LME铜价重返1万美元关口，有色ETF基金(159880)连续7天获资金净流入

Group 1 - LME copper prices have returned to the psychological threshold of $10,000 per ton due to rising expectations of interest rate cuts by the Federal Reserve and ongoing tight global supply conditions [1] - This price breakthrough is seen as a realization of previous trading expectations, with the market shifting towards a new phase characterized by a price surge driven by both financial and commodity attributes, benefiting resource stocks through profit and valuation recovery [1] - International spot gold prices reached a historic high, briefly surpassing $3,500 per ounce [1] Group 2 - As of September 3, 2025, the National Securities Nonferrous Metals Industry Index (399395) showed mixed performance among its constituent stocks, with Dongyangguang leading at a 5.82% increase, followed by Jiangxi Copper at 1.86% and Zhongjin Gold at 1.63% [3] - The Nonferrous ETF Fund (159880) has seen continuous net inflows over the past week, with a maximum single-day net inflow of 31.8753 million yuan, totaling 108 million yuan, averaging a daily net inflow of 15.4082 million yuan [3] - The Nonferrous ETF Fund closely tracks the National Securities Nonferrous Metals Industry Index, which selects 50 prominent securities in the nonferrous metals sector based on size and liquidity, reflecting the overall performance of listed companies in this industry [3] Group 3 - As of August 29, 2025, the top ten weighted stocks in the National Securities Nonferrous Metals Industry Index (399395) accounted for 50.35% of the index, including Zijin Mining, Northern Rare Earth, and Luoyang Molybdenum [4] - The Nonferrous ETF Fund includes various share classes, such as the onshore connection A: 021296, connection C: 021297, and connection I: 022886 [4]