见证历史!金银铜再创历史新高,有色50ETF(159652)高开宽幅震荡,资金盘中无惧涌入近3000万元,融资余额回升!新高之后,金铜后市怎么看?
Sou Hu Cai Jing·2025-12-24 03:34

Group 1 - The A-share market showed a mixed performance on December 24, with the non-ferrous sector experiencing significant fluctuations, particularly the Non-Ferrous 50 ETF (159652), which saw a peak increase of over 1.5% before stabilizing at a 0.19% gain [1] - Prices for copper, gold, and lithium surged, leading to a substantial inflow of funds into the non-ferrous sector, with the Non-Ferrous 50 ETF recording a net subscription of 18 million shares, amounting to over 29 million yuan [1] - The Non-Ferrous 50 ETF's latest scale exceeded 3.7 billion yuan, indicating a strong interest in the sector, with a notable increase in financing balance [1] Group 2 - The top ten constituent stocks of the Non-Ferrous 50 ETF include companies like Changqing Mining, which rose by 0.19%, and Huayou Cobalt, which increased by 1.9%, while others like Zhongjin Gold and Northern Rare Earth experienced declines [2] - Gold and silver prices reached historical highs, with COMEX gold futures surpassing $4,510 and silver futures exceeding $71.79 per ounce, marking a significant increase in precious metals [3] - The copper market continued its upward trend, with LME copper prices reaching $12,055 per ton, reflecting a 1.09% increase, while domestic copper prices also rose [3] Group 3 - The outlook for precious metals remains positive, with expectations of continued price increases driven by central bank gold purchases and a weakening dollar, alongside geopolitical risks [5] - The copper market is expected to maintain strong pricing due to supply vulnerabilities and robust demand from sectors like electric grids and AI, with long-term processing fees for copper contracts being set lower than previous years [6] - The Non-Ferrous 50 ETF is positioned to benefit from a comprehensive exposure to various metal sectors, including gold, copper, aluminum, lithium, and rare earths, capitalizing on the ongoing super cycle in non-ferrous metals [6][8]