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8月の金ETFへの流入は180億ドルで史上2番目、保有量は4189トンと過去最高。その翌月、金は米PPI発表で下落しました。
欧米投資家の回帰、店頭現物需要327トンの規模、中央銀行の購入継続まで、買い手構成の変化を解説します。
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