有色板块强势上扬 豫光金铅、北方铜业等涨停

Group 1 - The non-ferrous metal sector showed strong performance on the 12th, with several stocks hitting the daily limit, including Electric Alloy (300697) up 20%, New Weiling up over 15%, and others like Shengda Resources (000603) and Yunnan Copper (000878) also seeing significant gains [1] - Institutions indicate that expectations for a Federal Reserve interest rate cut have risen, combined with the seasonal demand boost in September and October, providing strong upward momentum for industrial metal prices [1] - Zhongyou Securities noted that despite a recent decline in LME copper prices and weaker-than-expected U.S. non-farm payrolls, the overall economic data suggests a higher likelihood of a soft landing rather than a recession, which could support copper prices [1] Group 2 - Minsheng Securities highlighted that recent weak employment data in the U.S. and inflation aligning with expectations have bolstered market confidence in a potential interest rate cut by the Federal Reserve in September, positively impacting gold and silver prices [1] - The legal and economic uncertainties stemming from the Trump tariff case are expected to increase safe-haven demand, providing support for gold prices, while silver prices are reaching new highs due to its industrial properties and upward momentum [1] - In the medium to long term, central bank gold purchases and weakening U.S. dollar credit are seen as key trends, with a continued positive outlook for gold prices and opportunities for positioning in the gold sector [1]