Group 1 - The non-ferrous and precious metals industries are expected to benefit from factors such as weakening US credit, escalating global conflicts, and tight supply conditions, leading to sustained industry prosperity [1] - Rare earth and precious metals, particularly silver, show strong investment appeal due to improved supply-demand dynamics and their safe-haven attributes [1] - Resource prices are currently supported strongly, indicating structural opportunities within the industry [1] Group 2 - The Gold Stock ETF (517400) tracks the SSH Gold Stock Index (931238), which includes representative companies across the gold industry chain, reflecting overall industry performance [1] - The index encompasses companies involved in gold mining, processing, and sales, making it suitable for investors interested in precious metal market dynamics and gold investment opportunities [1] - Investors without stock accounts can consider the Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stock ETF Initiated Link C (021674) and Link A (021673) [1]

Group 1 - The article highlights the ongoing trade tensions, with the U.S. threatening to impose a 100% tariff on Russia and the EU finalizing a second round of countermeasures against the U.S. [1] - There is a slight cooling in interest rate cut expectations, coupled with high market uncertainty, leading to continued fluctuations in gold prices. [1] - Short-term market opinions on gold price direction are increasingly divided, necessitating close monitoring of U.S. tariff developments, the ongoing Israel-Palestine conflict, and the Federal Reserve's monetary policy direction. [1] Group 2 - In the medium to long term, factors such as the Federal Reserve potentially entering a rate cut cycle, increasing uncertainty in overseas macro policies, and a global trend towards de-dollarization are expected to provide some support for gold prices. [1] - Investors may consider gradually accumulating positions during price pullbacks. [1] - The gold stock ETF (code: 517400) tracks the SSH Gold Stock Index (code: 931238), which is compiled by China Securities Index Co., Ltd., selecting 50 large-cap companies involved in gold mining, refining, and sales from the mainland and Hong Kong markets. [1]

Group 1 - The situation has rapidly escalated following Israel's attack on Iran, leading to increased risk aversion and a rise in gold prices, which have once again surpassed 3400 [1] - Market sentiment is being affected by trade negotiations and geopolitical developments, resulting in increased volatility in gold prices; a "double top" pattern has formed, indicating potential resistance at the previous high of 3430 [1] - In the medium to long term, factors such as the Federal Reserve entering a rate-cutting cycle, increasing uncertainty in overseas macro policies, and a global trend towards de-dollarization are expected to provide support for gold prices, suggesting opportunities for strategic buying during pullbacks [1] Group 2 - The gold stock ETF (code: 517400) tracks the SSH Gold Stock Index (code: 931238), which is compiled by China Securities Index Co., Ltd., selecting 50 large-cap companies involved in gold mining, smelting, and sales to reflect the overall performance of the gold industry [1] - The index constituents include gold mining companies and jewelry firms, showcasing significant industry concentration [1] - Investors without stock accounts can consider the Guotai CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stock ETF Initiated Link C (021674) and Link A (021673) [1]