01 上周（1月26日—1月30日），黄金股、油气相关ETF涨幅居前，多只黄金股和油气相关ETF涨幅超7%。不过，上周 五（1月30日），黄金股ETF大幅调整，多只黄金股ETF跌停。 02 资金流向方面，上周全市场ETF资金总体呈净流出状态，净流出额为2984.22亿元。黄金、有色相关ETF成为ETF市 场"吸金"主力，投资于上海黄金交易所Au99.99现货合约的ETF合计获资金净流入超200亿元，跟踪SSH黄金股票指 数的相关ETF上周合计获资金净流入75.25亿元；跟踪细分有色、有色金属、有色矿业、工业有色等相关指数的ETF 上周合计获资金净流入170.49亿元。此外，上周还有5.54亿元资金净流入国投白银LOF，在所有LOF中，国投白银 LOF获资金净流入最多。 03 从成交额看，上周跟踪沪深300、中证A500、SGE黄金9999、中证500、中证1000等指数的ETF成交持续活跃，周度 成交额居前。其中，A500ETF易方达（159361）等跟踪中证A500指数的ETF合计成交额超过2200亿元。 今年以来，截至1月30日，黄金股相关ETF涨幅居前。其中，黄金股票ETF（159321）今年以来涨幅已 ...

02 资金流向方面，上周全市场ETF资金总体呈净流出状态，净流出额为2984.22亿元。黄金、有色相关ETF成为ETF市 场"吸金"主力，投资于上海黄金交易所Au99.99现货合约的ETF合计获资金净流入超200亿元，跟踪SSH黄金股票指 数的相关ETF上周合计获资金净流入75.25亿元；跟踪细分有色、有色金属、有色矿业、工业有色等相关指数的ETF 上周合计获资金净流入170.49亿元。此外，上周还有5.54亿元资金净流入国投白银LOF，在所有LOF中，国投白银 LOF获资金净流入最多。 03 从成交额看，上周跟踪沪深300、中证A500、SGE黄金9999、中证500、中证1000等指数的ETF成交持续活跃，周度 成交额居前。其中，A500ETF易方达（159361）等跟踪中证A500指数的ETF合计成交额超过2200亿元。 黄金股相关ETF领涨 上周，541只ETF获得正收益，在全市场ETF中占比超35%。A股ETF中，黄金股、油气相关ETF涨幅居前，黄金股票 ETF（159321）、黄金股ETF工银、油气ETF汇添富等多只黄金股和油气相关ETF涨幅超7%；跨境ETF领涨全市场， 巴西ETF（159100 ...

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index breaking through 3900 points, marking a new high in over a decade [1] - Gold-related ETFs experienced significant gains, with two ETFs rising over 10% and several others in the non-ferrous sector increasing by over 8% [1][2] - The total trading volume of ETFs reached 581.12 billion yuan on October 9, an increase of nearly 30 billion yuan compared to September 30, with four ETFs surpassing 20 billion yuan in trading volume [2][3] Group 2 - The international gold price reached new highs during the National Day holiday, with COMEX gold futures closing at 4007.9 USD per ounce on October 8 [1] - China's gold reserves increased to 74.06 million ounces (approximately 2303.523 tons) by the end of September, marking the 11th consecutive month of gold accumulation [1][3] - The performance of gold-related ETFs has been strong this year, with one ETF increasing by 103.43% year-to-date and its scale growing from 322 million yuan at the end of last year to 2.409 billion yuan [2] Group 3 - UBS Wealth Management's CIO office indicated that the potential for further easing by the Federal Reserve and high inflation could lead to a decline in U.S. real interest rates, providing structural support for gold [2] - Analysts believe that gold is evolving from a traditional safe-haven asset to a core component of global reserve structure rebalancing, with its pricing logic undergoing fundamental changes [4] - The outlook for gold remains optimistic among several investment banks, with expectations of continued market upward movement driven by factors such as Fed rate cuts and emerging sector growth [4]

Group 1 - Minsheng Jianyin Fund announced the appointment of Zhu Yongming as the new deputy general manager on May 26, 2025, with a background in banking and fund management [1] - Ding Hui has been appointed as the new board secretary of Minsheng Jianyin Fund, previously holding positions in auditing and risk management [1] Group 2 - Over 80 funds have issued premium risk alerts since May, primarily affecting ETFs investing in markets such as the US, Saudi Arabia, and Germany [2] - The secondary market prices of these funds are influenced by net asset value changes, market supply and demand, systemic risks, and liquidity risks [2] Group 3 - Credit bond ETFs are set to officially implement general pledge-style repurchase transactions, with several public fund institutions' ETFs meeting the criteria for inclusion in the repurchase collateral pool [3] - The scale of the credit bond ETFs must exceed 2 billion yuan to be eligible for repurchase business [3] Group 4 - Several fund companies have terminated cooperation with Minsheng Fund Sales (Shanghai) Co., Ltd., including Dongwu, Yinhua, and Huatai-PB [4] - This trend of terminating or suspending cooperation with distribution agencies has been observed throughout the year [4] Group 5 - The newly launched Shanghai Stock Exchange Science and Technology Innovation Board Computer Theme Index includes 50 stocks related to software development, IT services, and computer hardware [5] - Multiple computer-themed ETFs have seen significant growth, with some increasing over 23% in the past year [5] Group 6 - Huaan's two Hang Seng Technology ETFs have announced a suspension of large-scale subscriptions to ensure stable fund operations, limiting daily subscription amounts to no more than 10,000 yuan [7]