ETF日报：黄金今日维持强势，金价又创新高，逼近4,500美元/盎司，关注黄金基金ETF

Market Overview - The market experienced a pullback after a brief rally, with the three major indices turning negative at one point, while the ChiNext index rose over 1% during the day [1][9] - The total trading volume in the Shanghai and Shenzhen markets reached 1.9 trillion yuan, an increase of 37.9 billion yuan compared to the previous trading day [1][9] - By the end of the trading session, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component Index by 0.27%, the ChiNext Index by 0.41%, and the CSI A500 Index by 0.22% [1][9] Sector Performance - The new energy, lithium battery, and precious metals sectors showed strong performance, while semiconductor stocks were also active [1][9] - The lithium battery sector resumed its upward trend, with the New Energy Vehicle ETF rising by 2.06%, the ChiNext New Energy ETF by 1.77%, and the Carbon Neutrality 50 ETF by 1.34% [6][15] Economic Outlook - As the year-end approaches, the A-share market is expected to close in the green for the second consecutive year, despite recent market fluctuations following a significant upward trend [1][9] - The macroeconomic fundamentals indicate that while there are uncertainties from abroad, trade resilience has exceeded market expectations, and overseas revenue for listed companies is steadily increasing [1][9] - The overall liquidity remains ample, and domestic macro and industrial policies are positively framed, suggesting a favorable market outlook for the coming year [1][9] Investment Recommendations - Investors are advised to focus on broad-based products like the CSI A500 ETF (159338) that bundle leading companies across various sectors, and consider a "barbell" strategy combining technology and dividend stocks as a satellite strategy [1][9] - For those interested in lithium battery demand and solid-state battery breakthroughs, the New Energy Vehicle ETF (159806) is recommended, which covers the entire lithium battery supply chain with over 65% solid-state battery content [18] - Investors looking for comprehensive exposure to lithium, energy storage, solar, and wind power can consider the ChiNext New Energy ETF (159387) and the Carbon Neutrality 50 ETF (159861) for balanced renewable energy investments [18] Gold Market Insights - Gold prices remain strong, nearing $4,500 per ounce, supported by factors such as loose liquidity, geopolitical tensions, and a trend towards de-dollarization [3][12] - Recent U.S. CPI data showed inflation declining more than expected, which may influence future interest rate cuts and support precious metal prices [3][12] - Global central banks continue to be strong buyers of gold, with China's gold reserves increasing for the 13th consecutive month, indicating robust demand [5][14]