美联储年内降息预期迅速升温，有色ETF银华（159871）盘中涨近2%，机构：关注企稳后的有色金属布局机会

Group 1 - The core viewpoint of the news highlights the mixed performance of major indices, with the non-ferrous metals sector showing strength, particularly the CSI Non-Ferrous Metals Index which rose by 1.85% [1] - Notable stocks within the non-ferrous metals sector include Xiamen Tungsten, which increased by over 5%, and Guocheng Mining, which rose by over 4% [1] - The Silverhua Non-Ferrous ETF (159871) closely tracks the CSI Non-Ferrous Metals Index and has seen a significant increase in its circulating shares by over 305% year-to-date, with a current circulating scale of 948 million yuan [1] Group 2 - Retail sales in the U.S. showed no growth in December, significantly missing expectations, which has led to increased speculation about potential interest rate cuts by the Federal Reserve [2] - The decline in retail sales is attributed to rising living costs and import tariffs, indicating consumer fatigue [2] - Analysts suggest that the current market conditions may create opportunities in the non-ferrous metals sector, particularly in rare earths, as supply and demand remain tight [2]