易方达黄金ETF布局贵金属跨年行情

Group 1 - The A-share precious metals sector showed strong performance, with the precious metals index rising by 2.6%, particularly driven by the gold sub-sector [1] - Internationally, the London spot gold price reached a three-month high of $4,320 per ounce during Asian trading hours, with silver prices also increasing [1] - The strong performance of the sector is supported by multiple macro factors, including expectations of the Federal Reserve starting a rate cut cycle in the first half of 2026 and a continued weak dollar index, which provides upward momentum for gold priced in dollars [1] Group 2 - The E Fund Gold ETF continued its strong performance with an intraday increase of 0.85%, reflecting sustained market demand for safe-haven assets; it has accumulated a 27.31% increase over the past six months and a year-to-date return of 60.54%, leading among commodity ETFs [2] - The ETF has seen a net inflow of 180 million yuan over the last ten trading days, with its latest scale growing to 35.56 billion yuan and a year-to-date net inflow of 12.754 billion yuan, indicating strong long-term allocation intentions [2] - The fund closely tracks the Shanghai Gold Exchange Au99.99 spot contract, directly linked to high-purity physical gold prices, and benefits from global central bank gold purchases, rising Fed rate cut expectations, and geopolitical risk premiums, reinforcing gold's position as a key asset for inflation hedging and risk avoidance [2]