12月1日大盘简评

Group 1 - A-shares experienced a rebound with the Shanghai Composite Index rising by 0.65% to 3914.01 points and the Shenzhen Component Index increasing by 1.25% to 13146.72 points, indicating improved market activity and a potential phase of stabilization after recent adjustments [1] - The non-ferrous metals sector showed strong performance, with silver and copper reaching historical highs, supported by the Federal Reserve's interest rate cut cycle and increased global liquidity, alongside investments in new energy and power grids [1] - The gaming ETF saw a recovery, rising by 1.64%, following the National Press and Publication Administration's approval of 184 domestic online game licenses in November, marking a record high for the year [1] Group 2 - The gold sector continued its upward trend, supported by heightened expectations for interest rate cuts by the Federal Reserve, which have risen to over 80%, alongside geopolitical uncertainties that enhance gold's safe-haven appeal [2] - The combination of the Fed's rate cut cycle, increasing global uncertainties, and trends towards de-dollarization is expected to provide ongoing support for gold prices, prompting interest in gold ETFs and stocks [2]