金银ETF持仓突然大增

Group 1 - The largest gold ETF, SPDR Gold Trust, increased its holdings by 12.02 tons to 1064.56 tons, marking the highest level since June 2022 and the largest single-day increase since October 17, indicating strong central bank gold purchasing demand and inflow of safe-haven funds [1] - The largest silver ETF, iShares Silver Trust, added over 533 tons in a single day, the largest increase in nearly two years, bringing total holdings to 16599.25 tons, reflecting strong buying sentiment [1] Group 2 - Current U.S. economic performance and employment market show structural divergence, but overall recession risk remains low; the Federal Reserve's cautious stance on inflation targets may lead to increased market expectations for monetary easing, influenced by geopolitical risks and trade tensions, potentially supporting long-term gold price increases [3] - Short-term market may adjust to a new balance of low supply and low growth in the U.S. employment market, which could suppress gold price upward momentum; further attention is needed on U.S. economic data and Federal Reserve officials' statements to gauge market sentiment [3]