有色60ETF（159881）涨超2.7%，工业金属强势预期获支撑

Group 1 - The core viewpoint is that the Federal Reserve's CPI data is lower than expected, opening up room for interest rate cuts, which is likely to lead to strong performance in metal prices [1] - The combination of the Federal Reserve's interest rate cut cycle, global geopolitical risks, and safe-haven demand is expected to keep precious metal prices high [1] - In China, the 20th Central Committee's Fourth Plenary Session is expected to boost policy and infrastructure demand, with fiscal and monetary policies likely to remain accommodative, improving macro sentiment and supporting base metals like copper and aluminum [1] Group 2 - In the aluminum industry, overseas supply disruptions (such as Century Aluminum's production halt) combined with the gradual realization of peak demand are expected to enhance aluminum price elasticity due to strong consumption resilience [1] - The Nonferrous 60 ETF (159881) tracks the CSI Nonferrous Index (930708), which selects listed companies involved in nonferrous metal mining, smelting, and processing, covering sectors like copper, gold, aluminum, rare earths, and lithium [1] - The index constituents have a large average market capitalization and exhibit strong cyclical characteristics, reflecting the overall performance of related listed companies in the nonferrous metal industry [1]