ETF盘中资讯|回调原因或已找到!有色ETF华宝(159876)获净申购2160万份,机构:美联储降息通道下,有色还有上涨动力!
Sou Hu Cai Jing·2025-12-25 06:17

Group 1 - The core viewpoint of the article indicates that the recent drop in initial jobless claims in the U.S. has reduced the probability of a Federal Reserve rate cut in January, impacting the performance of the non-ferrous metals sector [1][3] - The non-ferrous metals sector is experiencing volatility, with the largest non-ferrous ETF, Huabao (159876), seeing a price drop of nearly 2% before recovering to a decline of 1.14% [1] - Despite the current pullback, Huabao ETF has attracted significant capital inflows, with a net subscription of 21.6 million units and 9.81 million yuan in inflows yesterday, indicating potential for future investment opportunities [1][3] Group 2 - The U.S. Department of Labor reported that initial jobless claims fell to 214,000, below the expected 224,000, suggesting a resilient labor market [3] - Analysts from CITIC Construction Investment suggest that as long as the Federal Reserve remains in a rate-cutting cycle, there will be upward momentum for non-ferrous metal prices [3] - The current non-ferrous metal market is driven by multiple factors, including global capital expenditure cycles, manufacturing recovery, and improved domestic macroeconomic expectations, indicating a potentially sustained trend beyond market expectations [3] Group 3 - Different non-ferrous metals exhibit varying degrees of market performance, and a diversified investment approach through comprehensive ETFs like Huabao (159876) is recommended to mitigate risks [3]

ETF盘中资讯|回调原因或已找到!有色ETF华宝(159876)获净申购2160万份,机构:美联储降息通道下,有色还有上涨动力! - Reportify