华尔街“黄金空头”罕见空翻多,深市最大上海金ETF(159830)涨超0.2%,连续两日获资金净流入
2 1 Shi Ji Jing Ji Bao Dao·2025-08-06 02:26

Core Viewpoint - The recent trends in gold prices and related ETFs indicate a shift in market sentiment towards gold as a safe-haven asset, driven by expectations of interest rate cuts by the Federal Reserve and a weakening U.S. economy [3][4]. Group 1: Gold Market Trends - On August 5, COMEX gold futures rose by 0.25%, closing at $3435 per ounce [1]. - The Shanghai Gold ETF (159830) saw a slight increase of 0.23% as of August 6 [2]. - The Shanghai Gold ETF (159830) has a current size of 1.467 billion yuan and has experienced a net inflow of 6.99 million yuan over the past two days [3]. Group 2: Institutional Sentiment - Citigroup, known for its bearish stance on gold, has revised its three-month price forecast from $3300 to $3500 per ounce, indicating a shift in institutional sentiment towards gold [3]. - The expected trading price range for gold has also been adjusted from $3100-$3500 to $3300-$3600 per ounce [3]. Group 3: Economic Indicators - The U.S. second-quarter GDP data shows a slowdown in domestic demand, suggesting a weakening economy, which supports the case for potential interest rate cuts [4]. - The unexpected decline in the U.S. job market has increased expectations for a rate cut in September, further bolstering gold prices [4]. - The resignation of Federal Reserve Governor Quarles raises concerns about the independence of the Fed, which may also contribute to upward pressure on gold prices [4].