Although conflict de-escalation temporarily boosts risk appetite, Huaxia Gold Stock ETF closes up 7.81%

Ask AI · As geopolitical risk eases, why does gold still have long-term investment value?

On April 8, 2026, gold prices rebounded strongly. Precious metals concept stocks rose more than 7%. Spot gold hit a high of 4,857 USD per ounce. By the close, the Gold ETF Huaxia(518850) rose 2.78%, achieving a three-day winning streak. The Gold Stocks ETF Huaxia(159562) rose 7.81%. Its held stocks collectively surged, including Xiaocheng Technology up 16.83%, China Gold International up 10.81%, and stocks such as Hunan Silver, Hunan Gold, and Sichuan Gold hitting the daily limit in bulk.

In terms of news, on April 8, according to Iranian media, Iranian Islamic Parliament Speaker Kalibaf will lead an Iranian delegation to Islamabad, Pakistan, to hold talks with the United States. The U.S. side will be represented by a delegation led by Vice President Vance. On April 8, Pakistani Prime Minister Shehbaz said on social media that he invited representatives from both Iran and the U.S. to further talks in Islamabad on the 10th, in order to reach a final agreement to resolve all disputes.

Shenwan Hongyuan Futures pointed out that in the short term, although the easing of conflicts may temporarily boost risk appetite and relieve pressure on precious metals, in the medium to long term, the global geopolitical risk core continues to rise. Combined with growing concerns about the sustainability of U.S. fiscal policy and Trump’s frequent interference with the Federal Reserve’s independence, the de-dollarization process will steadily advance. The trend of central banks worldwide increasing their gold holdings remains unchanged, and gold’s long-term upward trend is still firmly in place.

Gold Stocks ETF Huaxia (159562) closely tracks the CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stock Index. The index covers the entire gold industry chain, including gold mining, processing, and sales. Within it, the metals and mining industry accounts for more than 90%, directly benefiting from rising gold prices. Since the cost of gold mine extraction is rigid, an increase in gold prices drives profit growth. Combined with expansions in gold mine company production, the pace of earnings growth far exceeds the rise in gold prices, so gold stocks’ upside sensitivity is significantly higher than that of gold itself. After recent consecutive pullbacks, the value of allocating to gold stocks has become especially prominent.

Gold Stocks ETF Huaxia(159562), off-market connection A: 021074, off-market connection C: 021075

Gold ETF Huaxia(518850), off-market connection A: 008701, off-market connection C: 008702