COMEX黄金突破4440美元，关注黄金基金ETF（518800）、黄金股票ETF（517400）

Core Insights - The gold sector showed strong performance on December 22, with COMEX gold surpassing $4,440, marking a new high, while gold ETFs (518800) rose by 2.07% and gold stock ETFs (517400) increased by 3.7% [1] Economic Indicators - In the macroeconomic context, the U.S. non-farm payroll data for November showed a slight recovery, with an increase of 64,000 jobs, slightly better than market expectations. However, the unemployment rate unexpectedly rose to 4.6%, the highest since September 2021, indicating a cooling labor market [1] - The Bank of Japan raised its policy interest rate from 0.5% to 0.75% as expected, marking the first increase in nearly a year, but the tone was not hawkish, leading the market to trade on the assumption that negative impacts were already priced in [1] Market Outlook - With previous uncertainties resolved, macroeconomic uncertainties and safe-haven demand are expected to support gold prices, potentially leading to a renewed upward trend after a period of high-level fluctuations. The medium to long-term outlook suggests that factors such as a Federal Reserve rate cut cycle, increasing overseas uncertainties, and a global trend towards de-dollarization will continue to provide support for gold prices [1] - Investors are encouraged to keep an eye on investment opportunities in gold ETFs (518800) and gold stock ETFs (517400) [1]