明日！美联储公布最新利率决议！美国爆出稀土相关大动作！有色龙头ETF（159876）近2日吸金4593万元

Group 1 - The core viewpoint of the news highlights the performance and investment trends of the Nonferrous Metal ETF (159876), which has seen significant net subscriptions despite recent price fluctuations [1] - The Nonferrous Metal ETF (159876) has attracted a total of 506.1 million yuan in the last five days and 198 million yuan over the past 20 days, reaching a historical high of 303 million yuan as of September 16 [1] - Key constituent stocks such as Northern Copper and Bowei Alloy have increased by over 4%, while stocks like Xinyi Silver and Western Gold have dropped by over 4%, affecting the overall index performance [1] Group 2 - The Federal Reserve is expected to announce a 25 basis point rate cut, which could positively impact nonferrous metal prices by increasing demand for physical assets and reducing borrowing costs for companies [3] - The U.S. government is reportedly considering establishing a $5 billion mining investment fund, focusing on critical mineral resources such as rare earths and uranium, to enhance its supply chain security [3] - The domestic policy of "anti-involution" aims to optimize production factors and improve profitability across various sectors, which is expected to support rising metal prices [4] Group 3 - The macro drivers for the nonferrous metals sector include expectations of Federal Reserve rate cuts, geopolitical tensions increasing safe-haven demand, and central bank purchases [5] - Strategic metals like rare earths, tungsten, and aluminum are likely to benefit from global competition dynamics [5] - The supply-demand balance for industrial metals such as copper and aluminum remains tight due to limited supply growth and increasing demand from emerging industries [5] Group 4 - The Nonferrous Metal ETF (159876) and its linked funds track the CSI Nonferrous Metal Index, with significant weightings in copper (25.3%), aluminum (14.2%), rare earths (13.8%), gold (13.6%), and lithium (7.6%), providing a diversified investment option [5]