金价突破4350美元！黄金基金ETF（518800）10日吸金超36亿元

Core Viewpoint - The price of gold has surged to historical highs due to multiple factors including tariff impacts, U.S. government shutdowns, and Federal Reserve interest rate cuts [1] Group 1: Gold Price Movement - As of October 17, the London spot gold price surpassed $4,350 per ounce, marking an increase of over 65% year-to-date [2] - Gold ETFs have seen significant inflows, with over 2.8 billion yuan net inflow for five consecutive days and over 3.6 billion yuan in the last ten days, bringing the current scale to over 25 billion yuan [2] Group 2: Economic Context - The rise in gold prices reflects a weakening of the dollar's credibility, indicating a shift where gold is becoming more independent from the dollar system [3] - The structural weakening of the U.S. dollar credit system is the most severe since the collapse of the Bretton Woods system, with increasing concerns over the sustainability of U.S. debt [4] Group 3: Future Outlook - Major financial institutions like Goldman Sachs and Bank of America project gold prices could reach $4,900 and $5,000 per ounce, respectively [5] - The ongoing accumulation of gold reserves by central banks is expected to reinforce the trend of gold as a hedge against currency depreciation [4]