有色金属ETF逆势上涨，近5日涨幅达5.83%

Group 1 - The three major indices experienced a pullback after an initial rise, with Xinjiang revitalization and Western infrastructure leading the gains, while PEEK materials and Kimi concepts saw declines [1] - The non-ferrous metal sector showed strength, with the non-ferrous metal ETF (516650) rising by 1.29%, marking five consecutive days of gains, and stocks like Minmetals Resources (002738) increasing over 6% [1] - Gold stocks also performed well, with the gold ETF (159562) up by 0.65%, driven by strong performances from Shandong Gold (600547) and other related stocks [1] Group 2 - Following the disappointing US non-farm payroll data, the US July services PMI fell to 50.1, below expectations, but the prices index rose to 69.9, the highest level since October 2022, indicating potential support for gold prices as the US economy faces downward pressure [1] - In the non-ferrous metal sector, some companies have announced dividend plans, and prices for rare earth and tungsten products continue to rise, indicating a positive trend [1] - The introduction of anti-involution policies is leading to a more orderly competitive landscape in the industry, providing support for energy metal supply chains, with active supply and demand in industrial metals [1]