受国际关系影响，有色金属价格有望延续强势 | 投研报告

Group 1 - The core viewpoint indicates that the non-ferrous materials sector has underperformed compared to the broader market, with a notable decline in various sub-sectors such as rare earths and gold [2][4] - COMEX gold futures closed at $3363.20 per ounce, down $69.4 per ounce, a decrease of 2%, while COMEX silver futures fell to $35.78 per ounce, down $0.5 per ounce, a decline of 1.38% [3][4] - Industrial metals showed slight price increases, with LME copper settling at $9945 per ton, reflecting a weekly increase of 3% [3][4] Group 2 - The non-ferrous materials sector saw a decline of 3.3%, with rare earths down 6.02% and gold down 5.34%, while aluminum remained stable [2][4] - Prices for various industrial metals, including LME aluminum and zinc, experienced weekly increases of 1.8% and 2%, respectively, while LME nickel saw a decrease of 1.34% [3][4] - The price of lithium carbonate and lithium hydroxide continued to decline, with lithium hydroxide prices dropping below 60,000 per ton, indicating potential losses for companies without cost advantages [3][4]