After a significant rise in the gold stock sector, a correction has occurred, with the Guotai Gold ETF (517400) dropping over 2%. The medium to long-term allocation logic has been strengthened, and the correction may present a layout opportunity

On April 9th, after a significant rise, the gold stock sector experienced a correction, with the Guotai Gold ETF (517400) falling over 2%. Relevant institutions indicated that gold is gradually returning to the main themes of safe-haven and inflation resistance, with central bank purchases providing structural support. The People's Bank of China has increased its gold holdings for 17 consecutive months, and global central banks maintained net purchases in March. The medium to long-term allocation logic for gold has strengthened, and investors can consider buying on dips, focusing on the Guotai Gold ETF (518800) and the Guotai Gold Stock ETF (517400). Risk warning: Individual stock analysis does not constitute investment advice; investment should be approached with caution