6只黄金主题基金近一年涨幅翻倍

Group 1 - The global gold market reached a milestone on January 20, with London spot gold prices breaking the $4,700 per ounce mark, peaking at $4,737.35 per ounce, while COMEX gold futures rose above $4,742.9 per ounce, both recording daily gains of over 1% and setting new historical highs [1] - The World Gold Council reported that in 2025, global gold prices set historical records 53 times, leading to a surge in gold-related fund products, particularly gold-themed ETFs, which have shown strong capital attraction [1] - Currently, there are 20 gold-themed ETF products in the market, including 14 gold ETFs and 6 gold stock ETFs, indicating a growing and diversified product system [1] Group 2 - The top-performing gold stock ETF managed by Huaxia Fund (159562.SZ) achieved a remarkable 107.94% increase, followed closely by Yongying Fund's gold stock ETF (517520.SH) with a 107.60% rise, while the lowest-performing physical gold ETF still recorded a 62.76% increase [2] - In the past year, these 20 gold-themed ETFs attracted over 130 billion yuan in net inflows, with Huaxia Fund's gold ETF (518880.SH) leading with over 45 billion yuan, pushing its total scale above 100 billion yuan [2] - As of the end of the third quarter of 2025, global gold ETF inflows surged to $89 billion, with total assets under management (AUM) reaching $559 billion, both marking historical highs [2] Group 3 - The strong performance of the gold market is driven by multiple macroeconomic factors, including sustained gold purchases by global central banks, which provide long-term structural support for gold prices [3] - As of December 2025, China's gold reserves stood at 74.15 million ounces, with an increase of 30,000 ounces that month, marking the 14th consecutive month of gold accumulation by the central bank, instilling long-term confidence in the market [3] - Inflation persistence and monetary policy expectations are also contributing to the upward potential of gold prices, with analysts predicting that the Federal Reserve may need to implement more aggressive rate cuts than currently anticipated due to a deteriorating job market and rising unemployment [3]