黄金超越欧元成为全球第二大储备资产，黄金ETF（518880）、黄金股票ETF（159321）双双上涨

Group 1 - The current spot gold price has surpassed $3,370 per ounce, attracting market attention, with gold ETFs showing active trading and significant gains [1] - According to the European Central Bank's annual report, gold has replaced the euro as the world's second-largest reserve asset, following the dollar, with gold's share in global reserves reaching 20% in 2024, compared to the euro's 16% [1] - Global central banks have increased gold purchases for three consecutive years, exceeding 1,000 tons annually, which is double the average level of the 2010s, with total gold reserves now at 36,000 tons, nearing historical highs [1] Group 2 - Recent fluctuations in gold prices are attributed to global macro risks, policy dynamics, and funding behaviors, with a recommendation for short-term trading strategies and long-term investment in gold as a hedge against systemic risks [2] - The Federal Reserve's decision to maintain interest rates aligns with expectations, while concerns over tariffs and stagflation risks suggest that rate cuts are unlikely in the short term [2] - The ongoing geopolitical conflicts and the trend of de-dollarization are driving central banks to continue increasing their gold holdings, which is expected to boost gold ETF purchases [2]