有色60ETF（159881）涨超2.5%，资源品投资机遇凸显

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] - For precious metals, factors like monetary easing, expanding credit cracks in the US dollar, and ongoing high debt levels are contributing to a situation where gold prices are likely to rise but face challenges in declining [1] Group 2 - 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, covering sectors such as copper, gold, aluminum, rare earths, and lithium [1] - The constituent stocks of the index have a large average market capitalization, providing good liquidity and representativeness, with a balanced industry distribution [1]