有色60ETF(159881)涨超2.6%,有色板块跨年行情或将展开
Mei Ri Jing Ji Xin Wen·2025-12-01 03:49

Group 1 - The core viewpoint is that the copper market is expected to experience a year-end rally, making it a suitable time for investments in the non-ferrous metals sector [1] - Copper prices surged significantly due to Codelco, a Chilean state-owned copper company, offering historical high premiums to U.S. customers, which also boosted prices of gold, silver, and aluminum [1] - The mid-term supply-demand dynamics are tightening, and inflation expectations are rising, indicating that the copper market rally may begin in December [1] Group 2 - The Non-Ferrous 60 ETF (159881) tracks the CSI Non-Ferrous Index (930708), which selects representative stocks from the non-ferrous metals industry, covering sectors like copper, aluminum, lithium, and rare earths [1] - This index has a broad coverage and cyclical characteristics, making it suitable for investors interested in industrial metals and new energy materials [1]