Funds Rush to Layout Gold Position, Guotai Gold ETF (518800) Sees Net Inflows of Nearly 7 Billion Yuan Over 20 Consecutive Days, Institutions: Gold Still Has Room for Appreciation Among Global Reserve Assets

From a liquidity perspective, Guotai Gold ETF (518800) has experienced continuous net inflows of nearly 7 billion yuan for 20 consecutive days. Institutions believe that gold still has room for growth among global reserve assets.

Guojin Securities points out that in the current global environment, where technological challenges threaten industrial order and regional conflicts challenge globalization, physical assets that have been overlooked during prosperous periods of order will become systemically important. The rise in gold may be causing a tightening of real credit or facing temporary obstacles. Under the background of increasing importance of the oil dollar cycle, gold is under temporary pressure. However, in the medium term, the rebalancing of global reserve assets remains unchanged. Compared to dollar-denominated assets, gold still has room for growth in global reserves. After price fluctuations stabilize, it may be an opportunity for the re-centering of allocation funds.

Looking ahead, the “Federal Reserve rate cut cycle + increasing overseas uncertainties + de-dollarization trend” still support gold prices. Pay attention to related products:

Guotai Gold ETF (518800): A direct tool to grasp gold price trends

Gold Stock ETF (517400): May have higher performance amplification

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