美联储降息落地，矿业ETF（561330）、有色60ETF（159881）盘中回调超2%

Group 1 - The Federal Reserve lowered the federal funds rate by 25 basis points to a range of 4.00%-4.25%, marking the first rate cut of the year and the first in nine months [1] - The reduction in the excess reserve rate and the reserve rate was also by 25 basis points, bringing them to 4.15% and 4% respectively [1] - Market expectations were met with the 25 basis point cut, but there were significant divisions among decision-makers regarding future rate cuts [1] Group 2 - The company anticipates another rate cut in October due to weak employment data, but inflation concerns may limit future monetary easing [1] - The current economic issues in the U.S. are attributed to rising costs rather than insufficient demand, suggesting that excessive monetary easing could exacerbate inflation and lead to a "stagflation" scenario [1] - Short-term caution is advised regarding potential "sell the news" reactions from investors following the FOMC meeting, while long-term trends indicate that a weakening U.S. economy and ongoing "de-dollarization" may support gold prices [1]