世界黄金协会：避险需求驱动 8月全球实物黄金ETF流入55亿美元

Group 1 - The World Gold Council reported that global physical gold ETF inflows reached $5.5 billion in August, marking the third consecutive month of inflows and a year-to-date total of approximately $47 billion, the second highest on record, only behind the peak in 2020 [1] - North America and Europe were the dominant regions for ETF inflows, with North America seeing inflows of about $4.1 billion in August, also marking the third consecutive month of net inflows, and a significant acceleration in inflow momentum [5][1] - European funds recorded inflows of approximately $1.9 billion in August, maintaining a four-month streak of inflows, with the UK market leading in fund inflows, while Switzerland and Germany also experienced notable growth [8][1] Group 2 - The total assets under management (AUM) increased significantly, reaching a new record high at the end of the month, with total holdings growing by 53 tons, the highest level since July 2022, but still 6% lower than the record of 3,929 tons set in November 2020 [3] - In contrast, Asia experienced outflows of approximately $1 million in August, with demand shifting from positive to negative, primarily due to rising risk appetite among investors, as evidenced by the over 10% increase in the CSI 300 index in August [9][10] - The Indian market, however, saw net inflows for the fourth consecutive month, benefiting from a resurgence in safe-haven demand, while other regions experienced mild outflows, with Australia showing slight inflows that did not offset outflows in the South African market [10]