Core Viewpoint - The price of gold is experiencing fluctuations and is expected to strengthen due to ongoing geopolitical conflicts and various macroeconomic events [1] Group 1: Geopolitical and Economic Factors - Geopolitical risks, particularly from regions like Iran, and the strong trading sentiment in the precious metals sector are likely to be beneficial for gold prices [1] - Recent data shows that initial jobless claims are lower than expected, and the Federal Reserve's hawkish stance may delay interest rate cuts [1] - Previous increases in margin requirements by exchanges have contributed to short-term volatility, which may have already been priced in [1] Group 2: Market Trends and Investment Opportunities - Global holdings in major gold products have shifted from a decrease to an increase, potentially providing support for gold prices [1] - In the medium to long term, the central tendency of gold prices is expected to rise, suggesting that investors may consider participating in future pullbacks and gradually accumulating positions [1] - Direct investment in physical gold and tax-exempt gold ETFs (518800), as well as gold stock ETFs covering the entire industry chain (517400), are recommended for investors [1]
黄金股票ETF(517400)涨超2%,贵金属板块获多因素支撑
Mei Ri Jing Ji Xin Wen·2026-01-20 06:26