单日大涨8%！场内这只唯一的工业有色ETF值得关注

Core Viewpoint - The market experienced a strong opening on October 9, with the Shanghai Composite Index surpassing 3900 points, reaching a ten-year high, driven by significant gains in the rare earth, nuclear fusion, and copper sectors. Group 1: Market Performance - The Shanghai Composite Index broke through 3900 points, marking a ten-year high [1] - The rare earth sector surged by 7.97%, while the copper industry rose by 6.54% [1] - The industrial non-ferrous index saw a daily increase of 8.35% [2] Group 2: Key Indices and Trends - The CSI Industrial Non-Ferrous Metals Theme Index (H11059.CSI) includes significant resources such as copper (31.72%), aluminum (19.23%), and rare earths (18.13%) [2] - The index has recently surpassed previous highs, indicating an upward trend in the market [3] Group 3: Positive Factors for Investment - Demand is expected to rise due to the Federal Reserve's interest rate cuts, which weaken the dollar and boost demand for industrial metals like copper and aluminum [4] - Supply disruptions, particularly from the Grasberg copper mine, are anticipated to create a significant supply gap, with an estimated loss of nearly 600,000 tons of copper by the end of 2026 [6][7] - Recent price increases for copper, with LME prices reaching $10,800 per ton, are attributed to reduced supply from major copper-producing countries [9] - Domestic "anti-involution" policies are expected to limit new capacity and phase out outdated production, potentially improving profit margins in the smelting sector and driving industry value reassessment [11]