Group 1 - The article highlights a positive outlook for copper, aluminum, and precious metals due to supply constraints and resilient domestic demand, with expectations for rising metal prices [1] - For copper, the anticipated interest rate cut by the Federal Reserve in September is expected to enhance its financial attributes, while supply-side constraints and a restructuring of the supply chain are likely to boost overseas demand [1] - Aluminum production capacity has reached its ceiling, indicating potential long-term value in the sector [1] Group 2 - Precious metals are expected to benefit from the nearing interest rate cuts, with gold prices anticipated to rise amid geopolitical risks and declining currency credit [1] - Global central banks are increasing their gold purchases, with China's central bank buying gold for nine consecutive months, reflecting a growing appetite for gold as an asset [1] - The article suggests that investors without stock accounts may consider specific ETFs related to non-ferrous metals and mining themes [1]
矿业ETF（561330）、有色60ETF（159881）大涨超3%，机构：美联储降息预期提振有色板块
Sou Hu Cai Jing·2025-09-12 02:55