Core Viewpoint - The non-ferrous metal sector shows resilience, with the Non-Ferrous Metal Leader ETF (159876) experiencing a price increase of 1.11% and a net subscription of 54.6 million units, indicating strong investor confidence in the sector's future performance [1][5]. Fund Performance - The Non-Ferrous Metal Leader ETF (159876) has seen a total net inflow of 54.3 million yuan over the past two days and a cumulative inflow of 243 million yuan over the last 20 days, reflecting growing investor interest [1][5]. - As of December 9, the latest scale of the ETF reached 748 million yuan, making it the largest ETF tracking the same index in the market [1]. Sector Highlights - Yunnan Zinc Industry, the leading company in the domestic germanium industry, surged over 6% due to its focus on low-orbit satellite network demands [3]. - Lithium battery sector leader Shengxin Lithium Energy rose nearly 6%, benefiting from the strong performance of lithium battery stocks [3][5]. - Gold stocks also performed well, with Shanjin International increasing by over 3% and Sichuan Gold rising by more than 2% [3]. Market Trends - The Federal Reserve is expected to announce a 25 basis point rate cut, with an 87.6% probability, which could provide upward momentum for non-ferrous metal prices [4]. - The lithium battery sector is projected to see a month-on-month production increase of 2.3%, indicating a positive outlook for the industry [5]. - Non-ferrous metals are becoming core assets for long-term investment due to supply-demand rigidity, policy benefits, and safe-haven attributes amid global economic fluctuations [5]. Investment Strategy - The Non-Ferrous Metal Leader ETF (159876) offers comprehensive coverage of various metals, including copper, aluminum, gold, rare earths, and lithium, making it suitable for risk diversification in investment portfolios [6].
今夜!美联储降息无悬念?有色龙头ETF(159876)逆市劲涨1%受资金追捧,全天获净申购5460万份!
Sou Hu Cai Jing·2025-12-10 11:37