Group 1 - Gold stocks collectively rose, with Lingbao Gold increasing by 7.36% to HKD 10.8, Chifeng Gold up 6.29% to HKD 24.5, Shandong Gold rising 5.19% to HKD 25.56, and Zhaojin Mining up 4.72% to HKD 20.4 [1] - The U.S. Labor Department reported that 73,000 non-farm jobs were added in July, significantly below the market expectation of 110,000, with May and June's job additions revised down by a total of 258,000 [1] - Following the disappointing non-farm employment data, interest rate cut expectations increased, leading to a surge in gold prices, with COMEX gold futures breaking through USD 3,400 [1] Group 2 - Huayuan Securities indicated that the "Trump 2.0" theme involving tariffs and tax cuts may stabilize in the medium term, while "rate cut trades" will provide strong momentum for gold price increases [2] - After the non-farm data fell short of expectations, gold prices surged by USD 40, erasing previous losses and closing at USD 3,363 per ounce [2] - The expectation is that changes in U.S. monetary policy will support gold prices in the second half of the year, with a dual catalyst of "rate cut trades" and "Trump 2.0" continuing to drive gold prices until 2025 [2]
港股异动 | 黄金股集体走高 非农数据不及预期金价暴力反弹 机构称降息交易支撑黄金价格