鸽派信号提振信心，降息预期创新高，金价止跌回升

Group 1 - The Federal Reserve officials released hawkish statements, leading to a decrease in gold prices initially, but a subsequent dovish comment from New York Fed's Williams reversed the trend, causing gold prices to recover [1] - The COMEX gold futures fell by 0.77% to $4062.8 per ounce for the week, while the gold ETF Huaxia (518850) dropped by 2.85% and the gold stock ETF (159562) decreased by 4.63% [1] - The U.S. non-farm payroll report for September showed an increase of 119,000 jobs, significantly exceeding market expectations, which raised concerns about inflation and prompted hawkish comments from multiple Fed officials [1] Group 2 - Jim Wyckoff, a senior analyst at Kitco Metals, noted that the Fed's interest rate cut expectations are positively correlated with gold prices, as a lower interest rate environment reduces the opportunity cost of holding non-yielding gold [2] - Despite the increase in jobs, the unemployment rate slightly rose, and the August data was revised to show negative growth, indicating signs of weakness in the labor market that further strengthen the necessity for rate cuts [2]