Group 1 - Recent cross-border ETFs have shown varying degrees of premium in the secondary market, with several products announcing premium notices last week, covering themes such as US and Japanese stocks [1] - The number and scale of newly issued ETFs have reached record highs in 2025, with 320 new ETFs launched and a total issuance scale of 249.68 billion yuan, significantly surpassing previous years [2] - As of November 14, 276 new actively managed equity funds have been established this year, with a total issuance scale of 141.068 billion yuan, representing a year-on-year increase of 132.25% [3] Group 2 - Notable fund manager Li Dehui plans to invest 1 million yuan in his newly launched fund, Morgan Huiqi Growth Mixed Fund, which opened for subscription on November 17 [4] - The market experienced a weak fluctuation, with the Shanghai Composite Index down 0.46% and the Shenzhen Component Index down 0.11%, while the total trading volume in both markets was 1.91 trillion yuan, a decrease of 47.3 billion yuan from the previous trading day [5] - Rare metal ETFs collectively strengthened, with the highest increase reaching 3.68% [6] Group 3 - The tungsten price has reached a historical high due to supply contraction and an increase in long-term contract prices, with a recent adjustment of 52,000 yuan/ton, boosting market bullish sentiment [9] - A new mixed securities investment fund, China Europe Medical Biology Mixed Fund, has been launched, managed by Zhao Lei, with a performance benchmark based on the CSI Biomedicine Index and other indices [9]

金价盘中跳水，纽约黄金CFD跌近1%。受盘面影响，黄金相关ETF普跌逾2%。 有分析认为，美联储内部分歧加大，12月及后续降息路径仍存在较大不确定性，对黄金可持续性利多推动有限，结合对地缘政治的判断，后市金价可能难摆 脱高位震荡甚至再度偏弱行情。 | 代码 | 类型 名称 | | 现价 | 涨跌 | 涨跌幅 4 | | --- | --- | --- | --- | --- | --- | | 159562 | 王 | 黄金股ETF | 2.071 | -0.068 | -3.18% | | 159321 | 主 | 黄金股票ETF | 1.456 | -0.043 | -2.87% | | 159831 | 商 | 上海金ETF嘉实 T+0 | 8.932 | -0.258 | -2.81% | | 518600 | 商 | 上海金ETF T+0 | 9.222 | -0.265 | -2.79% | | 518680 | 商 | #ETF T+0 | 9.239 | -0.261 | -2.75% | | 518800 | 商 | 黄金基金ETF T+0 | 8.740 | -0.248 | -2.76% ...

| 代码 | 类型 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | --- | | 159830 | 商 | 上海金ETF T+0 | 9.115 | -0.174 | -1.87% | | 159812 | 商 | 黄金基金ETF T+0 | 8.720 | -0.164 | -1.85% | | 518880 | 個 | 黄金ETF T+0 | 8.751 | -0.163 | -1.83% | | 518600 | 南 | 上海金ETF T+0 | 9.125 | -0.169 | -1.82% | | 159937 | 商 | 黄金ETF基金 T+0 | 8.731 | -0.163 | -1.83% | | 159831 | ロ | 上海金ETF嘉实 T+O | 8.835 | -0.164 | -1.82% | | 518800 | 商 | 黄金基金ETF T+0 | 8.643 | -0.160 | -1.82% | | 518680 | 歴 | #ETF T+0 | 9.136 | -0.169 | -1.82% | | 518 ...

8月底以来，金价持续走强。9月30日，COMEX黄金期货价格再破新高，盘中一度触及3898美元，黄金 现货价格突破3869美元。 此外，在金价及银价分别升至每盎司3800及45美元的乐观预测目标后，花旗银行分别上调对金价及银价 三个月目标至每盎司4000及55美元。其中银价目标上调幅度较大，反映其在金价升至每盎司4000美元下 的相对价值上行空间。该行建议在周期性及结构性顺风仍在的情况下，短期维持技术性看涨。 黄金相关ETF纷纷走强，截至发稿，黄金股ETF(159562)涨2.21%，黄金ETF华夏(518850)涨1.42%，有 色金属ETF基金(516650)涨3.85%。 （原标题：全球最大的黄金ETF持仓量创三年新高 花旗上调金价预期至4000美元） 消息面上，据21世纪经济报道，市场对黄金持有的信心空前高涨，全球最大的黄金ETF——SPDR的持 仓量已经达到1005.72吨，持仓规模创2022年8月以来最高。SPDR 9月都在大幅增仓，其中9月19日加仓 18.9吨，9月22日加仓6.01吨，9月26日增仓8.87吨，这让SPDR的持仓突破1000吨，直接达到1005.72 吨。 ...

