黄金股票ETF（517400）收涨超5%，美国非农数据爆冷叠加降息预期，贵金属板块持续走强

Group 1 - The core viewpoint of the news highlights a significant increase in gold stock ETFs, with a rise of over 5% on August 4, indicating heightened market interest [1] - The U.S. Labor Department reported that 73,000 non-farm jobs were added in July, significantly below the expected 110,000, with a downward revision of 258,000 jobs for May and June combined [3] - Following the disappointing non-farm employment data, expectations for interest rate cuts increased, leading to a surge in gold prices, with COMEX gold futures surpassing $3,400 [3] Group 2 - Financial analysts suggest that the implementation of the "Big and Beautiful" plan in the U.S. and a weakening dollar credit will provide upward momentum for precious metals in the medium term [3] - The increasing pressure on U.S. government fiscal deficits and the declining risk appetite for dollar assets among global investors highlight the strategic reserve and anti-inflation properties of precious metals [3] - The current global economic uncertainty and weak non-farm data have raised expectations for a Federal Reserve rate cut in September, which supports gold prices in a low-interest-rate environment [3] Group 3 - The gold stock ETF (517400) tracks the SSH Gold Stock Index (931238), which selects publicly traded companies involved in gold mining and production, reflecting the overall performance of the gold industry [4] - The index's constituent stocks are primarily focused on the gold mining sector, with a value investment style suitable for long-term investors interested in the precious metals market [4] - Investors without stock accounts can consider related ETFs such as the Guotai CSI Hong Kong and Shanghai Gold Industry Stock ETF [4]