午后逆市大反转！稀土概念提振，数亿巨资加仓，有色龙头ETF（159876）盘中涨超4%

Group 1 - The core viewpoint of the articles highlights a strong rebound in the non-ferrous metals sector, driven by price increases announced by two major rare earth companies, resulting in over 17 billion yuan of net inflow from institutional investors [1] - The non-ferrous metals sector ETF (159876) saw a price increase of over 4%, with real-time transaction volume exceeding 110 million yuan, indicating high trading activity [1] - The non-ferrous metals ETF (159876) has attracted 258 million yuan in the last three trading days, reaching a record high fund size of 584 million yuan, making it the largest ETF product in its index [1] Group 2 - China holds a leading position in the rare earth sector, with a projected mining share of 61% of global output in 2024, and over 90% of the refining process concentrated in China [1] - The non-ferrous metals industry maintains a high level of prosperity, with precious metals influenced by factors such as Federal Reserve interest rate cuts, geopolitical conflicts, and tariff policies, leading to international gold prices surpassing 4,000 USD [1] - Industrial metals like copper and aluminum are experiencing price increases due to supply constraints from Indonesian mine shutdowns and a weak dollar environment, while rare earth prices remain strong due to tightening export control policies [1] Group 3 - Different non-ferrous metals exhibit varying degrees of prosperity, rhythm, and driving factors, leading to inevitable differentiation within the sector [2] - A diversified investment approach through the non-ferrous metals ETF (159876) and its linked fund (017140) allows for better risk management across the entire sector, as it passively tracks the CSI Non-Ferrous Metals Index with significant weightings in copper, gold, aluminum, rare earths, and lithium [2]