美联储降息预期升温，金价预计偏强运行，黄金股板块早盘暴涨，黄金股票ETF（517400）大涨超3%

Group 1 - The core viewpoint is that the expectation of interest rate cuts by the Federal Reserve is rising, which is likely to support gold prices in the near term [1] - As of August 1, the COMEX gold futures contract increased by 2.32% to $3,416 per ounce, while the SPDR Gold ETF saw a 0.4% decrease to 953.08 tons [1] - The U.S. non-farm payrolls for July increased by 73,000, which was below the expected increase of 110,000, and the unemployment rate remained at 4.2% [1] Group 2 - The short-term expectation of interest rate cuts is anticipated to be a core driver for gold prices, with expectations likely to push gold prices higher [1] - In the medium to long term, ongoing macroeconomic uncertainties abroad are expected to enhance gold's safe-haven attributes, leading to a sustained increase in gold price levels [1] - The Gold Stock ETF (code: 517400) tracks the SSH Gold Stock Index (code: 931238), which includes 50 large-cap companies involved in gold mining, refining, and sales, reflecting the overall performance of the gold industry [1]