降息预期持续升温，有色金属ETF基金(516650)止跌反弹涨1.6%

Core Viewpoint - The continuous dovish remarks from the Federal Reserve have led to rising expectations for interest rate cuts, resulting in a rebound in the non-ferrous metals sector, with significant gains in related ETFs and stocks [1]. Group 1: ETF Performance - The non-ferrous metals ETF (516650) increased by 1.60% as of 13:30, with notable stock performances including Huaxi Nonferrous rising by 8.49% and Western Gold increasing by 4.60% [1]. - Over the past seven trading days, the non-ferrous metals ETF has seen net inflows for six days, totaling 343 million yuan, with the latest share count reaching 1.241 billion, marking a new high since its inception [1]. Group 2: Index Composition - The non-ferrous metals ETF closely tracks the CSI Non-Ferrous Metals Industry Theme Index, with the top ten weighted stocks as of October 31, 2025, including Zijin Mining, Northern Rare Earth, and Luoyang Molybdenum, collectively accounting for 53.58% of the index [1]. - The top ten stocks by weight are as follows: - Zijin Mining: 16.32% - Northern Rare Earth: 6.60% - Luoyang Molybdenum: 5.96% - Huayou Cobalt: 5.22% - Shandong Gold: 3.85% - Ganfeng Lithium: 3.72% - China Aluminum: 3.53% - Zhongjin Gold: 3.44% - Chifeng Gold: 2.67% - Tianqi Lithium: 2.66% [2].