美联储如期降息，有色金属为何意外领跌？资金逢跌抢筹！有色龙头ETF（159876）获实时净申购2100万份！

Group 1 - The core viewpoint of the news highlights the recent fluctuations in the non-ferrous metals sector, particularly the significant drop in the Non-Ferrous Metal Leader ETF (159876) by 3.3%, despite a net subscription of 21 million units, indicating a potential buying trend as prices fall [1][3] - The recent Federal Reserve interest rate cut of 25 basis points to a target range of 4.00% to 4.25% is seen as a risk management decision rather than the start of a long-term easing cycle, which has dampened market risk appetite [3] - The non-ferrous metals sector has experienced a strong bullish trend this year, driven by multiple favorable factors including the Fed's rate cut, government policies aimed at stabilizing growth, and increased demand from emerging industries such as electric vehicles and renewable energy [4][5] Group 2 - The Federal Reserve's rate cut is expected to lead to a depreciation of the US dollar, making non-ferrous metals cheaper in international markets and potentially boosting global demand [3] - The ongoing supply-side reforms and government infrastructure projects are anticipated to create significant demand for non-ferrous metals, further supporting price increases [4][5] - The supply-demand dynamics are improving, with stricter regulations on rare earth mining and processing, leading to a perception of scarcity in the market, while demand from green industries continues to rise [4][5]