美联储降息预期升温，黄金站上4200美元！有色龙头ETF（159876）盘中涨近2%，10日累计吸金2.3亿元

Core Viewpoint - The non-ferrous metal sector is leading the market, with the non-ferrous leader ETF (159876) showing significant price increases and attracting substantial investment, indicating positive market sentiment towards the sector [1][3]. Group 1: ETF Performance - The non-ferrous leader ETF (159876) saw a price increase of over 1.95%, currently up 1.72%, and has recovered its 10-day moving average [1]. - Over the past 10 days, the ETF has attracted 233 million yuan in investments, reflecting strong market interest [1]. - As of November 27, the ETF's latest scale is 672 million yuan, making it the largest among three ETFs tracking the same index [1]. Group 2: Component Stocks - Major stocks leading the gains include Shengxin Lithium Energy and Guocheng Mining, both up over 7%, with Yahua Group rising nearly 6% [3]. - Other stocks such as Xinyi Silver Tin, Zhongkuang Resources, and Yongxing Materials also showed positive performance, contributing to the overall sector growth [3]. Group 3: Market Drivers - The recent speeches from Federal Reserve officials and delayed economic data have bolstered expectations for interest rate cuts, with the likelihood of a 25 basis point cut in December rising from about 40% to over 80% [4]. - The anticipated interest rate cuts are expected to support the entire non-ferrous metal sector, as lower rates typically lead to increased demand for physical assets like metals [5]. Group 4: Positive Catalysts for Non-Ferrous ETF - In the latest quarterly report, 56 out of 60 component stocks of the non-ferrous leader ETF reported profits, with 44 companies showing year-on-year net profit growth [7]. - The current non-ferrous bull market is driven by new demand from sectors such as renewable energy, AI, and aerospace, contrasting with previous cycles reliant on real estate and infrastructure [7]. - Policy support includes a joint plan from eight departments to stabilize growth in the non-ferrous metal industry, enhancing resource security and promoting digital upgrades [7]. Group 5: Future Outlook - Analysts predict that the non-ferrous metal sector is entering a new cycle driven by supply-demand balance, with expectations for further advancements in the bull market by 2026 [7][8]. - The non-ferrous leader ETF and its associated funds provide comprehensive exposure to various metals, making them suitable for risk diversification in investment portfolios [8].