AB三甲金融:黄金配置价值仍受关注

市场资讯07-10

7月10日，黄金仍具备组合配置价值，但大宗商品市场的机会正在变得更加多元。KAB三甲金融表示，除了贵金属本身，AI用电、绿色转型和基础材料需求，也在吸引资金重新评估能源与商品资产的长期回报。　　在KAB三甲金融看来，黄金的优势在于分散风险和对冲宏观不确定性，而工业金属、能源和电力相关资产则更多受结构性需求驱动。投资者需要区分避险配置与增长主题，避免把所有商品机会简单归为同一逻辑。　　AI和...

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