Group 1 - Gold stocks rebounded in early trading, with gains exceeding 3% for some companies [1] - Notable stock performances include China Gold International (+3.14%), Zijin Mining International (+2.19%), and Zhaojin Mining (+2.17%) [2] - COMEX gold prices recently fell below $4000 per ounce, influenced by reduced safe-haven demand and inconsistent expectations regarding U.S. economic data and inflation trends [2] Group 2 - Everbright Securities reports that the U.S. is entering a rate-cutting cycle, which, combined with increased global uncertainty, is driving a resurgence in gold ETF investment demand [3] - The trend of central banks increasing gold holdings continues amid a backdrop of de-dollarization, with a positive outlook for gold prices [3] - Recommendations include Zijin Mining, with a focus on Chifeng Gold and Zijin Gold International [3]