智通财经网·2025-08-13 05:45Group 1 - The non-ferrous metal sector experienced a broad increase, with notable stock price rises for companies such as Jiangxi Copper (+5.84%), Luoyang Molybdenum (+5.26%), and Lingbao Gold (+4.27%) [1] - The U.S. Labor Department reported a 0.2% month-on-month increase in the Consumer Price Index (CPI) for July, aligning with expectations and showing a slowdown of 0.1 percentage points from the previous month [1] - Following the CPI data release, traders increased bets on the Federal Reserve lowering interest rates in the remaining three meetings of the year, with the probability of a 25 basis point cut in September rising above 90% [1] Group 2 - Citic Securities highlighted poor performance in U.S. economic and employment data, alongside the nomination of Stephen Moore as a Federal Reserve governor, which reinforced market expectations for a rate cut in September [2] - The ongoing domestic policy of "anti-involution" aims to optimize production factors and enhance profitability across various sectors, positively impacting metal price transmission to downstream markets [2] - The industrial metals sector is currently undervalued, indicating potential for upward correction, with a bullish market for non-ferrous metals beginning to take shape driven by both EPS and PE improvements [2]