工业金属供需维持紧平衡，工业有色ETF60日“吸金”超34亿元，规模突破60亿元

Core Viewpoint - The global interest rate cut cycle has begun, coupled with the surge in AI investment driving physical demand, leading to a significant increase in market funds' allocation towards strategic resources [1] Group 1: Market Performance - As of December 2, the Industrial Nonferrous ETF (560860) has seen a year-to-date increase of 78.06% [1] - In the past 60 days, the ETF has attracted over 3.4 billion yuan in investments, with its latest scale reaching 6.167 billion yuan [1] - The scale of the ETF has grown nearly 17 times this year, indicating strong market interest [1] Group 2: Sector Composition - The Industrial Nonferrous ETF closely tracks the CSI Industrial Nonferrous Metals Theme Index, with the top three sectors being copper (31.06%), aluminum (22.44%), and rare earths (16.13%), collectively accounting for nearly 70% [1] - This ETF ranks first among all nonferrous metal indices tracked by ETFs in the market, making it the preferred tool for investors looking to allocate to core strategic resources [1]