金价强势反弹，黄金股票ETF（517400）涨近3%

Group 1 - The core CPI in the US for May increased by only 0.1%, below the expected 0.3%, while the annual CPI recorded 2.4%, slightly lower than the expected 2.5% [1] - The lower-than-expected inflation data has boosted expectations for a Federal Reserve interest rate cut, leading to a short-term spike in gold prices, which broke above 3360 [1] - The COMEX gold price rose by 127.8 USD to 3376.10 USD per ounce since early May, supported by increased demand from central banks and investors [1] Group 2 - The aluminum industry faces limited supply elasticity due to a production cap of 45 million tons and policy constraints, while demand is driven by the new energy and home appliance sectors [1] - The rare earth industry is experiencing a recovery in demand due to policy adjustments and new application scenarios, such as humanoid robots and low-altitude economy, leveraging China's global advantages in production and technology [1]