一、证券市场回顾 南财金融终端数据显示，上周(8月4日-8月8日,下同)，上证综指周内上涨2.11%，收于3635.13点，最高3645.37点；深证成指周内上涨1.25%，收于11128.67 点，最高11229.59点；创业板指周内上涨0.49%，收于2333.96点，最高2372.68点。在全球市场中，主要指数均上涨。纳斯达克综指上涨3.87%，道琼斯工业 指数上涨1.35%，标普500上涨2.43%。亚太地区，恒生指数上涨1.43%，日经225指数上涨2.5%。 上周股票型ETF跌幅最大的5只ETF及其收益率分别为：天弘恒生沪深港创新药精选50ETF(-2.54%)、易方达中证软件服务ETF(-2.41%)、华泰柏瑞中证沪港 深创新药产业ETF(-2.32%)、万家中证软件服务ETF(-2.22%)、银华中证中药ETF(-2.21%)。详情见下表: 二、ETF市场表现 1、股票型ETF整体市场表现 上周股票型ETF周度收益率中位数为1.32%%。其中按照不同分类，规模指数ETF中易方达中证2000ETF周度收益率最高，为4.26%；行业指数ETF中永赢国 证商用卫星通信产业ETF周度收益率最高，为7. ...

Market Overview - Major indices experienced a rebound this week (August 4-8, 2025), with A-shares showing an overall increase, specifically the Shanghai Composite Index rising by 2.11%, Shenzhen Component Index by 1.25%, and ChiNext Index by 0.48% [1] - The Federal Reserve maintained the benchmark interest rate in the range of 4.25% to 4.50%, contributing to a cautious market sentiment [1] - The manufacturing PMI for July remained below the growth line, indicating a decline in demand, while the market showed a preference for conservative investments, with value sectors outperforming growth sectors [1] ETF Performance - Gold-related ETFs saw significant gains, with the Gold Stock ETF (159562) and Gold Stock ETF (517400) rising over 9%, driven by signals of potential interest rate cuts from the Federal Reserve [1] - The average increase for all ETFs in the market was 1.24%, with commodity ETFs performing particularly well, up by 1.77% [1] Fund Trends - There was a substantial net inflow of 10.767 billion yuan into the ETF market during the week, indicating high market activity [4] - Cross-border ETFs continued to perform strongly, with inflows reaching 9.841 billion yuan, while bond ETFs also attracted over 6.5 billion yuan [4][7] Bond ETF Activity - Bond ETFs experienced significant inflows amid rising risk aversion, with specific funds like Silver Hua Daily ETF (511880) and Short-term Bond ETF (511360) each seeing inflows exceeding 1.6 billion yuan [7][8] - The Short-term Bond ETF (511360) achieved a weekly trading volume exceeding 118.18 billion yuan, leading the market [8] Upcoming ETF Listings - Four new ETFs are set to launch next week, including the E Fund CSI A50 Enhanced Strategy ETF (512030), which aims to reflect the performance of the largest 50 companies in various sectors [9] - The Penghua National Robot Industry ETF (159278) will track the National Robot Index, focusing on core segments of the robotics industry [9][10] Industry Insights - The global gold mining companies are expected to see a continued increase in profit per ounce, with a projected tax-pre profit of $1,546 per ounce in 1H25, a 63% increase from 2024 [2] - The implementation of the "High-Quality Development Implementation Plan for the Gold Industry (2025-2027)" is anticipated to further enhance the growth potential of gold companies [2]

1、 中办、国办印发《关于健全资源环境要素市场化配置体系的意见》，深化资源环境要素市场化配 置改革。意见提出，到2027年，碳排放权、用水权交易制度基本完善，排污权交易制度建立健全，节 能市场化机制更加健全，资源环境要素交易市场更加活跃、价格形成机制更加健全，推动资源环境要 素畅通流动、高效配置，充分释放市场潜力，对实现相关资源环境目标的支撑作用有效增强。 2、 记者从中国轻工业联合会了解到，1至4月，规模以上轻工企业实现营业收入7.35万亿元，同比增 长4.9%；实现利润4190.6亿元，同比增长3.8%。在系列扩内需、促消费政策支持下，轻工业经济运行 延续稳中有进态势。 3、 财政部拟第三次续发行2025年超长期特别国债（二期）。本次续发行国债为30年期固定利率附息 债。本次续发行国债竞争性招标面值总额710亿元，不进行甲类成员追加投标。本次续发行国债票面利 率与之前发行的同期国债相同，为1.88%。本次续发行国债的起息日、兑付安排与之前发行的同期国 债相同。 今日导读 4、5月28日，深圳市住房和建设局网站发布《深圳市配售型保障性住房管理办法（征求意见稿）》 《深圳市保障性住房规划建设管理办法（修订征求 ...