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美国非农数据爆冷,黄金股ETF(517520)盘中涨超3%,涨超黄金
Sou Hu Cai Jing· 2025-08-04 02:24
Group 1 - The core viewpoint of the articles highlights the positive impact of weak U.S. employment data on gold prices, as it raises concerns about the economy and strengthens gold's appeal as a safe-haven asset [1][2] - The U.S. non-farm payroll data for July showed only 73,000 new jobs added, significantly below the expected 110,000, with revisions to previous months totaling a downward adjustment of 258,000 jobs [1][2] - The unemployment rate increased to 4.2%, and the labor force participation rate fell to 62.2%, indicating a weakening labor market that may prompt the Federal Reserve to consider interest rate cuts [2][3] Group 2 - The resignation of hawkish Federal Reserve member Kugler adds uncertainty to future monetary policy, potentially weakening the dollar's credibility and benefiting gold prices [2] - Longjiang Securities noted that the labor participation rate's decline is closely linked to Trump's immigration policies, which may exacerbate long-term labor market issues [3] - The gold stock ETF (517520) has shown a 24.04% increase in net value over the past six months, indicating strong performance in the gold sector [3]