多重因素助推,金价突破4100美元!稀土、铜等亦有利好催化!有色龙头ETF近4日吸金2.97亿元!
Xin Lang Ji Jin·2025-10-14 03:15

Group 1 - International gold prices have been on a rapid upward trend since late August, with spot gold reaching a new high of $4089.85 per ounce on October 13, marking a year-to-date increase of over 55% [1] - The World Gold Council states that this year has seen the largest price increase since 1979, with historical data showing an average annual increase of approximately 10.21% since 2000 [1] - Multiple factors are driving the rise in gold prices, including geopolitical risks, rising safe-haven demand, and expectations of interest rate cuts by the Federal Reserve [1] Group 2 - Huaxi Securities anticipates further upside potential for gold stocks due to increasing global economic uncertainty and high fiscal deficits in multiple countries [2] - The rare earth and copper sectors are also expected to benefit from favorable catalysts, such as price increases announced by major rare earth companies and supply constraints in the copper market due to an accident at a major mine [2] - The non-ferrous metals industry is maintaining a high level of prosperity, with precious metals influenced by Federal Reserve policies and geopolitical tensions, while industrial metals like copper and aluminum are experiencing price increases due to supply constraints [2] Group 3 - The non-ferrous metal sector is seeing significant investment interest, with the non-ferrous leader ETF (159876) experiencing a strong performance and attracting substantial capital inflows [5] - The ETF has seen a net subscription of 3.6 million units recently, with a total capital inflow of 297 million yuan over the past four days, reaching a historical high in total assets [5] - Different non-ferrous metals are experiencing varied levels of demand and price movements, suggesting a diversified investment approach may be beneficial [6]