有色60ETF（159881）涨超1.3%，市场关注行业供需与战略价值

Group 1 - The non-ferrous metals industry is expected to face multiple opportunities by 2026 due to a sustained global liquidity easing environment, coupled with demand growth driven by artificial intelligence and high-end equipment manufacturing, which may lead to a revaluation of non-ferrous metal prices [1] - Geopolitical factors are causing an increase in security premiums, with countries elevating the strategic importance of critical minerals, further enhancing the strategic value of resource products [1] - In the precious metals sector, the combination of a loose monetary environment, widening cracks in US dollar credit, and high debt pressure makes gold prices likely to rise but difficult to fall [1] Group 2 - For industrial metals, the expected recovery in the Producer Price Index (PPI) is likely to improve actual interest rates for enterprises, potentially driving inventory replenishment and investment demand, while policies and the development of new productive forces will support the resilience of metal demand in manufacturing [1] - Overall, the non-ferrous metals industry has upward potential in prices and valuations driven by multiple factors including liquidity, industrial upgrades, and strategic reserves [1] - The Non-Ferrous 60 ETF (159881) tracks the CSI Non-Ferrous Index (930708), which selects listed companies involved in the mining, smelting, and processing of non-ferrous metals from the A-share market, covering sectors such as copper, gold, aluminum, rare earths, and lithium [1]