贵金属涨势如虹，关注黄金基金ETF（518800）、黄金股票ETF（517400）

Group 1 - Precious metals are experiencing a significant surge in prices, driven by geopolitical risks, ongoing global supply shortages, and strong investment demand, with gold prices surpassing $4500 per ounce for the first time in history [1] - The recent strength in gold prices is attributed to expectations of interest rate cuts in December, higher-than-expected unemployment rates, and lower-than-expected CPI, which have increased the likelihood of rate cuts in January [1] - Central banks' continued large-scale purchases of gold provide a solid foundation for the current bull market, with global gold ETF holdings increasing every month this year, except for May, and the largest gold ETF (SPDR Gold Trust) seeing its holdings grow by over 20% this year [1] Group 2 - The silver LOF (Listed Open-Ended Fund) has seen a surge, with a price increase leading to a premium close to 70%, attracting market attention for arbitrage opportunities [2] - Investors can take advantage of the price difference between the LOF's market price and its net asset value by purchasing at net value and selling at the higher market price, although this strategy carries inherent risks [2] - The high premium and price increase have led to a spillover effect, causing multiple commodity LOF products to hit their price limits, indicating strong market interest [2]