黄金反弹创历史新高，唯一百亿规模的有色金属ETF(512400)涨超2%

Core Viewpoint - The precious metals sector, including gold, is experiencing a rebound driven by expectations of further interest rate cuts by the Federal Reserve and ongoing safe-haven buying, with significant gains observed in related ETFs [1] Group 1: Market Performance - Precious metals, particularly gold, saw a significant increase, with spot gold rising by 2% on Monday, marking a six-day streak of hitting intraday historical highs [1] - The non-ferrous metals ETF (512400) increased by over 2%, with a year-to-date gain of 74.44% [1] - The non-ferrous metals ETF has attracted a net inflow of 4.9 billion yuan over the past 20 trading days, bringing its total size to 17.317 billion yuan, making it the only non-ferrous industry ETF exceeding 10 billion yuan in size [1] Group 2: Economic Context - The U.S. federal government shutdown has entered its 20th day, causing delays in the release of key economic data [1] - Traders are currently estimating a 99% probability of a rate cut by the Federal Reserve next week, with another cut expected in December [1] Group 3: ETF Composition - The non-ferrous metals ETF tracks the CSI Zhongshan Shunwan Non-Ferrous Metals Index, covering key sectors such as copper, aluminum, lithium, rare earths, and gold [1] - Major holdings in the ETF include leading companies in the non-ferrous sector, such as Zijin Mining, Northern Rare Earth, Luoyang Molybdenum, Huayou Cobalt, and China Aluminum [1]