Group 1 - The core viewpoint of the article highlights the strong performance of the non-ferrous metal sector, with the Huabao Non-Ferrous ETF (159876) reaching a new high since its listing, driven by significant capital inflows and positive market sentiment [1] - The non-ferrous metal sector is expected to benefit from macroeconomic trends, with three main themes projected to influence commodity fluctuations by 2026: green inflation, anti-involution, and a rate-cutting cycle [1] - Analysts remain optimistic about the super cycle of non-ferrous metals, which is likely to continue until 2026, depending on the recovery of the US dollar credit, strategic reserve progress, and the effectiveness of anti-involution policies [1] Group 2 - The Huabao Non-Ferrous ETF (159876) and its linked fund (017140) cover a wide range of metals including copper, aluminum, gold, rare earths, and lithium, providing a diversified investment option compared to single metal investments [2] - As of December 30, the Huabao Non-Ferrous ETF (159876) has a total size of 835 million yuan, making it the largest ETF tracking the same index among three similar products in the market [2]
有色再刷十年新高!有色ETF华宝(159876)盘中涨逾2.6%,资金加速涌入
Mei Ri Jing Ji Xin Wen·2025-12-31 02:55