有色股跌幅居前 市场关注各国央行后续利率政策路径 有色金属全线承压

Group 1 - The article highlights a significant decline in the share prices of non-ferrous metal companies, with Jiangxi Copper down 6.57% to HKD 33.56, Luoyang Molybdenum down 6.27% to HKD 17.93, China Aluminum down 4.73% to HKD 10.88, and Zijin Mining down 4.54% to HKD 32.4 [1] - Market expectations are shifting regarding interest rate adjustments by central banks, with the Bank of Japan anticipated to change its rate hike pace, and the European Central Bank's hawkish comments influencing market predictions for rate hikes next year [1] - Analysts suggest that the current market has largely priced in the Federal Reserve's expected rate cuts this week, but there is a belief that the policy statement and comments from Chairman Powell may indicate a higher threshold for further rate cuts [1] Group 2 - Dongfang Securities previously indicated that the current rate cut cycle may signal the arrival of a super cycle for industrial metals, particularly copper and aluminum [1] - The firm is optimistic about the demand for copper driven by U.S. electricity investments by 2026, as well as the demand for aluminum spurred by energy storage and alternative needs [1] - The anticipated significant rise in industrial metal prices is expected to influence inflation expectations, leading to a recommendation to focus on the copper and aluminum sectors [1]