Group 1 - The core viewpoint of the articles highlights the strong performance of precious metals and the overall bullish sentiment in the non-ferrous metals market, driven by various factors including geopolitical uncertainties and supply-demand dynamics [1][2] - As of January 29, the London spot gold price approached $5,600 per ounce, marking a historical high, while silver prices also saw significant fluctuations, contributing to the upward trend in domestic gold and silver prices [1] - The aluminum price surged to a record high of 25,640 yuan per ton, with a daily increase of 1,395 yuan, reflecting a 5.75% rise, driven by supply chain concerns due to geopolitical tensions and a tight balance in global electrolytic aluminum supply [1][2] Group 2 - The increase in precious metal prices is supported by the U.S. Federal Reserve's decision to maintain interest rates, which has bolstered safe-haven demand amid geopolitical uncertainties [2] - Analysts from Huaxi Securities express an optimistic outlook for gold prices, predicting potential increases of 7%, 23%, and 34% by 2026 under neutral scenarios, influenced by factors such as Fed rate cuts and geopolitical risks [2] - The non-ferrous metals ETF (516650) closely tracks a series of sub-indices, selecting 50 liquid stocks from major companies in the sector, with top holdings including Shandong Gold and Zhongjin Gold [2]
黄金创历史新高,铝价单日飙涨近6%,有色金属ETF基金(516650)最高涨超4%!
Jin Rong Jie·2026-01-29 07:28