资金“扫货”黄金主题ETF，5只产品年内吸金超百亿

Core Viewpoint - International gold prices have surged significantly, breaking the $4000 per ounce mark for the first time on October 8, 2023, and reaching a new high of over $4060 per ounce shortly after, driven by various economic and geopolitical factors [2][7]. Gold Price Predictions - UBS Wealth Management's CIO predicts that gold prices will rise to $4200 per ounce in the coming months, while Goldman Sachs has raised its 2026 year-end forecast to $4900 per ounce, an increase of $600 from previous estimates [2][7]. ETF Market Activity - There has been a notable increase in investment in gold-themed ETFs, with a net inflow of 593 million shares across 20 ETFs from October 9 to October 10, 2023. Year-to-date, these ETFs have seen a total increase of 14.213 billion shares [2][3]. Performance of Gold-themed ETFs - The performance of gold-themed ETFs has been strong, with an average year-to-date increase of over 44%. Some ETFs, such as those tracking "SSH Gold Stocks," have seen returns of up to 94.31% [3][6]. Significant Growth in ETF Sizes - The Huaan Gold ETF has experienced the most significant growth, reaching a size of 70.817 billion yuan, an increase of 42.142 billion yuan from the end of the previous year. Other ETFs, like Bosera and E Fund, have also seen substantial growth [4][5]. New Entrants to the Billion Club - Two additional gold-themed ETFs have joined the "billion club," with the Yongying Gold Stock ETF growing from 1.651 billion yuan to 12.41 billion yuan, and the Guotai Gold Fund ETF surpassing 10 billion yuan, reaching 21.126 billion yuan [5]. Market Sentiment and Economic Factors - The surge in gold prices is attributed to investor confidence in a potential Federal Reserve rate cut, a weakening dollar, and geopolitical uncertainties such as the U.S. government shutdown and the Russia-Ukraine conflict. This reflects a growing demand for defensive assets amid economic uncertainty [7][8].