沸腾了！突破2000亿 3只“翻倍”

Core Insights - The scale of gold-themed ETFs has surpassed 200 billion yuan, with three "doubling funds" emerging as gold prices reach new highs [3][4]. Group 1: Gold Price Trends - As of October 14, international gold prices have continued to rise, with London spot gold reaching $4,140 per ounce and COMEX gold futures hitting $4,160 per ounce, marking historical highs [1][3]. - The long-term outlook for gold prices is supported by factors such as the potential for the Federal Reserve to initiate a rate-cutting cycle, increasing uncertainty in overseas macro policies, and a global trend towards de-dollarization [3][6]. Group 2: ETF Performance and Inflows - Year-to-date, gold-themed ETFs have seen a net inflow of 74.577 billion yuan, bringing the total scale to 203.342 billion yuan, which is an increase of over 180% compared to the end of last year [4]. - Five gold-themed ETFs have entered the "billion club," with Huaan Gold ETF leading with an inflow of 25.516 billion yuan, reaching a total scale of 73.816 billion yuan, a nearly 160% increase from the previous year [4][5]. Group 3: Fund Performance - As of October 13, the average year-to-date net asset value growth rate for gold-themed ETFs is 64.55%, with several funds achieving returns exceeding 95% [4][6]. - Notable "doubling funds" include those managed by Yongying, Huaxia, and Industrial Bank of China, with performance rates above 100% [4][6].