CICC: It is recommended to continue to overweight gold.

According to a research report by CICC, as global liquidity becomes more accommodative and the upward pressure on real interest rates and the dollar lessens, gold may regain dual support from liquidity and diversification in the monetary system. CICC believes that the gold bull market has not yet ended, and that the window for reallocation after the recent adjustment has opened, recommending continued overweighting in gold.