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索羅斯、鮑森 投資唱同調 @ 2012-08-16T04: Back Hot News
Keyword:索羅斯 黃金
Concept:GEORGE , 索羅斯增持黃金
「彭博通訊社」話,包括索羅斯、保爾森這些大鱷於6月底止季度(即Q2)大量增持黃金或相關投資組合,擺明睇死美元貶值,甚至9月伯南克或推QE3(量化寬松)。根據報道,索羅斯個對沖基金投資SPDR黃金信托88.44萬股,較Q1多了一倍。而保爾森就增持26%至2,160萬股。
2011年四季度以來,黃金的多頭陣營悄然發生變化,投資大鱷索羅斯和巴菲特悉數拋空手中的白銀,索羅斯還提出黃金是終極泡沫的觀點。黃金堅定多頭的代表鮑爾森旗下基金則因為持有貴金屬頭寸市值縮水近半。
在今年第二季度,明星投資家約翰-保爾森以及億萬富翁索羅斯都增持了對全球最大的黃金ETF—SPDR GOLD TRUST的持股。這主要是因為,目前黃金的價格已經創出自2008年以來的最大季度跌幅。

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