Core Viewpoint - COMEX gold futures and London spot gold prices have both surged past $4,360 per ounce, driven by rising market demand for gold as a safe-haven asset amid economic uncertainties and differing views on Federal Reserve interest rate policies [1] Group 1: Market Performance - As of 13:15, the gold ETF Huaxia (518850) increased by 3.53%, while the gold stock ETF (159562) rose by 1.41% [1] - Holdings in silver-related stocks saw a significant increase of over 9%, with companies like Cuihua Jewelry, Chow Tai Fook, and Xiaocheng Technology experiencing notable stock price movements [1] - The non-ferrous metals ETF fund (516650) experienced a slight decline of 0.48% [1] Group 2: Economic Factors - Recent discussions within the Federal Reserve show a divide, with Waller advocating for a cautious and gradual approach to interest rate cuts, while Milan calls for aggressive measures, suggesting a 50 basis point cut to prevent economic weakness [1] - The uncertainty surrounding the U.S. economic outlook and the risk of government shutdown have heightened market risk aversion, reinforcing gold's appeal as a safe-haven asset [1] - According to Guosheng Securities, the dual drivers of risk aversion and expectations for global liquidity easing are likely to support an upward trend in gold prices [1]
美联储降息步伐现分歧,黄金ETF华夏(518850)避险属性凸显,机构看好金价延续上行
Sou Hu Cai Jing·2025-10-17 07:12