黄金狂飙！站上4200美元大关，黄金ETF基金(159937)开盘涨近1%，冲击4连涨

Core Insights - Gold prices have reached a historic high, with COMEX gold futures rising by 1.48% to $4224.90 per ounce, and spot gold surpassing $4200 for the first time [4] - JPMorgan CEO Jamie Dimon has publicly stated that holding gold is "reasonable," predicting prices could easily rise to $5000-$10000, indicating a shift in institutional sentiment towards gold [4][5] - Hedge fund manager Ken Griffin noted that investors are increasingly viewing gold as a safer asset than the dollar, reflecting a growing concern about the stability of the dollar [4][5] Market Dynamics - The ongoing U.S. government shutdown and record-high global public debt are driving strong demand for safe-haven assets like gold [4][5] - There is a sustained optimism in the market regarding potential interest rate cuts by the Federal Reserve, with nearly 100% expectation for a 25 basis point cut in October [4][5] - Political and economic instability, including a prolonged deadlock between U.S. political parties, is further supporting the upward trend in gold prices [4][5] Technical and Fundamental Analysis - The technical breakout above the $4200 psychological level indicates strong upward momentum for gold prices [5] - Dimon's endorsement of gold marks a significant shift in the traditional financial sector's view, suggesting a broader acceptance of gold as a viable investment [5] - The re-evaluation of gold's monetary attributes, as highlighted by Griffin's comments, suggests a potential decline in confidence in the dollar [5] Investment Opportunities - The recent performance of the Gold ETF (159937) shows a 9.81% increase over the past week, with a trading volume of 1.40 billion yuan and a turnover rate of 0.38% [3][8] - The Gold ETF has seen continuous net inflows over the past eight days, totaling 2.773 billion yuan, indicating strong investor interest [8] - The latest share count for the Gold ETF reached 3.924 billion, marking a three-month high, which reflects growing investor confidence in gold as an asset class [7][8]