第一年海外经济放缓叠加通胀中枢上行总体宏观环境对黄金较为有利第二当前黄金已较充分反应收紧预期复盘上轮美联储货币政策周期年底加息落地后黄金开启上涨行情第三疫情不确定性和海外政策收紧将持续加大市场波动黄金与其他资产的低相关性有望降低资产配置投资组合的波动与风险因此年黄金的配置或由保守转向积极
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