以色列阴险，沪金再破新高

Group 1 - Israeli military and intelligence conducted an unconventional attack on Hamas senior official Khalil Hayya in Qatar, which is unusual given the ongoing negotiations for a ceasefire [1] - The attack occurred while Hamas was discussing a ceasefire proposal from the U.S. and a draft agreement submitted by former President Trump, indicating a significant escalation in tensions in the Middle East [1] - Following the attack, gold prices surged, with Shanghai gold reaching a new high of 840.82 yuan per gram [1] Group 2 - In the context of increasing risks in the U.S. labor market, the Federal Reserve's policy path is characterized by "expectation reinforcement and independence undermined," leading to a decline in the U.S. dollar index [3] - Political instability in Europe and the U.S. has decreased risk appetite in the stock market, increasing institutional investors' demand for gold as a safe-haven asset [3] - Following disappointing non-farm payroll data, there is a higher probability of a Federal Reserve rate cut, driving gold prices above $3,600, although the upward trend may moderate after the rate cut expectations are digested [3]