金价上涨的因素？

jlhan

中国大举买入黄金 助推黄金价格
http://cn.wsj.com/gb/20101203/mkt135614.asp?source=whatnews2

hornsay

这类文章我觉得意义不大，想听听韩教授的高见。

jlhan

If one wants to be a good investor, he probably needs to be aware of major moves in several markets.  

Some said that gold is in a bubble.  This may not be true.  But high gold price does affect stock markets and exchange rates.  This article shows one reason why gold price is high.  It provides some background info.

Devil_Star

据我所知， 中国暗中吸黄金， 早已经不是最近才发生的事了。

hornsay

But you have a question mark on the title which supposed you doubt it?

wocom

次要因素很多，也是很多砖家天天谈的，但最主要的是人类的恐惧和贪婪。

hornsay

原帖由 Devil_Star 于 2010-12-3 21:44 发表
据我所知， 中国暗中吸黄金， 早已经不是最近才发生的事了。

同感。

我高度怀疑枪手们又在唱好黄金，但暗中在抛售。

如果右肩出现的话，黄金说不定会跌到1200左右。

procean

这不忽悠一下又上去了

jlhan

原帖由 Devil_Star 于 2010-12-3 21:44 发表
据我所知， 中国暗中吸黄金， 早已经不是最近才发生的事了。

But the quantity increase this year over the last year is very large.

hornsay

原帖由 jlhan 于 2010-12-4 13:54 发表

But the quantity increase this year over the last year is very large.

Do you know how much gold bought by other countries this year?

jlhan

原帖由 hornsay 于 2010-12-4 14:57 发表


Do you know how much gold bought by other countries this year?

No.  But China has the most foreign reserve so its move has more effects.  Most other countries have relative small effects.  

China has problems of managing its foreign reserves.  It cannot buy stocks.  Buying bonds is not necessarily good.  From a long term viewpoint, buying gold is not that smart either.  The book "Stocks for the Long Run," by Jeremy J. Siegel, 4th Ed. 2007 provides a simple analysis on various investment.

hornsay

A couple of weeks ago, I saw  a program on 凤凰TV that in 主要经济体中，China has the least gold reserve while USA has the most gold reserve, so that's why I am always wondering Wall Street always has some kind of 阴谋，and that's why I am not so interested in those articles, or thus I wouldn't do investment based on those articles.

jlhan

原帖由 hornsay 于 2010-12-5 21:10 发表
A couple of weeks ago, I saw  a program on 凤凰TV that in 主要经济体中，China has the least gold reserve while USA has the most gold reserve, so that's why I am always wondering Wall Street always has s ...

Are you talking about Wall Street or WSJ?  WSJ is the most authoritative source on business, finance, and economy.  It is most likely true that China has the least gold reserve among world large economies.  However, I do not think that buying gold when gold is so expensive is a good idea.

[ 本帖最后由 jlhan 于 2010-12-5 23:36 编辑 ]