降息预期有所上升，关注黄金基金ETF（518800）、黄金股票ETF（517400）

Group 1 - The core viewpoint of the articles indicates an increasing expectation for interest rate cuts by the Federal Reserve, driven by comments from Fed officials suggesting that the current monetary policy is hindering economic growth and that there is no inflation issue in the U.S. [1] - The probability of a 25 basis point rate cut in the upcoming December meeting has surged from approximately 40% to 80% according to CME FedWatch, reflecting market sentiment towards a more accommodative monetary policy [1] - As a result of the heightened rate cut expectations, gold prices have risen above $4100 per ounce, with long-term drivers for gold's price increase remaining intact, including challenges to the U.S. dollar credit system and ongoing global geopolitical tensions [1] Group 2 - Investors focusing on the gold sector are encouraged to consider gold ETFs, specifically the physical gold ETF (518800) and more flexible gold stock ETFs (517400), as potential investment opportunities [1]