获资金净申购1800万份！美联储讲话扰动，有色龙头ETF重挫3%！机构：美联储仍处降息通道，并未根本改变

Group 1 - The core viewpoint of the news highlights the recent downturn in the non-ferrous metals sector, with the leading non-ferrous metals ETF (159876) experiencing a decline of 3.02% and facing three consecutive days of losses, while still maintaining a bullish long-term trend [1] - The non-ferrous metals ETF (159876) saw a net subscription of 18 million units during the day, indicating that investors are actively positioning themselves during the market pullback [1] - As of November 3, the ETF's latest scale reached 516 million yuan, making it the largest among three similar products tracking the same index [1] Group 2 - The Federal Reserve's interest rate outlook remains uncertain, with a 67.3% probability of a 25 basis point rate cut in December, suggesting that the Fed is still in a rate-cutting cycle [3] - Analysts point out that historical trends show that previous Fed rate-cutting cycles have led to significant increases in non-ferrous metal prices due to a low-interest environment and a weaker dollar [4] - Supply-demand imbalances are expected to drive prices of copper and cobalt higher, while lithium prices may benefit from unexpected demand in energy storage [4] Group 3 - The non-ferrous metals sector is seen as a valuable investment opportunity, with a focus on global monetary easing, supply-demand dynamics, and policy incentives that could lead to a sector-wide recovery [4] - The non-ferrous metals ETF (159876) and its linked funds provide a diversified investment approach, covering various metals such as copper, aluminum, gold, rare earths, and lithium, which helps mitigate risks [5]