矿业ETF（561330）近20日资金净流入超7亿元，商品冲击后有色板块趋稳

Group 1 - The core viewpoint is that resource commodities continue to face opportunities, with strategic value enhancement due to factors such as global liquidity boosting prices and increasing demand from technology sectors like AI and high-end manufacturing [1] - In the non-ferrous metals sector, geopolitical disturbances are elevating the strategic importance of key minerals, which is expected to lead to a revaluation of commodity prices [1] - Precious metals are likely to see price increases under conditions of monetary easing, expanding dollar credit cracks, and ongoing high debt levels, making gold prices more resilient [1] Group 2 - The mining ETF (561330) tracks the non-ferrous mining index (931892), which includes listed companies involved in the mining and processing of precious and base metals like gold, silver, copper, and aluminum [1] - The index's constituent stocks are primarily concentrated in resource-rich upstream companies, exhibiting significant cyclical characteristics and sensitivity to global commodity price fluctuations [1]