Sou Hu Cai Jing·2026-01-07 02:38Group 1 - The core viewpoint indicates a strong performance in the non-ferrous metals sector, with the index rising by 1.08% and notable increases in individual stocks such as Rare Earth (up 7.25%) and Huayou Cobalt (up 6.25%) [1] - The non-ferrous ETF fund has also shown positive momentum, increasing by 1.01% and achieving five consecutive days of gains, with the latest price at 2.11 yuan [1] - The Federal Reserve's internal disagreements regarding future interest rate cuts are highlighted, with differing opinions on the appropriate path forward, particularly in light of upcoming employment data [1] Group 2 - Guojin Securities notes that the gold market is driven by both cyclical and structural bull market factors, with expectations of continued demand for gold ETFs due to overseas interest rate cuts and concerns over the U.S. dollar's credit [2] - The silver market is expected to see a mid-term upward trend, supported by stable supply and growing industrial demand, particularly in photovoltaic and electrical electronics sectors [2] - The lithium industry is experiencing a downward trend in capacity growth following a peak in capital expenditure, but ongoing investment in global energy storage may improve supply-demand dynamics [2] Group 3 - As of December 31, 2025, the top ten weighted stocks in the non-ferrous metals industry index account for 51.65% of the index, with significant players including Zijin Mining and Ganfeng Lithium [3]