全球最大黄金ETF--SPDR Gold Trust持仓较上一交易日增加4.851吨，当前持仓量为1014.148吨。

惠誉：越南银行系统面临重大压力，需为经济融资和提供支持。

A senior ruling-party LDP official said Japan's BOJ ETF holdings could be used to help fund a planned cut in the food consumption tax, signaling the central bank's large equity holdings are becoming a political target. Prime Minister Takaichi has ruled out financing the tax cut with new debt and seeks non-tax revenue to fill an estimated annual shortfall of about 5 trillion yen (≈$31.7bn). Daishiro Yamagiwa, deputy head of the LDP tax research council, said proceeds from selling the BOJ's roughly 37 trillion yen of ETF holdings could be considered. At the BOJ's current disposal pace of about 330 billion yen a year, Yamagiwa noted it would take roughly a century to liquidate the position and suggested accelerating sales while equity prices are high. The BOJ says it is selling ETFs gradually to avoid disrupting the stock market.