Sou Hu Cai Jing·2025-09-01 05:23Group 1 - The core viewpoint of the articles indicates a significant rise in gold-related stocks, with companies like Xiaocheng Technology increasing by over 10% and others like Hunan Gold and Zhongjin Gold rising by over 6% [1] - The market anticipates a 91.1% probability of a 25 basis point rate cut by the Federal Reserve in September, following a dovish speech by Chairman Powell [3] - Powell's remarks suggest a shift in the risk balance, potentially leading to adjustments in monetary policy, which could open up upward space for gold prices [3] Group 2 - The preferred inflation target of the Federal Reserve, the PCE, has shown a moderate increase, stabilizing market expectations for a rate cut in September [3] - The ongoing situation regarding Trump's dismissal of Fed Governor Cook poses a threat to the independence of the Federal Reserve, contributing to a weaker dollar [3] - The weakening dollar enhances the monetary characteristics of gold and copper, indicating a potential breakout in commodity prices [3]