全球最大的黄金ETF持仓量创三年新高 花旗上调金价预期至4000美元

Core Viewpoint - Gold prices have been on the rise since the end of August, with significant increases in both futures and spot prices, leading to a surge in gold-related ETFs and a record high in holdings for the world's largest gold ETF, SPDR [1] Group 1: Gold Price Movement - As of September 30, COMEX gold futures reached a new high of $3,898 per ounce, while spot gold prices surpassed $3,869 per ounce [1] - The market sentiment towards gold is exceptionally strong, contributing to the increase in gold prices [1] Group 2: ETF Performance - Gold-related ETFs have shown strong performance, with the Gold Stock ETF (159562) up 2.21%, the China Gold ETF (518850) up 1.42%, and the Nonferrous Metal ETF Fund (516650) up 3.85% [1] - SPDR's holdings have reached 1,005.72 tons, marking the highest level since August 2022, with significant increases in holdings throughout September [1] Group 3: Citigroup's Price Forecast - Citigroup has raised its three-month price targets for gold and silver to $4,000 and $55 per ounce, respectively, reflecting a substantial upward adjustment for silver [1] - The bank suggests maintaining a bullish outlook in the short term, given the ongoing cyclical and structural tailwinds [1]