稀有金属概念股走低，相关ETF跌约2%

Group 1 - Rare metal concept stocks declined, with Northern Rare Earth, Luoyang Molybdenum, China Rare Earth, and Xiamen Tungsten all falling over 2% [1] - The ETF tracking the CSI Rare Metals Theme Index dropped approximately 2% [1] Group 2 - The CSI Rare Metals Theme Index selects no more than 50 listed companies involved in the mining, smelting, and processing of rare metals to reflect the overall performance of rare metal theme stocks [2] - Despite rising geopolitical tensions, some brokerages suggest that global supply-demand improvements and low inventory levels may further boost small metal prices, enhancing corporate profitability and growth potential, while highlighting the significant valuation appeal of industry leaders [2]