ETF Daily Report (Aug 31) | Waller's Hawkish Remarks Trigger Sudden Shift in Policy Expectations; Precious Metals Under Pressure and Retreat; Real Estate Sector Opens Higher but Closes Lower
Hong Kong stocks opened lower but rallied during the day, with the three major indices recovering in late trading; the Hang Seng Tech Index performed the best. With bullish catalysts fully priced in and market sentiment released in a concentrated manner, real estate ETFs opened higher but trended lower. Hawkish comments from Wall triggered a sudden shift in policy expectations, leading to a broad decline in gold ETFs.
The gold sector surged across the board, with gold equity ETFs, gold ETFs, and physical gold ETFs rising collectively.
Buoyed by strengthening international gold prices, gold equity ETFs, gold ETFs, and physical gold ETFs rose in unison. Huaan Gold Equity ETF (159321) led the gains with a 5.75% increase, followed by Ping An Gold Equity ETF (159322) up 5.66%, Guotai Gold Equity ETF (517400) up 5.64%, ChinaAMC Gold Equity ETF (159562) up 5.57%, ICBC Credit Suisse Gold Equity ETF (159315) up 5.39%, and Yongying Gold Equity ETF (517520) up 5.22%. Gold ETFs and physical gold ETFs also strengthened simultaneously. Southern Gold ETF (159834)
Gold surpasses $4,300! Gold mining ETFs, gold ETFs, gold ETFs, and Shanghai Gold ETFs rise.
In early Asian trading today, spot gold broke above the $4,300 per ounce mark for the first time since June 18, gaining over $250 this week and rising more than 1% intraday. Overnight, gold prices surged dramatically, climbing over $200 from the session low at one point, and ultimately closing up 4.16% at $4,247.02 per ounce—the largest single-day gain since early February. Among ETFs, Ping An Gold Equity ETF, Huaxia Gold Equity ETF, Huaan Gold Equity ETF, E Fund Gold Equity ETF, and ICBC Gold Equity ETF all rose more than 3%; Tianhong Gold ETF, Cathay Gold ETF, and Harvest Gold ETF also advanced.
RYOEX: Gold price pullback presents a high-quality entry opportunity.
Recently, international gold prices have continued to weaken, erasing all gains for the year 2026. Market risk aversion and shifting interest rate expectations have jointly driven this price movement. RYOEX is closely monitoring this wave of gold price corrections, combining institutional perspectives with fundamental market analysis to interpret the subsequent investment value of gold. RYOEX believes that this decline in gold prices does not represent a trend reversal but rather a temporary pullback, which has instead opened up an excellent entry window for investors. The long-term core supporting logic for gold remains unchanged. Barclays has also provided a similar assessment, noting that after this adjustment, gold prices now present a favorable positioning value. Non-interest-bearing gold assets hold considerable long-term
一图看懂 | 战争推高油价,为何没推高金价?
Why isn't the saying 'When the cannons roar, gold flows' working this time? Why is gold falling? Latest analysis from institutions.
Since the conflict between the United States and Iran, this statement seems to have become ineffective.