Group 1 - The gold stock sector is experiencing a rebound, with the gold stock ETF (517400) turning positive and seeing a net inflow of over 1.3 billion yuan in the past 20 days [1] - After 2022, in the context of de-globalization, central banks and financial institutions are reallocating assets, with a sustained increase in gold allocation becoming a cornerstone for the long-term rise in gold prices [1] - If the proportion of investable gold exceeds the peak of 3.6% in 2011, reaching 4.3-4.8% between 2026-2028, gold prices could rise to $5400-6800 per ounce [1] Group 2 - The long-term price center of gold is expected to rise, and investors may consider participating in subsequent pullbacks and gradually accumulating positions [1] - Direct investment in physical gold and tax-exempt gold fund ETFs (518800) are recommended, along with gold stock ETFs (517400) that cover the entire gold industry chain [1]
黄金股板块反攻，黄金股票ETF（517400）翻红，近20日净流入超13亿元
Mei Ri Jing Ji Xin Wen·2026-02-06 05:13