黄金价格表现 - 黄金价格周二创下历史新高，并有望连续第七周上涨 [1] - 黄金价格自年初以来飙升45%，过去一个月内上涨10%，远超主要股指涨幅 [3] - 现货黄金在近期交易中微涨至约每盎司3,850美元 [3] 驱动因素分析 - 近期黄金买盘受到美元走软和美联储下月预期降息的推动 [2] - 政府可能关停的担忧加剧，以及中东和欧洲未解决的地缘政治紧张局势，增加了避险需求 [2] - 美元疲软提振了外国买家对以美元计价的金条的需求 [2] 技术分析 - 黄金在9月初突破为期四个月的盘整期后，近期持续强劲走高 [4][8] - 相对强弱指数确认了看涨动能，但该指标也接近过去18个月中预示涨势暂停的超买水平 [4] - 通过条形图模式分析，将1月初至4月底的强劲趋势叠加到当前上升趋势的起点，预测黄金看涨目标位约为每盎司4,365美元，意味着较周二交易水平有约13%的上涨空间 [6][8] - 关键支撑位需关注图表上的每盎司3,450美元、3,120美元和2,790美元 [8]

State Street (STT) just hit new all-time highs. The stock has strong technical momentum and is trading above key moving averages. STT boasts a 100% “Buy” opinion from Barchart and is up nearly 33% over the past year. While STT is favored by Wall Street and individual investors, volatility remains high, so disciplined risk management is recommended. Today’s Featured Stock Valued at $33.3 billion State Street (STT) is a financial holding company. It provides a range of products and services for ...

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Source: TradingView.com Key Takeaways Intel shares remain in the spotlight after soaring 20% last week, boosted by reports the chipmaker is soliciting investments from Apple and Taiwan Semiconductor Manufacturing Co. Since breaking out above a multi-month trading range earlier this month, the stock has continued to trend sharply higher and closed above the closely watched 200-week moving average last week. Investors should watch critical overhead areas on Intel's chart around $45 and $56, while also ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Successful business team standing together with growth financial arrow. gettySo what do 196 mostly bullish money managers with close to $500 million under management think about a stock market that continues to make new highs in one of the seasonally weakest months? A recent article noted that in 2025, the S&P 500 had hit 28 all-time highs. The number of new all-time highs in September is at a record level that goes back to 2017. That was another year when the Wall Street strategists were too pessimistic on ...

当前市场环境评估 - 当前市场环境下，寻找具备高质量、合理估值和技术面价格支撑的投资标的极为困难 [1] - 这种市场状况是导致投资组合采取保守股票配置策略的最主要原因 [1] 投资方法论 - 投资方法强调以谦逊、纪律和非传统的方式应对现代投资环境，专注于收益投资 [2] - 核心是解读市场传递的信息并据此进行投资决策 [2]

At Friedrich Global Research we are searching for what we believe will be the safest and best performing companies in which to buy stocks. We focus on free cash flow, efficient capital allocation, and consistently superior results to identify the highest quality management teams.Founder of Bern Factor LLC, an independent research and publishing firm located in Virginia. I have nearly 40 years of investing and analysis experience. I am a former CPA (1990 -2017) and became a CFA charter holder in 2000. I cons ...

作者专业背景 - 拥有超过25年股票、金融和商品市场经验 [1] - 曾担任FWN新闻专线服务的财经记者多年 包括在芝加哥和纽约商品期货交易大厅担任记者 [1] - 作为记者曾覆盖美国交易的各类期货市场 [1] - 曾担任道琼斯通讯社技术分析师和TraderPlanet com高级市场分析师 [2] - 曾担任CapitalistEdge com股票研究主管 [2] - 在爱荷华州立大学学习新闻学与经济学 [2] 作者当前业务 - 运营"Jim Wyckoff on the Markets"分析、教育和交易咨询服务 [2] - 担任知名农业咨询服务"Pro Farmer"的顾问 [2] - 在Kitco com上每日提供早间和晚间市场综述以及技术分析专题 [3]

对Tom Lee以太坊投资理论的批评 - Mechanism Capital创始人Andrew Kang强烈批评Tom Lee的以太坊理论，称其为近期知名分析师中“最荒谬的金融文盲论点组合” [1] - 核心论点是Lee的理论存在根本性缺陷，严重误解了价值累积的方式 [5] 关于稳定币和现实世界资产（RWA）的论点 - Lee的理论严重依赖稳定币和现实世界资产的采用作为以太坊价值的驱动力 [1] - Kang指出，尽管自2020年以来，代币化资产价值和稳定币交易量增长了100至1000倍，但网络费用却与2020年水平几乎相同 [1] - 费用未显著增长的原因包括：以太坊升级使交易更高效、大量活动已迁移至Solana和Arbitrum等其他链、低流通速度资产的代币化不会产生有意义的费用 [1] - Kang举例说明，即使代币化一万亿美元资产，如果资产不频繁移动，可能仅为ETH增加10万美元价值 [2] 关于“数字石油”的类比 - Lee将以太坊比作“数字石油” [3] - Kang认为此类比具有误导性，指出石油是一种大宗商品，经通胀调整后的实际油价在一个多世纪里在相同区间内交易，仅有周期性波动 [3] - 如果将ETH视为大宗商品，Kang认为这并非 inherently 看涨 [3] 关于机构采用的论点 - Lee理论的另一支柱是大型机构将购买并质押ETH以保护其资产所在的代币化网络 [4] - Kang反驳称，大型银行等金融机构尚未在其资产负债表上购买ETH，也未宣布相关计划 [4] - 他将此比喻为银行不会因为消耗能源而囤积汽油，只会按需支付；银行也不会购买其使用的资产托管公司的股票 [4] - 该类比突显了期望机构因运营原因大量持有ETH是不现实的 [4] 关于估值和技术分析的批评 - Kang批评Lee关于ETH价值可能相当于所有金融基础设施公司总和的声称，称这是对价值累积的根本误解和纯粹的妄想 [5] - 尽管承认技术分析有用，但Kang指责Lee滥用技术分析来强化偏见 [5] 对以太坊当前估值的看法 - Kang认为以太坊当前估值由“金融文盲”支撑，并将其与XRP被高估的市值相比较 [6] - 更广泛的宏观流动性维持了ETH市值的浮力，但除非发生重大的组织变革，否则很可能注定会持续表现不佳 [6]