智通财经APP获悉，易方达黄金矿ETF(02824)今日收涨逾7%，7月初至今累计涨幅已近45%。成份股方面，紫金黄金国际(02259)今日大涨11%，万国黄金集团(03939)、招金矿业(01818)、紫金矿业(02899)等涨幅均高于5%。
消息面上，美国财政部出手缓解长债抛压，宣布将扩大长期国债回购规模，现货黄金单日飙涨逾4%，一度升破4500美元大关，创近三个月新高。此外，全球央行正持续加码黄金资产。中国央行已连续21个月增持黄金，增持力度逐月加大；韩国央行也时隔13年重启购金。
公开资料显示，易方达黄金矿ETF聚焦全球黄金矿业优质赛道，跟踪Solactive全球黄金矿业精选指数，布局中国、美国、加拿大、澳大利亚等核心黄金产区的行业龙头，持仓涵盖紫金矿业、招金矿业、赤峰黄金、纽蒙特(NEM.US)、巴里克黄金(ABX.US)等优质标的。相较于现货黄金，黄金矿企具备刚性成本优势，拥有2-3倍天然经营杠杆，在金价回暖周期中弹性优势突出，是捕捉贵金属修复行情、博取超额收益的优质工具。
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