著名对冲基金经理不再看多黄金
关键字:著名对冲基金经理不再看多黄金
随着国际金价跌至逾5年来低位,全球最有影响力的黄金投资者之一、著名对冲基金经理保尔森(John Paulson)上周五(7月31日)表示,当前黄金正处在一个合适的价格水平。
保尔森旗下的Paulson & Co. Inc持有1000万股SPDR Gold Trust,当前价格已缩水至约10亿美元。截至2014年12月31日,保尔森的Paulson & Co.总共持有1020万股SPDR黄金ETF,总价值11.6亿美元。这意味着,2015年上半年其旗下黄金基金ETF缩水幅度达13.8%
保尔森称,“现在,我认为黄金正处在公允价值,未来黄金市场将开始平衡。”
他指出,“由于担心通胀过低,西方投资者对黄金的需求下降,但东方投资者的需求仍在继续增长,因为他们将其用作珠宝首饰以及保值用途。”
保尔森认为,美联储可能最早在今年开始加息,这意味着金价大幅反弹的空间被缩小。此外,由于上周金价在短短几秒内暴跌4%,导致紧张的投资者担忧是否会有其他西方对冲基金加入做空,因此不排除有下跌的可能性。
本文来源: 大田环球贵金属
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