港股有色板块受青睐，未来趋势怎么看？

Group 1 - The Hong Kong stock market's non-ferrous metal sector continues to rise, with a 2.55% increase on October 6, 2023, led by significant gains in companies like Tan Gold Mining (over 40%) and Shenglong International and Ximei Technology (over 25%) [1] - In September, investment advisory products increased their allocation to the non-ferrous metal industry, which ranked among the top sectors for net inflows of southbound funds. The overall allocation to the non-ferrous metal sector increased by 0.79%, while the banking sector saw a reduction of 0.75% [3] - Southbound funds maintained a net inflow of 188.5 billion HKD in September, with a cumulative net inflow of 1,167.5 billion HKD for the year as of September 30, 2025, marking a 145% increase compared to the entire year of 2024 [3][4] Group 2 - The top sectors for net inflows of southbound funds include electric equipment and new energy, comprehensive, retail, home appliances, and non-ferrous metals. The proportion of holdings in the non-ferrous metal sector within the Hong Kong stock selection for October has increased compared to September [4] - Future outlook indicates that AI technology and non-ferrous metals are two core themes for the Hong Kong stock market, with a focus on opportunities arising from rising copper prices due to supply constraints [4] - Reports highlight a recovery in LME copper and nickel spot settlement prices, with increases of 2.67% and 1.77% respectively from October 1 to October 3, 2023, suggesting a favorable market environment for AI-related technologies and cyclical commodities like gold and copper [4]