Group 1 - Gold stocks are collectively active, with notable increases in share prices: Chifeng Jilong Gold Mining (06693) up 3.75% to HKD 29.34, Tongguan Gold (00340) up 2.7% to HKD 2.24, Lingbao Gold (03330) up 3.51% to HKD 16.52, and Shandong Gold (01787) up 2.25% to HKD 33.56 [1][1][1] - Spot gold has strongly broken through the USD 3600 per ounce mark, setting a historical record and recording the largest weekly increase since mid-June [1][1][1] - The U.S. non-farm payroll data for August showed only 22,000 new jobs, significantly below the market expectation of 75,000, with the unemployment rate rising to 4.3%, the highest level since 2021, reinforcing expectations for a Federal Reserve rate cut [1][1][1] Group 2 - The probability of a 25 basis point rate cut by the Federal Reserve in the September meeting is at 96%, according to interest rate swaps [1][1][1] - The People's Bank of China reported that as of the end of August, China's gold reserves increased to 74.02 million ounces, up by 60,000 ounces from the end of July, marking the 10th consecutive month of gold accumulation [1][1][1]
港股异动 | 黄金股集体活跃 美非农数据引爆降息预期 央行连续第10个月增持黄金