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金价,再上热搜!
证券时报·2025-03-23 00:28

Core Viewpoint - The article discusses the significant rise in gold prices and the corresponding increase in the shares of commodity gold ETFs, highlighting the strong correlation between gold prices and ETF performance [1][3][8]. Group 1: Gold Price Trends - Gold prices have been on an upward trend, reaching a historical high of $3057.51 per ounce on March 20, 2025, before experiencing a slight pullback [1]. - On March 21, 2025, the London spot gold price fell to a low of $2999.268 per ounce, while COMEX gold futures dropped to $3028.2 per ounce, marking a decrease of 0.51% [1]. Group 2: Commodity Gold ETFs - Several commodity gold ETFs have seen substantial growth in shares this year, with the Huaan Gold ETF (518880.OF) increasing its shares to 5.485 billion, a rise of 635 million shares since the beginning of the year [3]. - The Bosera Gold ETF (159937.OF) also reported a significant increase, surpassing 2 billion shares, with a total growth of over 200 million shares this year [3]. - Other commodity gold ETFs, such as Guotai Gold ETF (518800.OF), Huaxia Gold ETF (518850.OF), and ICBC Gold ETF (518660.OF), have also experienced varying degrees of share growth [3][4]. Group 3: Gold Stock ETFs - In the context of rising gold prices, some gold stock ETFs have shown notable increases in shares, such as the Yongying CSI Hong Kong and Shanghai Gold Industry Stock ETF (517520.OF), which grew from 1.55 billion shares at the end of 2024 to 2.198 billion shares by March 20, 2025, an increase of over 600 million shares [6]. - Conversely, several gold stock ETFs have seen declines in shares, such as the Huaxia CSI Hong Kong and Shanghai Gold Industry Stock ETF (159562.OF), which decreased from 277 million shares at the end of 2024 to 227 million shares by March 20, 2025, a reduction of approximately 50 million shares [7][9]. Group 4: Investment Dynamics - The article notes that commodity gold ETFs are closely linked to gold price movements, with their net asset value and returns directly affected by fluctuations in gold prices [8]. - In contrast, gold stock ETFs exhibit a mixed performance, with some increasing while others decline, indicating a divergence in investor sentiment and market dynamics [8].