美联储12月降息预期强化,矿业ETF(561330)涨超1.4%,把握年内涨超有色的矿业ETF布局机会
Sou Hu Cai Jing·2025-12-04 01:52

Core Points - The expectation for a Federal Reserve interest rate cut in December has strengthened, with a nearly 90% probability of a 25 basis point reduction [1] - The U.S. labor market has shown a greater-than-expected cooling, with November ADP employment numbers decreasing by 32,000, marking the largest decline since March 2023 [1] - The mining ETF (561330) has risen over 1.4%, reflecting positive market sentiment towards the mining sector [1] Mining Sector Analysis - The mining ETF (561330) tracks the non-ferrous metals index (931892), which includes companies involved in the development of copper, aluminum, lead, zinc, and rare metals [1] - As of December 4, 2025, the mining ETF (561330) has outperformed the CSI Non-Ferrous Index by over 10%, indicating a more concentrated leadership and a higher proportion of "gold, copper, and rare earths" [1]