Core Viewpoint - The non-ferrous metal sector is experiencing significant growth, with the popular ETF, Huabao Non-Ferrous ETF (159876), hitting a new historical high and attracting substantial capital inflow [1][4]. Group 1: Market Performance - The Huabao Non-Ferrous ETF has seen a price increase of 3.23%, marking a five-day consecutive rise [1]. - The ETF has attracted a net subscription of 38.4 million units, accumulating a total of 440 million yuan over the past ten days [1]. - Key stocks in the non-ferrous metal sector, such as Huaxi Non-Ferrous and Hunan Silver, have surged over 7%, indicating strong market performance [6]. Group 2: Sector Analysis - The non-ferrous metal sector is driven by multiple factors, including global capital expenditure cycles, manufacturing recovery, and improved domestic macroeconomic expectations [4]. - Analysts predict a bull market for the non-ferrous metal industry by 2026, driven by monetary, demand, and supply factors [4]. - The demand for strategic metals like tungsten, molybdenum, and rare earths is expected to rise due to technological revolutions and global resource supply security concerns [3]. Group 3: Investment Opportunities - The current market conditions suggest a potential "super cycle" for non-ferrous metals, influenced by the AI technology revolution and the reshaping of global order [3][5]. - The Huabao Non-Ferrous ETF covers a wide range of sectors, including precious metals, strategic metals, and industrial metals, allowing investors to capture the overall sector's beta performance [7].
ETF盘中资讯|有色逆市狂飙!资金积极抢筹!有色ETF华宝(159876)盘中猛拉3%,冲击5连涨!此前10日狂揽4.4亿元!
Sou Hu Cai Jing·2026-01-15 02:56