Group 1 - The core viewpoint is that the non-ferrous metal industry is experiencing opportunities during the interest rate cut cycle, particularly in the gold sector, which is expected to rise due to Federal Reserve rate cut expectations, risk aversion, and central bank purchases [1] - The Federal Reserve is expected to continue cutting rates by 50 basis points within the year, alongside soft U.S. economic data and geopolitical risks, which will further highlight gold's monetary and safe-haven attributes [1] - The gold stock ETF (517400) tracks the SSH Gold Stock Index (931238), which selects listed companies involved in gold mining, smelting, and sales to reflect the overall performance of the gold industry-related securities [1] Group 2 - The index constituents cover the entire gold industry chain, exhibiting high industry concentration and certain volatility, thereby reflecting the market value and performance of gold-related companies [1]
黄金股票ETF(517400)涨超2%,市场关注避险需求与降息预期
Sou Hu Cai Jing·2025-10-27 02:04