金价再创历史新高！特朗普再挥关税大棒，欧洲8国集体反击！有色ETF华宝（159876）单日吸金1亿元

Core Insights - International gold and silver prices reached historical highs, with spot gold rising over 1% to $4649 and spot silver touching $94, up 4.4% in a single day [1][9] - The U.S. is imposing a 10% tariff on goods from Denmark, Norway, Sweden, and other countries starting February 1, due to their opposition to U.S. control over Greenland, while the EU is considering tariffs on $93 billion worth of U.S. goods [1][9] - Analysts at Xiangcai Securities suggest that the U.S. faces recession pressures, high sovereign debt, long-term trade deficits, and severe industrial hollowing, which are undermining the credibility of the U.S. dollar, leading to increased interest in gold as a global asset [1][9] Market Performance - The Huabao ETF (159876) continued its upward trend, reaching a peak of 0.62% intraday and currently up 0.53%, with a net subscription of 63 million units, reflecting strong investor interest in the non-ferrous metals sector [1][9] - Over the past 10 days, the ETF has attracted a total of 571 million yuan, indicating a positive outlook for the non-ferrous metals sector [1][9] Stock Performance - Xiamen Tungsten Industry led the gains with over 5% increase, followed by Baowu Magnesium, Shanjin International, and Tianshan Aluminum, all rising over 4% [3][11] - Notable weight stocks include Northern Rare Earth, which rose over 2%, and Shandong Gold, which increased by over 1% [3][11] ETF Details - As of January 16, the Huabao ETF (159876) reached a record size of 1.537 billion yuan, making it the largest ETF tracking the CSI Non-Ferrous Metals Index [12][11] - The ETF covers a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture various market cycles [14][6]