有色金属板块活跃，机构这样看后市

Core Viewpoint - The non-ferrous metal sector showed slight strength today, with companies like Chifeng Jilong Gold Mining, Jintian Copper, and Western Gold experiencing notable gains. The market sentiment is influenced by the Federal Reserve's stance on interest rates and the recent disappointing non-farm payroll data, which has increased expectations for rate cuts this year [1]. Group 1: Market Sentiment and Economic Indicators - The Federal Reserve did not cut interest rates, but dissenting voices against maintaining rates have emerged [1]. - Non-farm payroll data significantly underperformed expectations, leading to heightened expectations for interest rate cuts within the year [1]. - The geopolitical tensions and ongoing global trade disputes have enhanced the investment appeal of gold, suggesting a bullish outlook for gold prices in the medium to long term [1]. Group 2: Investment Recommendations - Analysts recommend focusing on companies with production growth and performance releases in the gold sector [1]. - The recent U.S.-EU tariff negotiations resulted in a 15% import tariff on EU products, lower than the previously threatened 30%, which may reduce global trade friction risks [1]. - The ongoing trend of central banks purchasing gold, combined with a weakening U.S. dollar, is expected to support a rise in gold prices [1].