“白银风暴”带动资金涌入，有色矿业ETF招商（159690）十日吸金超1.1亿元！机构：看好权益向商品修复

Group 1 - The core viewpoint of the articles highlights the significant rise in silver prices, with spot silver increasing by 7% to surpass $93 per ounce, marking a new historical high [1] - The surge in silver prices is driven by two main factors: lower-than-expected CPI data in the U.S. for December 2025, which has increased market bets on a potential interest rate cut by the Federal Reserve in March, and growing concerns about the independence and stability of the Fed's policies due to recent tensions between the U.S. government and the Fed [1] - As of January 14, the market capitalization of silver exceeded $5 trillion, making it the second most valuable asset globally, only behind gold, surpassing Nvidia [1] Group 2 - The non-ferrous metals sector has shown strong performance, with an annual increase of 94.73%, ranking first among the Shenwan primary industries [2] - The non-ferrous mining ETF (159690) tracking the CSI Non-Ferrous Metals Mining Index has achieved an annual growth rate of 104.84%, indicating better relative elasticity [2] - Historically, the non-ferrous mining index has demonstrated higher elasticity compared to mainstream non-ferrous metal theme indices, with a cumulative increase of 172.62% over the past decade and an annualized growth rate of 10.87% [2]