美联储降息预期升温，金价震荡走强，建信上海金ETF(518860)近4天获得连续资金净流入

Core Viewpoint - COMEX gold futures rose by 0.85% to $3428.6 per ounce, indicating strong investor interest in gold amid expectations of interest rate cuts by the Federal Reserve [1] Group 1: Economic Indicators - The U.S. non-farm payrolls added 73,000 jobs in July, significantly below expectations, with previous months' data revised down, highlighting signs of a weakening labor market [1] - The probability of a 25 basis point rate cut by the Federal Reserve in September is at 94.4%, according to CME data, with Goldman Sachs predicting three consecutive rate cuts starting in September [1] Group 2: Market Analysis - Huayuan Securities suggests that the "Trump 2.0" narrative involving tariffs and tax cuts may stabilize, while "rate cut trades" will provide strong momentum for gold prices [1] - It is anticipated that changes in U.S. monetary policy will support gold prices in the second half of the year, creating opportunities for phased investment [1] Group 3: Investment Products - The Jianxin Shanghai Gold ETF (518860) has seen continuous net inflows over the past four days, reflecting strong market interest [1]