JPMorgan analysts led by Nikolaos Panigirtzoglou said in a note on Friday that "the appreciation of gold prices over the past year has far exceeded the movements suggested by the movement of the U.S. dollar and real bond yields, and likely reflects the re-emergence of this'depreciation trade '," adding that the record capital inflows into the cryptocurrency market in 2024 suggest that bitcoin is also becoming a "more significant component" of investors' portfolios. Depreciation transactions refe...
以Nikolaos Panigirtzoglou为首的摩根大通分析师在周五的一份报告中表示,“过去一年的金价升值远远超出了美元和实际债券收益率变动所暗示的走势,很可能反映了这种'贬值交易'的再次出现,"他们补充说,2024年创纪录的资本流入加密货币市场表明,比特币也正在成为投资者投资组合中 “更重要的组成部分”。 贬值交易是指投资者转...