财经快讯

国庆节后亚洲最大黄金ETF份额再创新高

日期:2016-10-11
  节后首个交易日,国内规模最大同时也是亚洲规模最大的黄金ETF——华安黄金ETF(518880)开盘后低开高走,成交量突破9亿。WIND数据显示,10月10日华安黄金ETF申购量突破1.3吨,其产品黄金持仓量突破23.2吨,两项指标均创出历史新高。国庆期间,英国强硬脱欧,英镑跳水,德银事件一波三折,但避险情绪并未如6月脱欧公投时那般推动金价上涨,黄金反而暴跌。华安基金认为,近期影响黄金价格走势主要有三方面因素:美元升值、全球流动性边际收紧导致名义利率预期走高、避险情绪释放有限。具体看,美元升值和流动性边际收紧是对黄金走势的主要影响因素。华安基金指数与量化团队认为,现在是加仓黄金的良好时机。首先,美国非农数据不达预期,11月加息可能性降低,12月加息已在市场预期之内,因此黄金基本面没有变化;第二,人民产品汇率跌破6.7,利好人民产品计价的黄金;第三,11月意大利选举以及德意志银行问题挥之不去,极有可能引爆避险情绪。”
 
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