铜铝双引擎驱动长期逻辑，大成有色ETF(159980.SZ)连续4日获资金净流入，跟踪指数配置价值凸显！

Group 1 - The core viewpoint is that the Dachen Nonferrous ETF (159980.SZ) is experiencing significant inflows and reaching new highs in share volume, indicating strong investor interest in nonferrous metals [1][2] - The IMCI index, which the Dachen Nonferrous ETF tracks, shows strong medium to long-term allocation value, driven by the supply-demand fundamentals of copper and aluminum [2][5] Group 2 - Copper is facing a structural supply shortage due to declining ore grades, insufficient capital expenditure, and production disruptions, while demand is bolstered by new technologies and AI, leading to an annual demand increase of nearly 1 million tons [3] - Aluminum demand is surging due to the global data center construction boom, with projected capacity needs tripling by 2030, significantly increasing aluminum requirements for cooling systems and power facilities [4] - The IMCI index focuses on copper and aluminum, which together account for approximately 65% of its weight, benefiting from rigid supply and new demand dynamics [5]