黄金股票ETF基金大涨超9% 平安基金：黄金股补涨空间仍充足

Core Viewpoint - The article highlights the positive trend in gold prices and the increasing gold reserves held by the People's Bank of China, indicating a favorable outlook for gold stocks and potential investment opportunities in the sector [1]. Group 1: Gold Market Performance - On October 8, COMEX gold futures rose by 0.79%, closing at $4007.9 per ounce [1]. - As of October 9, the gold stock ETF (159322) experienced a gain of 9.32% [1]. Group 2: China's Gold Reserves - As of the end of September, China's gold reserves stood at 74.06 million ounces (approximately 2303.523 tons), with a month-on-month increase of 40,000 ounces (about 1.24 tons), marking the 11th consecutive month of gold accumulation [1]. Group 3: Investment Insights - Fund manager Li Yan noted a strong positive correlation between gold stocks and gold trends, suggesting that gold stocks may have a significant rebound opportunity following the holiday market closure [1]. - The market currently favors sectors with sustained performance and optimistic profit narratives, with gold-weighted stocks expected to see a notable increase in profit growth from 2024 to 2025 [1]. - Attention should be paid to potential volatility in gold stocks around the disclosure of Q3 reports, as the gold stock index has shown signs of a breakout following a period of consolidation [1].