多國拋售黃金,中國卻在買入,這裡面究竟藏著什麼樣的驚天大秘密?#查理芒格 #投資 #財富流 #財經 #芒格 #芒格的信徒 #價值投資

芒格思想 December 26, 2025
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芒格思想

@芒格思想

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👴🏻 深切追思投资界的精神巨匠查理・芒格先生!先生虽逝,但其逆向推演的深邃洞见、长期主义的价值坚守、跨学科的多元思维模型,早已超越投资本身,成为指引无数人穿越迷茫的人生罗盘。与巴菲特携手缔造的商业传奇、历经岁月沉淀的箴言哲思,永远照亮理性前行之路 —— 先生风骨永存,智慧薪火相传! 🔹 账号定位:芒格思想的笃信传承者 & 实战拆解官,专注深挖大师的逆向投资逻辑、价值判断框架与多元思维工具箱。系统梳理先生公开演讲、股东信核心观点,拆解可口可乐、富国银行、比亚迪等经典投资案例,用接地气的语言转化为可落地的投资策略与生活决策指南,助力大家避开人性陷阱、实现长期稳健成长。 🔹 免责声明:本账号为芒格粉丝自发组建,仅用于缅怀先生、分享传播其思想智慧,与查理・芒格本人、伯克希尔·哈撒韦公司及相关机构无任何隶属关联。所有内容均基于公开信息整理,不构成任何投资建议。 🔔 痴迷芒格的“反人性”生存智慧?这才是穿越周期的底层密码!点赞收藏,锁定账号不迷路~ 后续将解锁先生未公开的思维训练方法、50年投资生涯的避坑实录、经典案例的深度复盘,跟着大师学理性决策!赶紧关注,硬核思想干货持续输出,与千万芒格信徒共学共进!

Video Description

有人問我:「查理,你一個搞投資的老頭子,為什麼要死盯實物黃金及東方黃金體系相關資產、貨幣定價權紅利領域、避險確定性配置這些『保守策略』?」 如果巴菲特在這裡,他大概會說:「別管那些噪音,只看長期價值。」但恕我直言,如果你看不懂這些緊跟全球黃金「東移」節奏的「保守策略」,你根本不配在這個美元信用鬆動、地緣博弈加劇、金融體系搖搖欲墜的時代裡,管好自己的退休本錢! 真正的投資大師,絕不僅是看財報的會計師,而是能借黃金暗戰紅利為晚年生活築起防線的生存戰略家。 今天,我們就用那套「普世智慧」和「魯拉帕路薩效應」(Lollapalooza Effect),來拆解退休族借黃金暗戰東風的財務佈局大戲。這不只是簡單的資產配置,這是一場關於晚年尊嚴、避險機遇把握以及人性貪婪恐懼的頂級生存案例。 在此影片中,我們將深度解析: 🎯 資產的本質: 為什麼實物黃金及上海金體系相關資產、優質國債這些「保守選擇」,從「無人問津」變成了退休財富的「核心基石」?為何它的防禦價值堪比佈雷頓森林體系崩潰時代的黃金?就像我認識的資深貴金屬物流從業者陳瀚所說:「金子這東西,誰實際拿著、誰能實際控制,才是真的算誰的。西方的紙黃金體系早就是紙糊的城堡,1盎司實物黃金對應130盎司的紙黃金合約,一旦遇到信任危機就會瞬間崩塌,只有握在自己手裡的實金,才是退休生活的最後防線。」更何況現在全球央行上演「一邊西方向外拋售、一邊東方持續增持並運回實金」的戲碼,這可不是菜市場買菜討價還價那麼簡單,央行買賣黃金、轉移金庫,從來都不是為了賺那點差價,背後藏著的都是關乎金融主權和貨幣定價權的大算盤。 🌍 新領域的價值: 實物黃金及與上海金定價體系強相關的抗通脹資產、優質國債為何是退休組合的「壓艙石」?這些依託全球實金東流趨勢與貨幣體系變革紅利的資產,為何能穿越經濟週期波動,穩定保全本金? 🔗 配置的機會: 現金與類現金資產(短期國債、貨幣基金)該如何搭配實物黃金或低費用黃金ETF?參照經典永久組合的黃金配置比例(不超10%),佈局上海金交所相關標的藏著怎樣的退休收益紅利? ⚠️ 投資的陷阱: 盲目追高黃金期貨等紙黃金產品、忽視央行「運回實金」背後的戰略邏輯、錯把短期黃金波動投機當長期養老配置,為何是退休族最致命的「愚蠢行為」?那些被不法分子利用的黃金走私陷阱,又為何會讓退休積蓄血本無歸? 💰 退休族的生存之道: 在經濟下行週期,如何避開依附舊美元體系的「偽資產」(過度依賴美元的高風險紙黃金、美元債),佈局能借實金東流和上海金體系崛起紅利撐起晚年生活的「真防線」? 這世界充滿了愚蠢。貪婪者追高紙黃金投機的愚蠢,恐懼者錯過實金配置紅利的愚蠢,錯把短期投機當長期養老的愚蠢。在這個殘酷的財富保衛戰上,如果你在陣營裡找不到那個會被波動擊潰的人,那麼,你就是那個會被擊潰的人。 👇 不想讓一輩子的積蓄毀於一旦?現在就訂閱頻道,開啟小鈴鐺,學習用頂級投資人的生存思維,借黃金暗戰東風搭建屬於你的退休財務堡壘!

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