这个板块爆发，两只ETF涨停

Market Overview - On October 9, the three major A-share indices collectively rose, with the precious metals sector experiencing a significant surge, leading to multiple gold-related ETFs hitting the daily limit and several non-ferrous related ETFs rising over 8% [1][4]. ETF Trading Activity - The total trading volume of ETFs reached 581.12 billion yuan on October 9, an increase of nearly 30 billion yuan compared to September 30 [2][7]. - Four ETFs surpassed a trading volume of 20 billion yuan, with the Huabao Tianyi ETF leading at 24.59 billion yuan [8][9]. Fund Performance - Among stock ETFs, the A500-related ETFs emerged as the main "capital attractor," with significant net inflows observed in battery and gold-related ETFs [3][10]. - Gold stock ETFs have shown remarkable performance, with some doubling in value this year. For instance, the gold stock ETF (159562) has increased by 103.43% year-to-date, with its latest scale reaching 2.409 billion yuan, up from 322 million yuan at the end of last year [4][6]. Sector Insights - The non-ferrous metals sector also performed actively, with three non-ferrous related ETFs among the top ten gainers, each rising over 8% [5]. - UBS Wealth Management's CIO office indicated that the U.S. real interest rates are expected to continue declining, providing structural support for gold. Additionally, CITIC Securities noted that central banks are likely to increase gold holdings to optimize international reserve structures and respond to changes in the international environment [5]. Investment Trends - The recent surge in gold-related ETFs is attributed to favorable conditions such as the U.S. Federal Reserve's policy shift, which has directly driven gold prices up. The Fed's recent rate cut and ongoing global central bank gold purchases are expected to provide long-term support for gold prices [13].