特朗普喊话“大幅降息”引爆市场！黄金ETF连续10日吸金超1.5亿

Group 1 - The core viewpoint of the articles revolves around President Trump's expectation of a significant interest rate cut by the Federal Reserve, which has triggered market volatility and increased interest in gold assets [1][3][5] - Gold stock ETF (517400) has seen a net inflow of funds for five consecutive days, accumulating over 150 million yuan in the last ten days, highlighting its status as a prominent safe-haven asset in a turbulent market [3] - The political dynamics surrounding the Federal Reserve's independence are under scrutiny, as Trump appoints allies to reshape the institution, raising questions about its credibility and the impact on global capital flows [3] Group 2 - Historical data indicates that periods of Federal Reserve interest rate cuts are often accompanied by bull markets in gold, suggesting a potential correlation between Trump's comments and increased market enthusiasm for gold assets [5] - The ongoing trend of de-dollarization is prompting investors to consider both gold fund ETFs (518800) for physical gold exposure and gold stock ETFs to capture growth in gold-related companies [3] - Caution is advised as Trump's verbal commitment to a "significant rate cut" remains unconfirmed, and while gold prices have reached new highs, investors are encouraged to participate moderately rather than making aggressive bets [5]