有色股今日普涨，美CPI数据强化降息预期，机构看好有色牛市行情启动

Group 1 - The core viewpoint of the news is that the non-ferrous metal sector experienced a significant rally, with stocks rising over 5% on average, driven by expectations of interest rate cuts by the Federal Reserve [1][3]. - The U.S. Labor Department reported a 0.2% increase in the Consumer Price Index (CPI) for July, which was in line with expectations and showed a slowdown from the previous month [2][3]. - Market speculation suggests a 90% probability of a 25 basis point rate cut in September, influenced by President Trump's push for rate reductions and potential legal actions against the Federal Reserve Chairman [2][3]. Group 2 - Citic Securities noted that poor U.S. economic and employment data, along with the nomination of Stephen Moore to the Federal Reserve Board, has strengthened market expectations for a rate cut in September, contributing to the rally in the non-ferrous sector [3]. - The ongoing domestic policy of "anti-involution" aims to optimize production factors and improve profitability across various segments, which is expected to positively impact metal prices [3]. - The valuation of industrial metals is currently considered low, indicating potential for upward correction, suggesting the initiation of a bullish market for non-ferrous metals driven by both earnings per share (EPS) and price-to-earnings (PE) ratio improvements [3].