Group 1 - The core viewpoint of the article highlights a significant inflow of funds into the non-ferrous metal sector, particularly through the leading non-ferrous metal ETF (159876), which has seen a net subscription of over 11 million units as of December 12 [1] - The non-ferrous metal sector has attracted a cumulative inflow of 371 million yuan over the past 20 trading days, indicating strong investor confidence in the future performance of this sector [1] - The macroeconomic context includes the Federal Reserve's interest rate cuts, which are expected to provide upward momentum for non-ferrous metal prices, as indicated by Citic Securities [1] Group 2 - The leading non-ferrous metal ETF (159876) and its linked fund (017140) cover a broad index that includes copper, aluminum, gold, rare earths, and lithium, allowing for risk diversification compared to investing in single metal sectors [1] - As of December 11, the leading non-ferrous metal ETF (159876) has a latest scale of 835 million yuan, making it the largest ETF among three products tracking the same index in the market [1] - Oriental Securities suggests that during the Federal Reserve's rate-cutting cycle, even small supply-demand gaps in physical assets could lead to significant price elasticity, indicating a potential super cycle for industrial metals like copper and aluminum [1]
大幅高开领涨A股,资金连日抢筹,有色龙头ETF(159876)20天吸金超3.7亿元
Sou Hu Cai Jing·2025-12-12 02:03