Group 1 - The core viewpoint of the news highlights the recent performance of the non-ferrous metal sector, particularly the non-ferrous metal leader ETF (159876), which experienced a market pullback but has shown signs of an upward trend in recent days [1][6] - The ETF's component stocks showed mixed performance, with notable gains from Huaxi Nonferrous, Yongxing Materials, and Hunan Gold, while companies like Western Superconducting and China Rare Earth faced declines [1][6] - The overall market sentiment is influenced by expectations of potential interest rate cuts by the Federal Reserve, which could positively impact non-ferrous metal prices [3] Group 2 - According to CITIC Securities, supply tightness is expected to drive prices of copper and cobalt higher, while lithium prices may benefit from unexpected demand in energy storage [3] - The non-ferrous metal leader ETF (159876) and its linked funds are designed to track the CSI Non-Ferrous Metal Index, which includes a diversified portfolio of metals such as copper, gold, aluminum, rare earths, and lithium, helping to mitigate investment risks [6] - As of October 30, the non-ferrous metal leader ETF (159876) had a total scale of 523 million yuan, making it the largest among three similar products [6]
倒车接人?有色龙头ETF随市回调2%!机构:美联储本轮仍有3次降息空间,大宗商品热度有望延续!
Xin Lang Ji Jin·2025-10-31 05:40