ETF盘前资讯 | 有色龙头ETF（159876）近10日狂揽2亿元！地缘局势转折+美联储大放“鸽声”，有望推升有色金属价格！

Core Viewpoint - The recent geopolitical tensions and monetary policy outlook are driving investment interest in the non-ferrous metals sector, with significant inflows into related ETFs indicating positive market sentiment [1][3][4]. Group 1: Market Activity - The non-ferrous metals ETF (159876) attracted 73.7 million yuan in a single day and a total of 205 million yuan over the past 10 days, reflecting strong investor confidence in the sector [1]. - As of November 21, the ETF's total size reached 677 million yuan, making it the largest among three ETFs tracking the same index in the market [1]. Group 2: Geopolitical Impact - The escalation of the Russia-Ukraine conflict, particularly the recent attack on Moscow, is expected to disrupt the supply of key metals like aluminum, nickel, and copper, potentially leading to price increases due to supply chain gaps [3]. - The conflict is also likely to stimulate demand for safe-haven assets such as gold and copper, as investors seek to hedge against geopolitical risks [3]. - Increased strategic reserve requirements for metals used in defense applications, such as antimony, are anticipated due to the ongoing military tensions [3]. Group 3: Monetary Policy Outlook - Recent dovish comments from the Federal Reserve's New York President suggest potential for further interest rate cuts, which could support non-ferrous metal prices [4]. - Market expectations for a December rate cut have surged to 70%, indicating a strong belief in continued accommodative monetary policy [3][4]. Group 4: Sector Outlook - Analysts are optimistic about the continuation of a bull market in non-ferrous metals, with various institutions forecasting sustained upward momentum [4]. - Key investment themes include industrial metals like copper and aluminum, energy metals such as lithium and cobalt, and strategic assets like gold and rare earths [4]. Group 5: Investment Strategy - A diversified investment approach through the non-ferrous metals ETF (159876) and its associated funds is recommended to capture the overall sector performance while mitigating risks associated with individual metal investments [6].