日本央行释放加息信号,市场谨慎情绪升温,有色金属ETF基金(516650)跌1.22%
Sou Hu Cai Jing·2025-12-02 03:28

Market Overview - On December 2, major indices collectively declined, with lithium battery and rare earth sectors leading the drop [1] - Precious metals such as gold, silver, and copper experienced price fluctuations, causing related ETFs to retreat [1] ETF Performance - As of 11:20, the following ETFs showed declines: - Huaxia Gold ETF (518850) down 0.18% - Gold Stock ETF (159562) down 1.06% - Non-ferrous Metals ETF (516650) down 1.22% [1] - Notable declines in individual stocks included: - Huaxi Nonferrous down 6.9% - Yahua Group, Tianqi Lithium, China Rare Earth, and Guocheng Mining also saw significant drops [1] Economic Indicators - The Bank of Japan's Governor Ueda Kazuo hinted at a potential interest rate hike, indicating possible actions in the December meeting [1] - The Caixin Manufacturing Purchasing Managers' Index (PMI) for November in China fell to 49.9, heightening market caution [1] Analyst Insights - FXStreet analyst Christian Borjon Valencia noted that tightening monetary policy, particularly from the Bank of Japan, and differing opinions within the Federal Open Market Committee (FOMC) pose risks to gold prices [1] - Despite these risks, market expectations for a Federal Reserve rate cut have increased, suggesting a potential upward trend for gold prices [1]