Why Gold Is More Valuable Than Ever Now | WSJ
Summary
TLDRこのスクリプトでは、経済の弱体化や市場の低迷と同時に金の価格が高騰するという歴史的なパターンが示されています。しかし最近は、経済が好調な状況下で金への投資が急増しています。ETFや物理的な金を通じて投資が行われており、特に中央銀行がドルを売り、物理的な金を買い貯める動きが強まっています。ロシアの資産が凍結されたことを受け、中国やトルコなどの国々は自国の資産が凍結されることを懸念しています。金は誰にも所有されず、操作されることがない希少性と価値を持つため、個人投資家にも人気があります。中国をはじめとする各国での需要が高まり、コストコでの販売も好調です。しかし、投資家には注意が必要です。感情的な動向によって金価格は変動する可能性があるものの、懸念材料が消える見込みがなく、多くの分析者が今後も高値が続くと楽観しています。
Takeaways
- 📈 黄金价格的峰值通常与经济衰退期相吻合,当经济放缓、利率下降时,金价上涨。
- 💼 联邦基金利率目标范围维持在0至1/4%,股市下跌,道琼斯指数创下历史最大点数跌幅。
- 🌟 尽管美国经济表现良好,黄金价格却创下历史新高,引发人们对其上涨原因的好奇。
- 🏦 投资黄金的两种主要方式是黄金ETF(购买黄金份额)和实物黄金。
- 🔗 黄金ETF对普通人来说更易获得,可以像股票一样买卖,而实物黄金需要储存。
- 📊 投资者现在更倾向于购买实物黄金,如金条、硬币和珠宝,这种趋势始于中央银行积累金条。
- 🌐 乌克兰-俄罗斯战争爆发后,中央银行购买黄金的行为几乎翻倍,作为资产多元化的一种方式。
- 🇨🇳 中国等国家担心中央银行资产被冻结,因此转向购买不受美国或其他国家控制的黄金。
- 💡 黄金的价值源于其自身的稀有性和属性,没有CEO可以操纵它。
- 📊 随着中央银行增加购买,个人投资者,特别是在中国,也增加了对黄金的投资。
- 💰 黄金需求在全球范围内增加,2023年的一项盖洛普民意调查显示,美国人现在更倾向于将黄金视为理想的长期投资。
- 🛒 成本高公司(Costco)在2023年开始在线和店内销售金条,顾客每月在金条上的支出估计为2亿美元。
- 💭 尽管经济在某些地区表现良好,但全球政治动荡和不确定性可能导致人们对黄金的兴趣持续增长。
- 🏠 对于中国投资者来说,由于股市崩盘和房地产市场动荡,黄金已成为存储财富的替代硬资产。
- 📊 尽管黄金价格可能随时上涨或下跌,但分析师对黄金价值持续高位持乐观态度。
Q & A
ゴールド価格が経済弱体化と同時発生する理由は何ですか?
-経済が弱体化すると、金利が低下し、株式市場が下落する傾向があります。これにより、投資家は安全な避難所としてゴールドを好む傾向があります。
連邦準備システムはどのような決定をしましたか?
-連邦準備システムは、連邦ファンドの目標範囲を0%から0.25%のままにすることを決定しました。
Dow Jones指数が過去最大の下落を記録した背景には何がありますか?
-経済の減速や低金利、株式市場の下落などが背景にありますが、具体的な要因は複数存在する可能性があります。
なぜ最近のゴールドの急上昇は謎だとされていますか?
-米経済は比較的良好な状況にあるにもかかわらず、ゴールド価格が急上昇したことから、その理由が謎とされています。
ETFと物理的なゴールドの間にはどのような違いがありますか?
-ETFは金を保有する投資家にとってよりアクセスしやすい選択肢で、株式のように売買できます。一方、物理的なゴールドは保有する金を直接所有することができますが、保管が必要であるという面で異なる点があります。
中央銀行がゴールドを積み増やす背景には何がありますか?
