特币ETF概念","BK4595":"比特币概念","BK4587":"ChatGPT概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","EBON":"亿邦国际","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","BITB":"Bitwise Bitcoin ETF","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0444971666.USD":"天利全球科技基金","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4503":"景林资产持仓","CAN":"嘉楠科技","BK4551":"寇图资本持仓","BITO":"ProShares Bitcoin Strategy ETF","EZBC":"Franklin Bitcoin ETF","BTCO":"Invesco Galaxy Bitcoin ETF","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IBIT":"iShares Bitcoin Trust","BTCW":"WisdomTree Bitcoin Fund","BK4581":"高盛持仓","HODL":"VanEck Bitcoin Trust ETF","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BRRR":"Valkyrie Bitcoin Fund","GBTC":"Grayscale Bitcoin Trust","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念"},"translate_title":"Fu Peng: Nvidia, Bitcoin and Gold in the Eyes of New Money [Fu Peng Says 17]","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GBTC":1,"NVDA":1,"IBIT":1,"HODL":1,"BITB":1,"FBTC":1,"EZBC":1,"EBON":1,"DEFI":1,"CAN":1,"BTCW":1,"BTCO":1,"BRRR":1,"BITO":1},"content_text":"“ 交易桌前看天下，付鹏说来评财经 ”\n欢迎订阅《付鹏说·第四季》\n【17】付鹏：New Money眼中的英伟达、比特币和黄金\n本期内容\n>>本文仅限作者观点，点击上方视频收看！\n交易桌前看天下，付鹏说来评财经。\n在过去的两个月时间里，大家都在重点观察着一类资产——黄金。很多人也发现黄金开始出现了比较大的偏离，当然也有不少人在讲“脱锚”的故事，下面的左图，就是在讲这个故事时会用到的一张很重要的图。\n很多人还会将十年期美债收益率和黄金间做关联（这里指的是美元计价的黄金），那么得到的结果大概是在2022年的年中，请注意这个时间，进行了所谓的脱敏。美债收益率持续上行，但黄金开始出现下行。很多人在讲这个故事，得出的结论是，第一美元不行了，美元信用受到了重大影响，也就会扯到关于美国的债务问题，讲到美国财政的问题。这个话题在前两年的付鹏说中，我跟大家解释过，真正的变化是从利率中枢到利率结构，这两者完成了才将意味着真正的利率环节完成变化，这一点就是我之前跟大家讲过的短端为锚和长端为锚的变化。Contango结构是长端为锚短端波动，现在是短端为锚长端波动，现在收益率是一个Back结构，以前是Contango结构。所以真正的脱敏肯定不是在2012年的年中，反倒是在今年......","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426186178"}