Bridgewater Withdraws from Gold ETFs Amid Market Correction, Move Seen as Short-Term Tactic Adjustment

๊ฒŒ์‹œ๋จ: Sep 5, 2024 08:30
[Foreign Investment Giant Bridgewater Sells Gold ETFs in Large Numbers; Insiders Say its Operations are More of Short-term Changes in Corporate Tactics and Allocation Needs] After the market's excitement over the anticipation of the Federal Reserve's interest rate cut was oversaturated, it plunged into a "recession expectation." The commodity market experienced an overall correction, dragging down the gold price to a significant adjustment. As the gold price once again fell below the $2,500 mark, the global hedge fund giant Bridgewater (China) has been confirmed to have withdrawn significantly from gold ETFs. However, insiders believe that Bridgewater's operation is more of a short-term change in corporate tactical considerations and allocation needs, rather than an attempt to escape from the peak. The long-term allocation price of gold always exists. (Cailian Press)

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ADP์˜ ๋น„๋‘˜๊ธฐํŒŒ์  ์ž…์žฅ, ์€ ๋ฐ˜๋“ฑ ๊ฒฌ์ธ; ๋น„๋†์—… ๊ณ ์šฉ์ง€ํ‘œ ์•ž๋‘๊ณ  ์‹œ์žฅ ์‹ ์ค‘ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
1์‹œ๊ฐ„ ์ „
ADP์˜ ๋น„๋‘˜๊ธฐํŒŒ์  ์ž…์žฅ, ์€ ๋ฐ˜๋“ฑ ๊ฒฌ์ธ; ๋น„๋†์—… ๊ณ ์šฉ์ง€ํ‘œ ์•ž๋‘๊ณ  ์‹œ์žฅ ์‹ ์ค‘ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
ADP์˜ ๋น„๋‘˜๊ธฐํŒŒ์  ์ž…์žฅ, ์€ ๋ฐ˜๋“ฑ ๊ฒฌ์ธ; ๋น„๋†์—… ๊ณ ์šฉ์ง€ํ‘œ ์•ž๋‘๊ณ  ์‹œ์žฅ ์‹ ์ค‘ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
ADP์˜ ๋น„๋‘˜๊ธฐํŒŒ์  ์ž…์žฅ, ์€ ๋ฐ˜๋“ฑ ๊ฒฌ์ธ; ๋น„๋†์—… ๊ณ ์šฉ์ง€ํ‘œ ์•ž๋‘๊ณ  ์‹œ์žฅ ์‹ ์ค‘ [SMM ์ผ์ผ ๋ฆฌ๋ทฐ]
[SMM ์ผ์ผ ๋ฆฌ๋ทฐ: ๋น„๋‘˜๊ธฐํŒŒ์  ADP, ์€ ๋ฐ˜๋“ฑ ๊ฒฌ์ธโ€ฆ ๋น„๋†์—… ๊ณ ์šฉ ์ง€ํ‘œ ์•ž๋‘๊ณ  ์‹œ์žฅ ์‹ ์ค‘] SMM 9์›” 3์ผ: ADP ๋ฐ์ดํ„ฐ๊ฐ€ ์˜ˆ์ƒ์น˜๋ฅผ ๋ฐ‘๋Œ๊ณ  ์—”ํ™” ๊ฐ•์„ธ๋กœ ๋‹ฌ๋Ÿฌ๊ฐ€ ์••๋ฐ•์„ ๋ฐ›์œผ๋ฉด์„œ ์€ ๊ฐ€๊ฒฉ์ด ์†Œํญ ๋ฐ˜๋“ฑํ–ˆ๋‹ค. ๋‹ค๋งŒ 9์›” ๊ธˆ๋ฆฌ ์ธ์ƒ ๊ธฐ๋Œ€๊ฐ์ด ์—ฌ์ „ํ•œ ๊ฐ€์šด๋ฐ ๋ฐ˜๋“ฑ ํญ์€ ์ œํ•œ์ ์ด์—ˆ๋‹ค. ํ˜„๋ฌผ ์‹œ์žฅ ๊ฑฐ๋ž˜๋Š” ํ•œ์‚ฐํ–ˆ๊ณ  ์†Œํญ ํ• ์ธ ์ƒํƒœ๋ฅผ ์œ ์ง€ํ–ˆ์œผ๋ฉฐ, ๊ธˆ์š”์ผ ๋น„๋†์—… ๊ณ ์šฉ ์ง€ํ‘œ์— ์‹œ์žฅ์˜ ๊ด€์‹ฌ์ด ์ง‘์ค‘๋˜๊ณ  ์žˆ๋‹ค.
