Group 1 - Gold prices have recently declined, with COMEX gold futures dropping below $3,270 per ounce, and related ETFs experiencing a nearly 2% pullback, despite a net inflow of approximately 800 million yuan over the past three days [1] - JPMorgan forecasts that gold prices could reach $6,000 per ounce by 2029, representing an 80% increase from the current level of around $3,300, driven by U.S. policy changes under President Trump prompting investors to shift from U.S. assets to gold [1] - The analysis indicates that if foreign investors allocate 0.5% of their U.S. assets to the gold market, it could result in an influx of up to $273.6 billion into the gold market over four years, equivalent to 2,500 tons of gold [1] Group 2 - The gold ETF (518800) has seen its share increase by over 120% year-to-date, with its current scale exceeding 20 billion yuan, positioning it among the leaders in its category [1] - Investors without stock accounts can access gold investment opportunities through the gold ETF's linked fund (004253), which offers a more convenient and liquid alternative to purchasing physical gold [1]

没有股票账户的投资者可以通过黄金基金ETF的联接基金（004253）把握黄金的投资机会。 3月31日盘初，现货黄金突破3093美元/盎司，创历史新高。COMEX黄金期货涨约0.3%，报3124.60美 元，也突破3月28日所创历史最高位3124.40美元。 近期多家机构表明了对黄金的看好，美国银行在最新报告中称，黄金期货价格有望在未来两年内涨至每 盎司3500 美元。美银表示，如果黄金的投资需求增加10%，这一新目标便有可能实现，投资需求增长 来源包括各国央行持续买入黄金，以及散户投资者对黄金交易型开放式指数基金（ETF）的持续青睐。 高盛认为，亚洲大型央行可能将在未来3-6年继续快速购金，中国等国的目标黄金储备比例或从目前8% 提高至20-30%。在极端风险情景下，金价可能突破4200美元/盎司，中期价格风险偏向上行。 虽然俄乌 和平协议或股市大跌导致保证金驱动的黄金清算，可能带来短期抛售压力，但这将提供更有吸引力的入 场机会。 每日经济新闻 注：指数/基金短期涨跌幅及历史表现仅供分析参考，不预示未来表现。市场观点随市场环境变化而变 动，不构成任何投资建议或承诺。文中提及指数仅供参考，不构成任何投资建议，也 ...