-中央銀行はドルを売却し、物理的なゴールドを買い入れて多様化を図るためです。特に、ロシアの資産が凍結された後、他の国々も資産の凍結に対する懸念からゴールドへの関心が高まっています。
中国においてはなぜ多くの若い投資家がゴールドを購入していますか?
-中国では不動産市場が崩壊した後、不動産を通じて蓄積していた富を保存する代替手段としてゴールドが人気を集めています。また、若い世代は伝統的な金融資産に懐疑的であり、他の価値を探しています。
2023年のギャラップ調査で何が明らかになりましたか?
-2023年のギャラップ調査では、アメリカの人々が長期的な投資として株式よりもゴールドを好むと答えています。
コストコがゴールドバーを販売し始めた背景には何がありますか?
-コストコは顧客の信頼を得ており、彼らがゴールドを購入するのを助けるため、オンラインと店内でゴールドバーの販売を開始しました。これは一般大衆のゴールドへの関心を示す指標となっています。
分析家は今後のゴールド価格の動向についてどう言っていますか?
-分析家の中には、懸念が続くことからゴールドの価値が今後も高い水準を維持する見通しであると語っている者がいます。
Outlines
📈 黄金价格与经济波动的关系
本文段讨论了黄金价格的变动与经济状况之间的关系。历史上,黄金价格在经济衰退期间达到峰值,因为低利率和股市下跌促使投资者转向黄金。尽管目前美国经济表现良好,黄金却创下历史新高,引发了人们对其背后原因的好奇。两种主要的黄金投资方式是通过ETFs(黄金股票)和实物黄金。ETFs对普通人更易获得,而实物黄金则需要存储。中央银行开始大量购买黄金,特别是俄乌战争后,一些国家如中国和土耳其担心其资产被冻结,因此转向黄金。黄金的价值来自于其自身的稀有性,不受任何国家的控制。随着中央银行和个人投资者的购买增加,黄金需求在全球范围内上升,尤其是在中国,年轻一代对传统金融资产持怀疑态度,更倾向于购买黄金。此外,Costco开始销售金条,显示出普通民众对黄金的兴趣。
💰 投资者对黄金的看法和未来趋势
第二段落探讨了投资者对黄金的看法以及其未来的价值趋势。尽管黄金价格波动受情绪影响,但一些分析师对其保持高位持乐观态度。推动人们购买黄金的根本因素,如政治和经济不确定性,似乎不会很快消失。因此,市场普遍看好黄金。中国投资者对黄金的兴趣部分是由于最近的股市崩盘和房地产市场动荡,黄金已成为一种硬资产,人们可以拥有并保值。
Mindmap
Keywords
💡ゴールド価格
💡経済弱体化
💡連邦準備システム(FED)
💡ETF(トレーディング型オープンエンドファンド)
💡物理的なゴールド
💡中央銀行
💡ロシアとウクライナの戦争
💡中国
💡コストコ
💡不確実性
Highlights
Gold prices peak during economic recessions and times of low interest rates.
Federal funds rate target range maintained at 0 to 1/4%.
Gold hits a historic high despite the Dow's record drop.
There is a mysterious rally in gold, with new investors entering the market.
Two primary investment methods in gold are ETFs and physical gold.
ETFs are more accessible for the average person, similar to stock trading.
Physical gold investment is increasing, with a focus on bars, coins, and jewelry.
Central banks have been accumulating gold bars as a diversification strategy.
The Ukraine-Russia War has led to an increase in central bank gold purchases.
Some countries are concerned about having their assets frozen, prompting a move towards gold.
Gold is not controlled by any single entity, unlike other financial assets.
Individual investors, especially in China, have been increasing their gold purchases.
Younger generations are becoming more skeptical of traditional financial assets.
Global demand for gold is on the rise, with a Gallup poll showing Americans prefer gold over stocks.
Costco's gold bar sales went viral on social media, reflecting public interest.
Gold's traditional role as a safe haven during economic downturns is being challenged.
Current gold buying is driven by concerns about future economic stability rather than current conditions.
Chinese investors are turning to gold following a stock market crash and housing market turmoil.
