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EP74 黄金史诗级的大牛市!我们一起见证

October 16, 2025 · 1 h 38 min

Show notes

人物
Jeff(“截胡不截财”主播 、同名知识星球,小红书:Jeff大截胡)
麦迪森(一劳永逸主播、知识星球: 一劳永逸)
大雄(知乎号:狮城大雄、20年国际投行老兵)
【时间轴】
01:17 我们各自黄金的仓位和逻辑
10:57 今年的黄金大行情源自什么原因
图片1: 黄金对全球GDP的比值图
图片2: comex黄金净多头仓位
22:49 黄金的小跟班,白银今年的走势也是在猛窜
24:50 黄金投机属性下的潜在风险
27:54 当前还没有黄金配置的投资思路
32:32 一个老交易员看到的黄金波动率的变化
34:50 不用上杠杆,不用上杠杆,不用上杠杆
42:48 从银行大卖黄金基金来看背后的售卖逻辑
45:13 为什么我对黄金走势还是乐观
48:04 什么情况下,黄金行情可能会结束
54:39 问答环节1:港股市场的定价权是南下资金了吗?
57:57 问答环节2: A股和港股哪个更适合...去小宇宙查看完整单集简介
在小宇宙查看该单集文稿

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