Core Viewpoint - Gold-related ETFs are experiencing significant activity in early trading, with notable increases in their values [1] Group 1 - Gold ETF (518680), Gold ETF Huaxia (518850), and Gold ETF Fund (159937) have all risen by over 2% [1]

4月3日-4日，美股缩水约6.6万亿美元，为史上最大的两日市值蒸发。 4月3日，人民币兑美元汇率迅速跌破7.3；4月9日，离岸人民币兑美元汇率盘中跌至7.4290。4月3日以来，澳元、韩元、越南盾等亚太货币亦跌至数年新 低。 4月7日，延续了前几个交易日跌势后，国际金价跌破3000美元/盎司关口，至三周来最低水平。 "有时候几十年什么都没有发生，有时候几周却发生了几十年的事。"——在美国总统特朗普征收"对等关税"后，这成为全球金融市场巨震最为恰切的注 脚。 这场金融风暴背后的起因是远超市场预期的关税之战。 据新华社报道，当地时间4月2日，特朗普在白宫签署关于所谓"对等关税"的行政令，宣布美国对贸易伙伴加征10%的"最低基准关税"，并对某些贸易伙伴 征收更高关税。 短短几日后，美国与多国的博弈再度加剧。 据新华社报道，国务院关税税则委员会4月9日发布公告称，经国务院批准，自2025年4月10日12时01分起，调整《国务院关税税则委员会关于对原产于美 国的进口商品加征关税的公告》规定的加征关税税率，由34%提高至84%。其他事项按照税委会公告2025年第4号文件执行。 4月11日，中国财政部发布公告，称将调整《国 ...

Core Viewpoint - The gold market is experiencing a strong wait-and-see sentiment among investors, with a significant increase in gold recycling as prices reach historical highs [1] Group 1: Market Trends - International spot gold prices have surpassed $3200 per ounce, setting a new historical record [1] - Gold futures and spot prices in RMB have surged, leading to retail gold jewelry prices exceeding 1000 RMB per gram [1] Group 2: Consumer Behavior - Retail stores in Shenzhen are seeing high foot traffic, with many consumers inquiring about gold purchases [1] - Despite the high consumer interest, businesses report that actual sales are challenging due to prevalent hesitation and cautious sentiment among buyers [1] Group 3: Recycling Activity - Gold recycling businesses are experiencing a substantial increase in transaction volume, indicating a shift in consumer behavior towards selling gold rather than buying [1]