Market Performance - The A-share market has been performing strongly, with the Shanghai Composite Index reaching a high of 3555.22 points before closing at 3510.18 points, resulting in a weekly gain of 1.09% [1] - Over 1000 ETF products have seen cumulative increases, with the median weekly gain for over 1200 products at approximately 1.28%, a significant improvement from the previous week [1] Top Performing ETFs - The Hong Kong Securities ETF (513090) led the weekly gainers with an increase of 12.85%, marking a historical high for the product [2][3] - Several rare earth ETFs also saw substantial weekly gains exceeding 10%, driven by strong performance from major holdings like Northern Rare Earth [5] - Real estate and photovoltaic-related ETFs recorded weekly gains of around 6%, indicating a shift in market focus towards these sectors [5] Sector Trends - The market has shifted focus to sectors such as brokerage, rare earth, and real estate, which have emerged as new hotspots following the index surpassing 3500 points [4] - Financial technology ETFs also performed well, with multiple products achieving gains over 6% and reaching new highs since last year's market rally [3] Underperforming ETFs - The gold stock ETFs experienced declines, with the worst performers showing drops exceeding 2%, despite stable international gold prices [6][8] - Japanese stock index ETFs also faced slight declines, with the Nikkei 225 ETF from E Fund dropping over 2% [8]

眼看关税deadline即将到期，特朗普再次高举关税大棒，避险情绪再度升温，金价止跌站上3300美元， 一改此前颓势。黄 金空翻了？下面来看看最近都有哪些事件催化： 据美国消费者与商业频道(CNBC)报道，当地时间7日，美国总统特朗普签署行政令，延长所谓"对等关税"的暂缓期，将实 施时间从7月9日推迟到8月1日。特朗普表示，至少有14个国家的商品，将从8月1日起面临高额的关税。 根据特朗普发布的信件，从日本、韩国、孟加拉国等14国出口到美国的商品，将被征收25%至40%不等的关税。特朗普签 署的文件还提到，美国"或许"会根据与这些国家的关系来考虑调整新的关税水平。 白宫新闻发言人卡罗琳·莱维特7日下午在记者会上说，特朗普计划签署行政令，延长"对等关税"90天暂缓期，将实施时间 从7月9日推迟到8月1日。 从宏观角度看，特朗普政府在关税政策上的不断加码、极限施压等操作为市场带来了极大的不确定性，这种不确定性引发 了市场的避险需求，从而推动了黄金的快速走高。一方面，市场担忧关税的提高会大幅提高美国供应链成本，可能使美国 陷入"滞胀"困局——既要承受经济增速放缓，又要应对物价持续攀升，但由于部分关税被推迟或取消，包 ...

上天天基金APP搜索【777】注册即可 领500元券包，优选黄金基金10元起投！限量发放！ 先到先得！ 数据还显示，今年上半年，全球所有地区的黄金ETF均出现资金流入，其中，在美国上市的黄 金ETF吸引了206.8吨的资金流入，创下了五年来最强劲的上半年表现；在亚洲上市的黄金ETF 则吸收了104.3吨。 "尽管5月和6月的势头有所放缓，但亚洲投资者在今年上半年购买了创纪录数量的黄金ETF，在 仅占全球管理总资产9%的情况下，为全球净流入量贡献了28%的惊人份额。"世界黄金协会称。 Choice数据显示，今年以来截至7月8日，多只境内黄金ETF也获得显著的资金净流入。具体来 看，华安易富黄金ETF份额增长33.33亿份，按照7.17元成交均价计算，获得约238.84亿元资金 净流入；国泰黄金ETF、易方达黄金ETF和博时黄金ETF均获得90亿元以上资金净流入。 作为上半年表现最佳的大类资产之一，黄金不仅价格持续走高，相关ETF也迎来巨量资金流 入。 世界黄金协会最新发布数据显示，今年1月至6月，全球黄金ETF"吸金"380亿美元，创下了自 2020年上半年以来的最大半年资金流入量。 上半年黄金ETF吸金380 ...

