Xin Lang Ji Jin·2025-11-19 05:20Core Viewpoint - The active performance of the Nonferrous Metal Industry Leader ETF (159876) indicates strong market interest and investment in the sector, with significant capital inflow over the past three days totaling 196 million yuan, reflecting optimism about future market conditions [1][3]. Group 1: ETF Performance - The Nonferrous Metal Industry Leader ETF (159876) saw an intraday increase of 2.03% and is currently up by 0.79% [1]. - The ETF has attracted a total of 196 million yuan in capital over the last three days, suggesting that large investors are actively entering the market [1]. Group 2: Component Stocks - Key component stocks include Tianqi Lithium, which rose over 4%, and Ganfeng Lithium and Xingye Silver, which both increased by more than 3% [3]. - Other notable stocks such as Zhongjin Gold and Zijin Mining also saw gains exceeding 2%, indicating a broad-based rally among leading companies in the sector [3]. Group 3: Market Drivers - Lithium prices are experiencing upward momentum, with the main futures contract for lithium carbonate breaking the 100,000 yuan mark, reflecting a nearly 6% increase and reaching a new high since June 2024 [4]. - Gold is expected to see a valuation increase due to liquidity resonance and a trend towards de-dollarization, with potential for prices to exceed 5,000 USD per ounce if current trends continue [4]. - Demand for copper is projected to rise significantly, driven by increased capital expenditure in AI by major tech companies, with expectations that global demand for copper in the new energy sector will reach 18% by 2025 [4]. Group 4: Investment Strategy - The Nonferrous Metal Industry Leader ETF and its linked funds provide comprehensive coverage across various metals, including copper, aluminum, gold, rare earths, and lithium, making it a suitable option for diversifying risk within investment portfolios [5].