黄金、有色表现强势，关注黄金股票ETF（517400）、矿业ETF（561330）

Group 1: Market Performance - On October 9, the Gold Stock ETF (517400) led the market with a rise of 9.47%, while the Mining ETF (561330) and Nonferrous 60 ETF (159881) also saw significant gains of 8.58% and 8.44% respectively [1] - During the National Day holiday, gold prices continued to rise, reaching a historical high of $4,059 per ounce on October 8 [5] Group 2: Economic Factors - The weakening of the US dollar credit remains a long-term support for gold prices, with the Federal Reserve lowering the federal funds rate target range by 25 basis points to between 4.00% and 4.25% [3] - There is a divergence among Federal Reserve officials regarding the extent of future rate cuts, with a majority expecting at least two more cuts this year [3] Group 3: Supply Chain and Commodity Outlook - The supply side of nonferrous metals is under pressure, particularly due to incidents at major mines like the Grasberg copper mine in Indonesia, which is expected to reduce copper output significantly [7] - The International Energy Agency (IEA) projects a copper supply gap of 20% by 2035, with significant shortages anticipated starting in 2027 [9] - The combination of favorable factors for precious and nonferrous metals suggests that investors should pay attention to Gold Stock ETFs and Mining ETFs [9][10]