规模方面，黄金股票ETF基金近1月规模增长278.28万元，实现显著增长，新增规模位居可比基金2/6。 份额方面，黄金股票ETF基金近1月份额增长200.00万份，实现显著增长，新增份额位居可比基金2/6。 截至7月9日，黄金股票ETF基金近1年净值上涨13.56%。从收益能力看，截至2025年7月9日，黄金股票ETF基金自成立以来，最高单月回报为16.59%，最长 连涨月数为4个月，最长连涨涨幅为31.09%，涨跌月数比为7/5，上涨月份平均收益率为7.06%，历史持有1年盈利概率为100.00%。截至2025年7月9日，黄金 股票ETF基金近3个月超越基准年化收益为16.01%，排名可比基金1/6。 截至2025年7月4日，黄金股票ETF基金近1年夏普比率为1.13，排名可比基金前2/6，同等风险下收益更高。 市场重新聚焦美联储9月降息可能性，成为金价的重要支撑因素。机构指出，尽管短期内非农数据超预期带来一定扰动，但通胀预期回落、经济放缓迹象明 显，市场对9月降息的预期依然强烈。若美联储如期启动降息周期，将为黄金价格提供新的上行动力。目前金价调整更多表现为时间上的拉锯而非深度回 调，复盘2022年10月低 ...

数据显示，截至7月8日，今年以来共有超过700只基金增聘了基金经理。值得关注的是，三人共管甚至四人共管的基金数量也在不断增加。 3、两家公募首次发行QDII产品 在新一批QDII投资额度发放之际，有两家公募相继迎来旗下首只QDII产品的发行。据了解，两只新品均聚焦港股市场，分别锚定消费、科技两大热门赛 道。 二、知名基金经理最新动态 1、尹涛：市场风险偏好正在抬升 天赐良基日报第683期 一、今日基金新闻速览 1、益民基金王睿新任首席信息官 7月9日，益民基金发布公告，王睿于7月8日新任首席信息官。履历显示，王睿2025年3月加入益民基金，担任运作保障部信息技术总监。 2、年内超700只基金增聘基金经理 1、ETF行情复盘 市场全天冲高回落，截至收盘，沪指跌0.13%，深成指跌0.06%，创业板指涨0.16%。沪深两市全天成交额1.51万亿元，较上个交易日放量512亿元。板块方 面，多元金融、文化传媒、医疗服务等板块涨幅居前，而保险、贵金属、船舶制造等板块回调居前。 具体来看，标普油气ETF领涨3.44%，多只创新药相关ETF也有所表现。 | 代码 | 名称 | 相关链接 | 最新价 | 涨跌额 | 涨跌幅 ...

ETF收盘涨跌不一，标普油气ETF(159518)领涨3.44%，标普油气ETF(513350)涨3.29%，创新药ETF国泰 (517110)涨1.98%，黄金股票ETF(159321)领跌2.25%，黄金股ETF(517520)跌2.15%，有色金属ETF基金 (516650)跌2.13%。 ...

Group 1 - The S&P Oil and Gas ETF (159518) led the gains with an increase of 3.22% [1] - The S&P Oil and Gas ETF (513350) also showed a significant rise of 2.97% [1] - The Film and Television ETF (516620) experienced a gain of 1.51% [1] Group 2 - The Gold Stocks ETF (517520) was the biggest loser, declining by 1.82% [1] - The Gold Stocks ETF (159321) fell by 1.65% [1] - The Gold Stocks ETF (159562) decreased by 1.6% [1]

