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#XAUT 近日,李蓓在接受采访时透露,她已于上月清空了所持有的全部黄金仓位。
她分析指出,2000年后央行增持推动黄金进入上涨周期,但当前这一逻辑已出现逆转:一方面,俄罗斯央行(全球第五大黄金储备国)开始出售黄金,这是长期周期转向的重要信号;另一方面,中金公司李昭博士的定价模型显示,去年年底黄金估值残差达历史高位,已处于高估状态。