金价破5000仅是开始?瑞银：标普500年底上看8400点，“金股双牛”时代来临

智通财经01-27

智通财经APP获悉，瑞银全球财富管理公司高级投资组合经理艾伦·雷克特沙芬(Alan Rechtschaffen)表示，尽管金价已飙破 5000 美元，仍对美股持乐观态度。在接受采访时，雷克特沙芬认为，金价高企与股市持续上涨并非互斥，他坚持认为，多重转型驱动力将推动股市在年底前走高。该策略师预计，到今年年底，标普500 指数的基准情景为 7700 点;而在更为乐观的情景下，若市场条件配合，雷克特沙芬...

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UBS: The S&P 500 will look at 8,400 points by the end of the year, and the era of \"double bulls in gold stocks\" is coming","themeId":"93518553d8b306f2b5e96774a4d6c98b","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OEX":0.6,"SPY":1.95,"SSO":0.6,"OEF":0.6,"GLD":1.93,"SDS":0.6,".SPX":1.95,"SH":0.6,"SPXU":0.6,"MESmain":0.6,"UPRO":0.6,"XAUUSD.FOREX":1.93,"IVV":0.6},"content_text":"智通财经APP获悉，瑞银全球财富管理公司高级投资组合经理艾伦·雷克特沙芬(Alan Rechtschaffen)表示，尽管金价已飙破 5000 美元，仍对美股持乐观态度。在接受采访时，雷克特沙芬认为，金价高企与股市持续上涨并非互斥，他坚持认为，多重转型驱动力将推动股市在年底前走高。该策略师预计，到今年年底，标普500 指数的基准情景为 7700 点;而在更为乐观的情景下，若市场条件配合，雷克特沙芬认为该指数有望达到 8300 至 8400 点。雷克特沙芬指出，推动市场上行的所谓\"三大机遇\"包括：人工智能、长寿科技以及电力。这些变革性主题不仅将惠及技术创造者，也将使各行各业的终端用户受益。尽管承认许多投资者正将黄金作为对冲工具，以应对社会不安及其他不确定性，但雷克特沙芬仍坚定认为，风险资产与避险资产可以同时上涨。他表示：\"但我们并不认为，每盎司 5000 美元的高金价与更高的股市相悖。黄金正被大量投资者用作对冲工具，这正是金价突破 5000 美元的原因。\"据了解，2026年1月26日，全球大宗商品市场迎来里程碑式时刻，现货黄金与COMEX黄金期货价格双双突破每盎司5000美元的心理关口，创下人类金融史上最高纪录。随着这一长期以来的价格天花板被击碎，期权市场并未出现大规模的获利了结，反而涌入了更为激进的买盘。交易员正通过大量行权价在5500美元至6000美元之间的远期看涨期权进行博弈，显示出市场主力对黄金“牛市下半场”的强烈共识。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2606275264","isCrawlerRequest":true}