Group 1: Global Gold ETF Market Overview - The World Gold Council's latest report indicates that global gold ETF assets under management surged by $38 billion in the first half of 2025, a 41% increase from the beginning of the year, reaching a total of $383 billion [1] - Total gold holdings increased by 397 tons to 3,616 tons, with average daily trading volume exceeding $329 billion, setting a historical record for the half-year period [1] - North America emerged as the primary source of inflows into gold ETFs, with a net inflow of $21 billion, accounting for 55% of the global increase [1] Group 2: Regional Insights and Influencing Factors - The inflow of funds into North America was primarily driven by expectations of interest rate cuts by the Federal Reserve and credit risks associated with U.S. Treasury bonds [1] - In Asia, the demand for gold allocation was closely linked to geopolitical conflicts in the Middle East and the trend of de-dollarization globally, with net inflows of $11 billion [1] - The Chinese market saw its gold ETF scale surpass 100 billion RMB in Q1 2025, with an annual growth exceeding 90 billion RMB, and several products doubling their shares [1] Group 3: Price Dynamics and Investment Trends - The geopolitical tensions in the Middle East, coupled with an expanding U.S. fiscal deficit and declining real interest rates on U.S. Treasury bonds, significantly enhanced gold's monetary attributes [1] - COMEX gold prices briefly exceeded $3,450 per ounce, with a more than 27% increase in the first half of 2025, driving up the net asset value of gold ETFs [1] - The Federal Reserve's policy shift, including a 100 basis point rate cut expected for the year, historically correlates with an average gold price increase of 22% during such cycles, further stimulating investor demand for gold ETFs [2] Group 4: Central Bank Purchases and Product Performance - From January to May 2025, global central banks net purchased 520 tons of gold, with China, India, and Turkey being the top three buyers [2] - The demand from central banks and ETF inflows created a resonance effect, collectively boosting gold demand [2] - There was a performance divergence between physical gold ETFs and gold stock ETFs, with domestic spot gold price-tracking ETFs achieving over 40% returns in the past year [2] Group 5: Market Volatility and Future Outlook - Despite the surge in gold ETF sizes, analysts caution about short-term volatility risks, as international gold prices fluctuated significantly, reaching a high of $3,500 per ounce before dropping to around $3,281 [3] - Factors influencing gold prices include global economic conditions, monetary policies, and geopolitical events, necessitating dynamic portfolio adjustments by investors [3] - The outlook for the second half of the year suggests that the Middle East situation will remain a key driver for short-term gold prices, while U.S. Treasury credit issues and ongoing central bank purchases will provide medium-term support [3]

7月7日，伦敦金、COMEX黄金期货价格突然跳水，截至16:26，现货黄金失守3310美元大 关，盘中一度跌超1%，随后探底回升。 | < W | | | COMEX .. | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | GC.CMX | | | | | | 3315.1 | | 昨结 | 3342.9 | 开盘 | | 3344.5 | | | -27.8 | -0.83% | 总手 | 5.27万 | 现手 | | 1 | | | 最高价 | 3352.9 | 持 仓 | | O | 外 雷 | 2.4万 | | | 最低价 | 3309.6 | 壇 仓 | -31.2万 | | 内 盘 | 2.9万 | | | 4784 | 五日 | 日K | 周K | 月K | 明る | 0 | | | 叠加 | | | | | 盘口 | | | | 3376.2 | | | | 1.00% | | | | | | | | | | 室1 3315.2 | 4 | | | | | | | | ਜੀ 3315.0 | 7 | | | ...

Group 1 - The China Securities Index for the gold industry (931238) has decreased by 1.03% as of July 7, 2025, with mixed performance among constituent stocks [1] - The top-performing stocks include Chao Hong Ji (002345) with a rise of 5.67%, Zhuye Group (600961) up by 3.34%, and Mankalon (300945) increasing by 3.01% [1] - The latest price for the gold stock ETF fund (159322) is 1.21 yuan [1] Group 2 - As of July 4, the gold stock ETF fund has seen a net value increase of 22.83% over the past year [2] - The U.S. House of Representatives passed the "Big and Beautiful" tax and spending bill, which is projected to incur over $4.5 trillion in spending costs over the next decade [2] - The mismatch between current economic growth and future bond issuance is expected to continue impacting the dollar, leading to sustained valuation for gold as a "traditional currency" [2] Group 3 - The gold stock ETF fund closely tracks the China Securities Index for the gold industry, which selects 50 large-cap companies involved in gold mining, refining, and sales [4] - As of June 30, 2025, the top ten weighted stocks in the index account for 66.13% of the total index weight [4] Group 4 - The performance of the top ten holdings in the gold stock ETF fund shows varying declines, with Shandong Gold (600547) down by 0.82% and Zijin Mining (02899) down by 2.38% [5] - The largest weight in the ETF is held by Shandong Gold at 8.90%, followed by Zhongjin Gold (600489) at 7.66% [5]