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对铜加税意义不大？特朗普考虑对铜征收50%关税，有色龙头ETF（159876）一度下跌2%，资金或逢跌进场！
Xin Lang Ji Jin·2025-07-09 12:22

Group 1 - The core viewpoint of the news is the impact of Trump's announcement to impose a 50% tariff on copper imports, leading to a decline in the non-ferrous metals sector, particularly affecting major companies like Zijin Mining and Luoyang Molybdenum [1][3] - The non-ferrous metals index saw 55 out of 60 constituent stocks decline, with significant drops in key stocks such as Zijin Mining down over 4% and Luoyang Molybdenum down over 5% [1] - The non-ferrous leader ETF (159876) experienced a price drop of 1.66% but showed a premium rate of 0.23% at closing, indicating strong buying interest despite the market downturn [1] Group 2 - The non-ferrous metals index has shown a cumulative increase of 17.85% since its low point on April 8, outperforming major indices like the Shanghai Composite Index and CSI 300 [1] - Historical performance of the non-ferrous metals index over the past five years includes a peak increase of 35.89% in 2021 and a decline of 19.22% in 2022 [3] - Analysts suggest that the imposition of tariffs on copper may not significantly impact the market, as copper has properties similar to a general equivalent, and the supply chain could face disruptions [3] Group 3 - The long-term support factors for gold prices include central bank purchases, de-dollarization, and inflation risks, with expectations for gold prices to continue rising due to a weakening dollar and increased interest in rate cuts [4] - The investment outlook for the second half of 2025 is positive for gold, copper, and rare earths, with expectations for copper prices to rise due to constrained supply and resilient demand [4] - The valuation of the non-ferrous metals index is currently low, with a price-to-book ratio of 2.24, indicating a favorable investment opportunity [4] Group 4 - The non-ferrous leader ETF (159876) and its linked funds provide exposure to a diversified portfolio of metals, including copper, gold, aluminum, rare earths, and lithium, which helps mitigate investment risks [6]