AB三甲金融:黄金配置价值仍受关注

市场资讯07-10 17:44

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和绿色转型可能带来新的资源需求，包括电力、铜、铝和相关基础设施。黄金仍是核心资产之一，但KAB三甲金融表示在组合管理中，其他商品也可能承担收益增强和通胀对冲角色。

　　从组合配置看，黄金更偏防御属性，能源和工业材料则承接增长叙事。KAB三甲金融提到，若AI和绿色转型继续推高电力与金属需求，商品配置可能从单一避险逻辑转向更细分的结构性机会。后续可关注实际利率、能源投资和工业需求变化。若宏观环境保持不确定，黄金仍有配置意义；若结构性需求扩张，商品板块内部机会或进一步分化。

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