智通财经网·2025-12-09 02:30Group 1 - The article highlights a significant decline in the prices of non-ferrous stocks, with Jiangxi Copper Co. falling by 6.57% to HKD 33.56, Luoyang Molybdenum Co. down 6.27% to HKD 17.93, China Aluminum Corporation decreasing by 4.73% to HKD 10.88, and Zijin Mining Group dropping 4.54% to HKD 32.4 [1] - Market expectations indicate that the Bank of Japan may adjust its interest rate hike pace, while the European Central Bank's executive Schnabel's hawkish remarks have led to increased market speculation about rate hikes next year [1] - Analysts suggest that the market has largely priced in the Federal Reserve's expected rate cut this week, but investors believe that the policy statement and Chairman Powell's comments may indicate a higher threshold for further rate cuts [1] Group 2 - Dongfang Securities previously noted 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]