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發表於 2008-4-17 10:57:32
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原帖由 linzhish 於 2008-4-17 09:34 AM 發表
8-10moz?小妹说明白点,是啥价位好象不是很清楚
司令早~~
In recent research, analysts at Royal Bank of Canada Capital Markets note that a record increase in the net speculative long
gold bullion futures position on COMEX coincided with the run in the price of gold, to a record $1,030/oz early last month.
On February 22 2008, the net long position in gold bullion futures reached an all-time high of 25.3moz before pulling back to the
current 19.3moz level.
RBC CM analysts anticipate that the high positive correlation between gold bullion and the speculative futures position will continue, and are looking for the long position to decline possibly as low as the 8-10moz level, before gold consolidates and makes another
run at $1,000/oz in August-September 2008.
我就是不明白他怎計算出來的......
但看到他說在最高位時,亦即us$1030時是25.3moz
現價是19.3moz(這是大約在us$930)
再推斷8-10moz會是$400-450.......
因此有不敢想像的感覺呢!!
我都不會太認同....將要在這短短數月間發生....不大可能吧!
再多轉帖些,都是在同一報導的....
看似有[唱空]的嫌疑喔....
RBC Capital Markets Tuesday urged investors to crystallize profits now and "take advantage of gold at lower levels within the
June-July period. Combining our view that a seasonal slowdown for gold demand is around the corner in the summer months, and
the possibility that the U.S. fed rate cutting cycle may come to an end shortly, we believe the timing is right for investors to take
profits in the short term in gold and gold equities.
Investors, and speculators in particular, may need to brace themselves for what could develop into savage changes in commodities
prices, according to the latest advice from the Bank Credit Analyst. "The changing behavior of commodity investors and
speculators increases our conviction", states BCA Research, "that the asset class is on an eventual path toward a mania-like
overshoot. |
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