Group 1 - The non-ferrous metal sector experienced a comprehensive rebound, with Huayu Mining, Jiangxi Copper, and Laofengxiang rising by 7%, 5.5%, and 5.2% respectively, leading to a 5% increase in the gold stock ETF and a 3.19% rise in the non-ferrous metal ETF fund [1] Group 2 - Overnight spot gold briefly fell below $3,900 per ounce, marking a decline of over 11% from its recent peak, the largest pullback in nearly two years, but rebounded to above $3,970 per ounce during the Asian trading session [2] - The market anticipates the Federal Reserve will lower interest rates on Thursday, with expectations for another rate cut in December [2] - The Bank of Korea is considering increasing its gold reserves for the first time since 2013, reflecting a global trend of central banks increasing gold holdings [2] - Despite potential short-term downward pressure on gold prices, factors such as a likely long-term weakening of the dollar, increased global liquidity, ongoing central bank gold purchases, geopolitical risks, and inflation expectations suggest that gold may stabilize after short-term pressures are released [2] Group 3 - Notable products to watch include the low-cost gold and silver-related ETF: Gold Stock ETF (159562), which rose by 5% with a net inflow of 1.2 billion yuan over the past 20 trading days, tracking an index dominated by gold and copper, also including silver-related companies [2] - The balanced allocation of mainstream metals is represented by the Non-Ferrous Metal ETF Fund (516650), which increased by 3.25%, with major stocks including Zijin Mining (copper, gold), Luoyang Molybdenum (copper, molybdenum, cobalt), Northern Rare Earth (rare earth), Huayou Cobalt (cobalt, copper), and China Aluminum (aluminum) [2]
美联储降息在即,金价反弹!费率最低的黄金股ETF飙涨5%,有色金属ETF基金涨3%
Ge Long Hui A P P·2025-10-29 06:05