对冲AI泡沫美银荐黄金与中国股票

智通财经2025-10-31

智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。目前标普500指数前瞻市盈率约23倍，远高于过去20年16倍的平均水平;所谓“科技七巨头”在指数中的权重超过三分之一，其前瞻市盈率更高达31倍。由Michael Hartnett领衔的美银团队在报告中写道：“AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/...

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

爱赚钱的瓜子
2025-10-31
爱赚钱的瓜子
每天晚上都是美国佬从棺材里出来砸黄金

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2579674594?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-10-31 21:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2579674594","market":"sh","top_or_hot":-1,"title":"对冲AI泡沫 美银荐黄金与中国股票","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。目前标普500指数前瞻市盈率约23倍，远高于过去20年16倍的平均水平;所谓“科技七巨头”在指数中的权重超过三分之一，其前瞻市盈率更高达31倍。由Michael Hartnett领衔的美银团队在报告中写道：“AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1363999.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>对冲AI泡沫 美银荐黄金与中国股票</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对冲AI泡沫 美银荐黄金与中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1363999.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。目前标普500指数前瞻市盈率约23倍，远高于过去20年16倍的平均水平;所谓“科技七巨头”在指数中的权重超过三分之一，其前瞻市盈率更高达31倍。由Michael Hartnett领衔的美银团队在报告中写道：“AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1363999.html\">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":"IAU","symbol_name":"黄金信托ETF-iShares","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1363999.html","article_id":"2579674594","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2579674594","pubTimestamp":1761917013,"columns":[{"name":"黄金","id":5,"label_key":null}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。由Michael Hartnett领衔的美银团队在报告中写道：“AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/泡沫对冲。”黄金可对冲宽松政策与经济扩张可能引发的通胀风险。今年以来，中国股票大幅跑赢标普500指数，MSCI中国指数飙升33%，得益于DeepSeek崛起后市场对中国生成式AI竞争力的乐观预期。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159831":"黄金","159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF-iShares","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","DUST":"二倍做空黄金矿业指数ETF-Direxion"},"translate_title":"Hedging AI bubble, Bank of America recommends gold and Chinese stocks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159831":1.5,"159934":0.6,"518880":0.6,"MGCmain":1.5,"IAU":0.6,"QOmain":1.5,"GLD":0.6,"GCmain":1.5,"GDX":0.6,"NUGT":0.6,"SGUmain":0.6,"SGCmain":0.6,"DUST":0.6,"1OZmain":1.5},"content_text":"智通财经APP获悉，美国银行策略师表示，在人工智能交易热潮推高估值之际，黄金与中国股票是应对这场泡沫或繁荣的最佳对冲工具。目前标普500指数前瞻市盈率约23倍，远高于过去20年16倍的平均水平;所谓“科技七巨头”在指数中的权重超过三分之一，其前瞻市盈率更高达31倍。由Michael Hartnett领衔的美银团队在报告中写道：“AI股的领先地位眼下纹丝不动，我们看好黄金和中国股票作为最佳的繁荣/泡沫对冲。”自4月初触底以来，这一领涨板块已推动标普500市值增加约17万亿美元。本周，芯片制造商英伟达(NVDA.US)成为全球首家市值突破5万亿美元的公司。此外，亚马逊(AMZN.US)和苹果(AAPL.US)公布的强劲财报周五提振了美股期货;市场似乎准备反弹，此前部分下跌源于Meta Platforms(META.US)因投资者担忧巨额AI投资支出而暴跌。美银策略师指出，投资者正为2026年经济稳健增长进行仓位布局，预期美国利率将下降，且特朗普政府将推出支持市场的政策。黄金可对冲宽松政策与经济扩张可能引发的通胀风险。金价近期自每盎司逾4300美元的历史高位回落，部分原因是投资者评估中美贸易休战进展。数据显示，全球黄金基金单周创纪录流出75亿美元，此前连续四个月净流入。今年以来，中国股票大幅跑赢标普500指数，MSCI中国指数飙升33%，得益于DeepSeek崛起后市场对中国生成式AI竞争力的乐观预期。在特朗普当选总统时，Hartnett团队曾准确押注亚洲及欧洲等国际股票，认为这些地区的宽松政策将推动股市上涨。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":495152397123640,"gmtCreate":1761917840759,"gmtModify":1761917843058,"author":{"id":"3469825833798402","authorId":"3469825833798402","name":"爱赚钱的瓜子","avatar":"https://static.tigerbbs.com/a25f9dd9f0e446d3efad0c87609406f2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3469825833798402","authorIdStr":"3469825833798402"},"htmlText":"每天晚上都是美国佬从棺材里出来砸黄金","listText":"每天晚上都是美国佬从棺材里出来砸黄金","text":"每天晚上都是美国佬从棺材里出来砸黄金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495152397123640","repostId":2579674594,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2579674594","isCrawlerRequest":true}

对冲AI泡沫 美银荐黄金与中国股票

精彩评论

对冲AI泡沫美银荐黄金与中国股票