有色金属ETF（516650）逆势上涨，近5日涨幅达5.83%

Core Viewpoint - The market experienced fluctuations with significant movements in various sectors, particularly in non-ferrous metals and gold, amid economic indicators suggesting a potential easing of monetary policy in the U.S. [1] Group 1: Market Performance - The three major indices saw a rise and subsequent decline, with Xinjiang revitalization and Western infrastructure leading the gains, while PEEK materials and Kimi concepts faced declines [1] - The non-ferrous metals ETF (516650) increased by 1.29%, marking a strong five-day rally, with holdings like Minmetals rising over 6% [1] - The gold stocks ETF (159562) rose by 0.65%, with top performers including Shandong Gold and Cuihua Jewelry [1] Group 2: Economic Indicators - Following a disappointing U.S. non-farm payroll report, the U.S. July services PMI fell to 50.1, below expectations and previous values [1] - Notably, the prices index within the PMI rose to 69.9, the highest level since October 2022, indicating inflationary pressures [1] - The increasing economic downward pressure in the U.S. suggests a potential opening for interest rate cuts, which could benefit gold prices [1] Group 3: Industry Insights - In the non-ferrous metals sector, several companies have announced dividend plans, and prices for rare earths and tungsten continue to rise [1] - The introduction of anti-involution policies is leading to a more orderly competitive landscape in the industry, providing support for energy metal price stability [1] - The supply and demand dynamics for industrial metals remain active, contributing to a positive outlook for the sector [1]