黄金股票ETF（517400）上涨1.39%，地缘避险与降息预期支撑贵金属走强

Group 1: Precious Metals Market Insights - The report from Wenkang Securities highlights that strategic minor metals are experiencing price increases due to resource scarcity and growing demand from the downstream new energy sector, benefiting companies with resource and technological advantages [1] - Platinum prices have surged over 35% this year, leading to an increase in platinum jewelry stores and a decrease in gold outlets in the Shenzhen market [1] - Geopolitical uncertainties are driving up safe-haven demand, with expectations for continued increases in precious metal prices, particularly gold and silver [1] Group 2: Industrial Metals and Energy Metals - The Federal Reserve's decision to maintain the benchmark interest rate has resulted in stable industrial metal prices, with copper prices facing upward pressure due to tightening supply of copper concentrate [1] - Aluminum prices are impacted by supply chain vulnerabilities following an incident in Guinea's bauxite mines [1] - The Democratic Republic of Congo's extension of the temporary cobalt export ban is expected to support rising cobalt prices [1] Group 3: Strategic Metals Developments - Prices for praseodymium and neodymium oxides have rebounded from lows, while black tungsten concentrate prices have reached historical highs, indicating potential valuation reconstruction opportunities for strategic metals amid global supply chain autonomy pursuits [1]