2026年金价看涨预期拉满！全市场规模最大的黄金股ETF(517520)午后涨超2%

Core Viewpoint - The gold industry is experiencing a strong upward trend, with significant increases in stock prices and ETFs, driven by macroeconomic factors and rising demand for gold as a safe-haven asset [1][2][3]. Group 1: Market Performance - The CSI Gold Industry Stock Index (931238) rose by 2.07%, with notable gains from stocks such as Xiaocheng Technology (300139) up over 15% and Jiangxi Copper (600362) increasing by 5.64% [1][2]. - The Gold Stock ETF (517520) also saw an increase of over 2%, with a cumulative rise of 2.42% over the past week [1][2]. Group 2: Future Outlook - The World Gold Council's 2026 outlook report indicates that gold had an extraordinary year in 2025, achieving over 60% returns and setting more than 50 historical highs. It suggests that gold prices may continue to surprise in 2026, especially if economic growth slows and interest rates decline [2]. - The Council anticipates that geopolitical risks and increased demand for safe-haven assets could lead to gold prices rising by 15% to 30% from current levels [2]. Group 3: Investment Strategy - Analysts suggest that the macroeconomic environment remains favorable for gold, with no mid-term bearish factors currently in sight, indicating a strong potential for gold prices to continue their upward trend [3]. - The Gold Stock ETF (517520) is highlighted as a more elastic investment option during periods of rising gold prices, providing better liquidity and exposure to the gold industry [3].