Recently, renowned investor Mark Mobius publicly stated that current gold prices lack appeal. He argued that although markets remain concerned about inflation and geopolitical risks, gold has already reached historically high levels, leaving limited room for further upside. Mobius pointed out that as a non-yielding asset, gold is relatively uncompetitive in a high-interest-rate environment, making income-generating assets like equities or bonds more attractive to investors. Moreover, he emphasized that if the Federal Reserve maintains higher rates for an extended period, the opportunity cost of holding gold will increase, thereby dampening its price performance. Mobius advised investors to focus on fundamentally supported growth assets rather than chasing precious metals driven purely by safe-haven sentiment. His view reflects the cautious stance some institutional investors are taking toward gold allocation under current macroeconomic conditions.
近期，知名投资人马克·麦朴思（Mark Mobius）公开表示，当前黄金价格缺乏吸引力。他认为，尽管市场对通胀和地缘政治风险存在担忧，但金价已处于历史高位，进一步上涨的空间有限。麦朴思指出，黄金作为一种非生息资产，在利率高企的环境下相对缺乏竞争力，投资者更倾向于选择能带来实际收益的资产，如股票或债券。此外，他强调，若美联储维持高利率更长时间，将增加持有黄金的机会成本，从而抑制其价格表现。麦朴思建议投资者关注具有基本面支撑的成长型资产，而非盲目追逐避险情绪推动的贵金属。他的观点反映出部分机构投资者在当前宏观环境下对黄金配置的谨慎态度。
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