现货白银突破75美元关口，矿业ETF（561330）涨超2%

Group 1 - The core viewpoint of the news is that both silver and gold have reached historical highs, with silver surpassing $75 per ounce and gold exceeding $4500 per ounce, driven by various economic factors and market dynamics [3]. - The mining ETF (561330) has shown significant performance, with a year-to-date increase of over 100%, indicating strong investor interest and capital inflow [1][3]. - The upcoming events, such as the nomination of the Federal Reserve Chairman and adjustments to the Bloomberg Commodity Index, are expected to increase volatility in the silver market [3]. Group 2 - The U.S. labor statistics indicate a better-than-expected increase in non-farm employment, with November figures showing an increase of 64,000 jobs, surpassing the forecast of 45,000 [3]. - High levels of silver leasing rates in London suggest ongoing tightness in the physical silver market, which may lead to further price fluctuations [3]. - The structural demand for gold from emerging market central banks, driven by geopolitical tensions and the competition in AI and national power, is expected to support gold prices [8]. Group 3 - The mining ETF (561330) has a more concentrated exposure to leading companies, with the top ten constituents accounting for 55.71% of the index, compared to 47.56% for the broader index [9]. - The mining ETF's index has a higher proportion of gold, copper, and rare earths at 53.4%, compared to 49.5% in the broader index, enhancing its performance potential [12]. - Supply constraints in the mining sector are expected to support price increases for copper and cobalt, while lithium prices are anticipated to rise due to unexpected demand in energy storage [17].