Analysts are bullish on gold's value remaining high due to ongoing global uncertainties.
Transcripts
this chart shows the price of gold see
these Peaks they coincide with periods
of economic weakness recessions economy
has slowed down low interest rates we
decided to keep the target range for the
federal funds rate at 0 to 1/4% and
falling stock markets the Dow just had
its biggest Point drop in history
falling
1190 points but take a look at what's
happening right now gold just hit a
historic high but by most measures in
the US
the economy is doing pretty well people
say gold this crazy what's this move
people have called it curious they've
called it stealth they've called it
mysterious here's what's driving this
mysterious rally and why new investors
are taking the
dive into gold two of the main ways to
invest in gold are ETFs essentially
buying shares of gold and physical gold
itself in the past Investments have been
split between the two ETFs are typically
more accessible to the average person
you can just buy them and sell them just
like a share of a stock unlike a gold
bar you don't have to store it and then
when you want to sell it again it's just
a click of a button but now they're
being sold off and physical gold is
Riding High as investors scoop up bars
coins and jewelry this Rising interest
in physical gold started with central
banks piling up on gold bars they're
taking dollars and selling dollars and
buying physical gold and storing it
because you can't get to My Vault
exactly their buying nearly doubled
after the start of the Ukraine Russia
War as a way to diversify their assets
the US and some of its allies froze
Russian assets and that's got some
countries worried countries like China
turkey they don't want to see their
Central Bank assets get Frozen some of
these countries China for example hold
large amounts of dollar-based assets
like us treasuries that the FED would be
able to freeze but gold isn't I on the
US or any other country in the same way
if you took all the gold that was ever
mined you could fit it into a building
that's about seven stories high and
about 5,000 square ft that's it there's
no CEO of gold nobody can manipulate it
it has its value just due to its own
properties due to its own You Know
Rarity and as central banks ramped up
their buying so did individual investors
especially in countries like China more
retail investors bought gold there than
in any other country over the last four
years many are young buying assets like
gold beans small gold balls that are
cheaper than buying a full bar younger
generation in China in the US and in
other countries as well has become more
skeptical of traditional Financial
assets and so they're grasping for
something else and while China is the
biggest buyer demand for gold has
increased globally a Gallup poll in 2023
showed a Americans now prefer gold over
stocks as an ideal long-term investment
and one place to look at to see the
growing interest Costco I filled out the
merchandise pickup slip brought it to
check out and then just waited anxiously
until an employee brought it to me the
company began selling gold bars online
and in store in 2023 look at this oh I'm
getting that for sure and went viral on
social media you can do the Dragon one
and you can do the moon one the bars can
consistently sell out and customers are
spending an estimated 200 million on
them per month people know Costco they
trust them and they were eager to buy
gold so they feel comfortable Costco is
a you know is a small fraction of of the
gold buying and selling that's out there
but it's revealing of the you know the
interest that that regular people have
all of this has caused gold to spin on
its head bucking decades long Trends
remember that gold price chart from
earlier showing how it tends to go up
during economic downturns people buy
physical gold in those circumstances
because they have something tangible
that they can hold on to it's not
something that's just a image on a
screen or a number on a account
statement but some analysts say that
right now people aren't necessarily
worried about the current economy but
about its future we had Co in the
pandemic we had the Ukraine Russia
invading Ukraine we now have the Middle
East War we have ballooning government
de and on top of that just political
Discord International Discord it's just
a very turbulent uncertain time and just
because the economy is doing well in
some places doesn't mean it's doing well
everywhere for Chinese investors the
interest in Gold has been driven by a
recent stock market crash and turmoil in
the housing market traditionally Chinese
just like here bought property to store
store their wealth since the real estate
market there collapsed uh gold has
become an alternative
a hard asset that people can own to
store
value so what does all of this mean for
investors well gold can still go up or
down at any time especially because it's
often driven by emotion but some
analysts are bullish on its value
continuing to stay high the underlying
things that are causing worry and
driving people to Gold those don't seem
to be going away anytime soon so by and
large the street is bullish
5.0 / 5 (0 votes)