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高盛料明年中期金價高見4,000美元 黃金較比特幣更具對沖作用
高盛發表報告,預測到明年中期金價將達到4,000美元,認為相較比特幣,黃金將是更安全的對沖工具。 比特幣上周曾突破11.1萬美元的歷史新高,現報107.999美元。6月期金現跌0.73%,報3,270.7美元。高盛認為,絕大多數可用的黃金儲備已經被開採,在供應短缺以及通脹憂慮下需求增加,為金價上升提供動力。 高盛全球大宗商品研究聯合主管Daan Struyven表示,在過去數年,比特幣的回報率高於黃金,但波動性亦較大更大,對下跌也更敏感。當市場風胃納積極時,比特幣及股票往往表現較好。因此,在對沖股市下跌方面,黃金作為避險資產較比特幣更有效。
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