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早盘狂飙！黄金概念持续走强美债危机引发资产挪移_我的网站

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A | (ECNS) -- Ning Boyu, a principal engineer at China's tech giant Huawei, recently announced on social media that he has left the company and will pursue postdoctoral research at KTH Royal Institute of Technology in Sweden. Explaining his decision, Ning said that during his time at Huawei, he noticed a gap between industry needs and academic research. After discussing these issues with university professors and students, he realized that he particularly enjoyed engaging with the academic community, according to Jiupai News, a media outlet in Hubei province. Ning said he has received a Marie Curie postdoctoral fellowship and will conduct research at KTH Royal Institute of Technology. He plans to return to China after completing the program. Widely known as a member of Huawei’s Top Minds program, the 30-year-old described his three years at the company as a valuable experience that sharpened his skills and allowed him to forge lasting friendships with colleagues. Asked about the “Top Mind” label, Ning admitted that after joining Huawei, he realized he was not necessarily the most outstanding employee in terms of either technical ability or intellect. This led him to question whether he truly deserved the title. In his own assessment, his strengths include a passion for research, a willingness to delve deeply into problems, a habit of getting to the root of issues, and an ability to simplify complex matters. However, he also acknowledged several weaknesses, including an average memory, difficulty multitasking, a tendency to have many scattered ideas, and a mind that often jumps from one thought to another in both work and daily life. Recently, Ning helped a relative sell freshly harvested corn. He described it as a completely new experience that gave him a deeper appreciation of the challenges faced by people from all walks of life. 。 K图 301177_0 　　8月26日早盘，黄金概念股低开高走，截至早间收盘，板块上涨2.48%，涨幅居概念板块最前列。个股方面，迪阿股份20CM涨停，白银有色、江西铜业、金诚信、深中华A、金一文化涨停，洛阳钼业、西部矿业涨超8%，高能环境涨超7%，北方铜业、飞南资源、云南铜业、湖南白银涨超6%。
　　金价持续反弹站上4700美元　　8月26日亚盘时段，COMEX黄金高开后维持震荡，截至发稿，COMEX黄金主力合约报4705.3美元/盎司，自8月初以来，累计涨幅已达14.57%。近期，黄金价格已连续向上突破4400美元、4500美元和4600美元整数关口。　　金价缘何再次重拾升势？金鹏期货表示，主要源于三个方面：一是美国7月非农意外减少、零售转负，市场基本排除年内加息的可能，美债实际收益率下跌，持有黄金的机会成本降低。　　二是美国债务突破40万亿美元，美国财政部扩大国债回购上限，美元指数跌到99下方，黄金作为信用对冲资产受到追捧。　　三是全球央行二季度净购金289吨，中国连续多月增持，韩国也重启买盘，再加上ETF资金回流、CTA空头止损形成“逼空”，投机资金回补把涨势放大了一波。

B | 　　美债危机引发资产大挪移　　美国财政部“压债”继续引发全球资产大挪移。据媒体报道，美国财政部或动用近万亿美元财政部一般账户（TGA）资金回购债券。但市场似乎不太买账，美债收益率依旧维持高位。　　行业人士称，美国财政部干预的核心是“用短期流动性换取改革时间”，虽然解决不了40万亿美元的根本赤字，但至少避免了“此刻就爆仓”的最坏情形。而华尔街对此定性为“金融抑制”，并警告这场干预的代价可能最终由美元来支付。　　市场环境发生深刻变化，也倒逼市场重新思考传统资产配置框架。

C | 东方汇理表示，对于经典的60/40资产配置组合，原本投向长久期债券的40%资金，应当在更广泛的大类资产中采取均衡布局，例如通过能源和大宗商品对冲通胀；通过黄金对冲地缘政治冲击；通过高质量企业债获取久期规避风险。　　A股方面，随着国际金价近期持续走强，贵金属相关个股走势强劲。据东方财富Choice数据，截至8月26日午盘，中信贵金属行业13只成分股全部上涨，涨幅中位数高达19.62%。其中，招金黄金、湖南白银涨幅最大，均超43%；晓程科技紧随其后，涨超41%；四川黄金、山东黄金、西部黄金涨幅居前，均超20%。（文章来源：东方财富研究中心）。