Core Insights - Gold prices have reached a new historical high after a brief pullback, with gold ETFs like Huaxia rising by 2.44% and gold stock ETFs increasing by 1.8%, expanding the year-to-date gain to 89% [1][3] Market Performance - Spot gold surged by 2% on Monday, marking the sixth consecutive day of reaching intraday historical highs [3] - The Huaxia Gold ETF (518850) has seen a net inflow of 2.2 billion yuan over the past 20 days, reflecting strong investor interest [6] - The Gold Stock ETF (159562) has also attracted 1.558 billion yuan in net inflows over the same period [6] Economic Context - The U.S. federal government shutdown has entered its 20th day, causing delays in the release of key economic data [4] - Traders are anticipating a 99% probability of a Federal Reserve interest rate cut next week, with another cut expected in December [5] Company Performance - Zijin Mining (601899) reported a net profit attributable to shareholders of 14.57 billion yuan in Q3, a year-on-year increase of 57.1% and a quarter-on-quarter increase of 11.0%, driven by rising gold prices and volumes [5] Investment Perspective - Ray Dalio, founder of Bridgewater Associates, views gold as a fundamental and stable investment, suggesting it should be considered from a strategic allocation perspective rather than a speculative one [5]
回调1日的黄金又创新高,20连“吸金”的黄金ETF华夏涨超2%,黄金股ETF涨1.8%,年内涨89%!达利欧:黄金是最稳固的投资