Group 1 - The core viewpoint of the article highlights a significant rise in non-ferrous metal stocks, driven by expectations of interest rate cuts by the Federal Reserve due to deteriorating employment data in the U.S. [1] - Zijin Mining (601899) saw an increase of 3.51%, trading at HKD 34.24, while China Hongqiao (01378) rose by 3.32% to HKD 32.4 [1] - Other notable increases include Lingbao Gold (03330) up 3.23% to HKD 18.56, Luoyang Molybdenum (603993) up 2.8% to HKD 18.36, and Jiangxi Copper (600362) up 2.57% to HKD 34.28 [1] Group 2 - The U.S. Labor Department reported an increase of 44,000 in initial jobless claims, reaching 236,000, marking the largest rise since March 2020 [1] - Major financial institutions like JPMorgan, Morgan Stanley, and Citigroup predict further interest rate cuts in January 2024 [1] - According to Guotai Junan Securities, global economic growth is expected to remain weak, with geopolitical tensions increasing supply chain risks, suggesting a potential super cycle for non-ferrous metals [1]

消息面上，美国就业市场数据恶化推高了美联储降息预期。据美国劳工部周四发布的数据，截至12月6 日当周，初请人数增加4.4万人至23.6万人，为2020年3月以来最大增幅，此前一周的申请人数为三年多 来的最低水平。当前市场主流预期仍指向明年初继续降息，摩根大通、摩根士丹利与花旗一致预测明年 1月将再次降息。 国金证券指出，2025年全球主要经济体的内外政策开始进入实质性调整与碰撞阶段，俄乌/中东等冲突 常态化、大国博弈纵深化，加大了全球供应链断裂风险——将"安全"置于"成本"之上，全球经济延续弱 增长态势。欧美开启了降息周期，但主要为应对经济放缓而非刺激繁荣，在此背景下，有色金属或迎来 超级大周期。 智通财经APP获悉，有色股普遍高开，截至发稿，紫金矿业(02899)涨3.51%，报34.24港元；中国宏桥 (01378)涨3.32%，报32.4港元；灵宝黄金(03330)涨3.23%，报18.56港元；洛阳钼业(03993)涨2.8%，报 18.36港元；江西铜业股份(00358)涨2.57%，报34.28港元。 ...