1์‹œ๊ฐ„ ์ „
์—ฐ์ค€ ์œŒ๋ฆฌ์—„์Šค, ๋น„๋‘˜๊ธฐํŒŒ์  ๋ฐœ์–ธ์œผ๋กœ ๊ฒฝ์ œ ๋ถˆํ™•์‹ค์„ฑ ์† ๊ท€๊ธˆ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๊ฒฌ์ธ
2์‹œ๊ฐ„ ์ „
์—ฐ์ค€ ์œŒ๋ฆฌ์—„์Šค, ๋น„๋‘˜๊ธฐํŒŒ์  ๋ฐœ์–ธ์œผ๋กœ ๊ฒฝ์ œ ๋ถˆํ™•์‹ค์„ฑ ์† ๊ท€๊ธˆ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๊ฒฌ์ธ
๋” ๋ณด๊ธฐ
์—ฐ์ค€ ์œŒ๋ฆฌ์—„์Šค, ๋น„๋‘˜๊ธฐํŒŒ์  ๋ฐœ์–ธ์œผ๋กœ ๊ฒฝ์ œ ๋ถˆํ™•์‹ค์„ฑ ์† ๊ท€๊ธˆ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๊ฒฌ์ธ
์—ฐ์ค€ ์œŒ๋ฆฌ์—„์Šค, ๋น„๋‘˜๊ธฐํŒŒ์  ๋ฐœ์–ธ์œผ๋กœ ๊ฒฝ์ œ ๋ถˆํ™•์‹ค์„ฑ ์† ๊ท€๊ธˆ์† ๊ฐ€๊ฒฉ ์ƒ์Šน ๊ฒฌ์ธ
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค] ๋‰ด์š• ์—ฐ์€ ์ด์žฌ ์œŒ๋ฆฌ์—„์Šค๋Š” ์ธํ”Œ๋ ˆ์ด์…˜ ์ถ”์„ธ๊ฐ€ ์™„๋งŒํ•˜๊ฒŒ ๋‘”ํ™”๋˜๊ณ  ์žˆ์œผ๋ฉฐ ํ˜„์žฌ ๊ธˆ๋ฆฌ ์ˆ˜์ค€์ด ์ ์ ˆํ•˜๋‹ค๊ณ  ๋ฐํ˜€ ๋น„๋‘˜๊ธฐํŒŒ์  ์ž…์žฅ์„ ๋“œ๋Ÿฌ๋ƒˆ๋‹ค. ์—ฐ์ค€์˜ ๋ฒ ์ด์ง€๋ถ ๋˜ํ•œ ๊ฒฝ์ œ ์ „๋ง์ด ๋Œ€์ฒด๋กœ ๊ธ์ •์ ์ด์ง€๋งŒ ๋ถˆํ™•์‹ค์„ฑ์ด ์ปค์ง€๊ณ  ์žˆ๋‹ค๊ณ  ์–ธ๊ธ‰ํ–ˆ๋‹ค. ๋‘ ์š”์ธ์ด ํ•จ๊ป˜ ๊ธˆ๋ฆฌ ์ธ์ƒ ๊ธฐ๋Œ€๋ฅผ ๋‚ฎ์ถ”๋ฉฐ ๊ท€๊ธˆ์†์— ์ง€์ง€๋ ฅ์„ ์ œ๊ณตํ–ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ ADP ๊ณ ์šฉ์ง€ํ‘œ ๋ถ€์ง„, ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ธฐ๋Œ€ ์† ๊ท€๊ธˆ์† ๋ฐ ์œ„ํ—˜์ž์‚ฐ ์ƒ์Šน
2์‹œ๊ฐ„ ์ „
๋ฏธ๊ตญ ADP ๊ณ ์šฉ์ง€ํ‘œ ๋ถ€์ง„, ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ธฐ๋Œ€ ์† ๊ท€๊ธˆ์† ๋ฐ ์œ„ํ—˜์ž์‚ฐ ์ƒ์Šน
๋” ๋ณด๊ธฐ
๋ฏธ๊ตญ ADP ๊ณ ์šฉ์ง€ํ‘œ ๋ถ€์ง„, ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ธฐ๋Œ€ ์† ๊ท€๊ธˆ์† ๋ฐ ์œ„ํ—˜์ž์‚ฐ ์ƒ์Šน
๋ฏธ๊ตญ ADP ๊ณ ์šฉ์ง€ํ‘œ ๋ถ€์ง„, ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ธฐ๋Œ€ ์† ๊ท€๊ธˆ์† ๋ฐ ์œ„ํ—˜์ž์‚ฐ ์ƒ์Šน
[SMM ๊ท€๊ธˆ์† ์ต์Šคํ”„๋ ˆ์Šค] ๋ฏธ๊ตญ 8์›” ADP ๊ณ ์šฉ์€ ์‹œ์žฅ ์˜ˆ์ƒ์น˜๋ฅผ ๋ฐ‘๋„๋Š” 3๋งŒ 8์ฒœ ๋ช… ์ฆ๊ฐ€์— ๊ทธ์ณค๋‹ค. ๊ณ ์šฉ ์ง€ํ‘œ ๋ถ€์ง„์œผ๋กœ ์—ฐ์ค€ ๊ธˆ๋ฆฌ ์ธํ•˜ ๊ธฐ๋Œ€์™€ ๋‹ฌ๋Ÿฌ ์•ฝ์„ธ๊ฐ€ ๊ฐ•ํ™”๋˜๋ฉฐ ๊ท€๊ธˆ์†๊ณผ ์œ„ํ—˜์ž์‚ฐ์— ์šฐํ˜ธ์ ์œผ๋กœ ์ž‘์šฉํ–ˆ๋‹ค.
2์‹œ๊ฐ„ ์ „
[Foreign Investment Giant Bridgewater Sells Gold ETFs in Large Numbers - Shanghai Metals Market (SMM)