Di Yi Cai Jing·2025-08-31 11:24Group 1 - The core inflation indicator favored by the Federal Reserve, core PCE, has shown a moderate increase, stabilizing market expectations for a rate cut in the Fed's September meeting [1] - The event of Trump firing Fed Governor Cook continues to unfold, posing a serious threat to the independence of the Federal Reserve [1] - The weakening of the US dollar has stimulated the monetary attributes of gold and the financial attributes of copper, with commodity prices nearing previous highs, thus opening up upward space for equity targets [1] Group 2 - The non-ferrous sector is experiencing a comprehensive blossoming across various sub-sectors, driven by price increases impacting EPS and improvements in sentiment, along with strategic positioning enhancing PE [1] - It is recommended to actively participate in the market [1]