鲍威尔鸽派表态，九月降息交易重启，金价大幅上涨创近两周高点丨黄金早参

Group 1 - The core viewpoint of the articles indicates that optimism regarding US-Russia-Ukraine negotiations has reduced risk aversion, leading to fluctuations in gold prices, which saw a significant increase following dovish comments from Fed Chair Powell at the Jackson Hole annual central bank symposium [1] - Gold futures on COMEX rose by 1.02% to $3417.20 per ounce by the end of the week, marking a two-week high, while the gold ETF Huaxia (518850) fell by 0.3% and the gold stock ETF (159562) decreased by 1.3% [1] - The US manufacturing sector showed strong performance, with the August S&P Global Manufacturing PMI preliminary reading at 53.3, the highest since May 2022, significantly exceeding the expected 49.5 [1] Group 2 - Initial jobless claims in the US increased by 11,000 to 235,000, reaching the highest level since June and surpassing market expectations of 225,000 [1] - Fed Chair Powell's dovish stance indicated a potential need to adjust policy due to rising downside risks in employment, suggesting that a rate cut in September is highly likely, which supports the upward movement of precious metals [1] - The analysis from CITIC Construction Futures noted that the market's risk aversion has significantly decreased following the US-Russia summit, putting pressure on precious metals, but Powell's comments have created a mixed environment that requires ongoing attention to the developments in the Russia-Ukraine conflict and the Fed's rate cut trajectory [1]