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全球黄金ETF持仓量出现三年来最快增长,为金价上涨注入新动力

Group 1 - The World Gold Council reported that global gold ETF holdings have increased at the fastest pace in three years, reaching a total of 3,779.4 tons, the highest since August 2022 [1] - In the first and second quarters of this year, net inflows into gold ETFs were 226.6 tons and 170.5 tons respectively, significantly surpassing the same periods last year, contributing to the rise in gold prices [1] - The leading gold ETF in terms of inflow this year is the SPDR Gold Shares in the U.S., with a demand increase of 122.1 tons and a total holding of approximately 994.4 tons [1] Group 2 - The Huazhong Yifu Gold ETF from China also saw significant inflows, with a demand increase of 28.2 tons and a total holding of about 74.7 tons [1] - Short-term outlook suggests that after potential interest rate cuts by the Federal Reserve, gold prices may face technical corrections and profit-taking pressures, with key trading ranges identified between $3,750 and $3,850 [1] - Long-term trends indicate that central banks globally are continuing to increase their gold holdings, driven by geopolitical uncertainties and inflation concerns, which are expected to support strong gold prices [1] Group 3 - Funi Futures believes that gold prices will remain strong and volatile, driven by both the Federal Reserve's potential interest rate cuts and ongoing risk events that sustain safe-haven demand [3] - Recent comments from Federal Reserve Chairman Jerome Powell have opened up further possibilities for interest rate cuts, contributing to the prevailing strong sentiment towards gold [3] - The combination of increasing internal divisions within the Federal Reserve and persistent geopolitical conflicts is likely to keep safe-haven demand for gold elevated [3]