关注有色60ETF（159881）投资机会，连续5日迎资金净流入，有色行情具备支撑

Group 1 - The core viewpoint of the article highlights that the non-ferrous metal market is experiencing a pullback, with the Non-Ferrous 60 ETF (159881) declining over 9% but still seeing net inflows for five consecutive days, indicating potential opportunities during this correction [1] - Huachuang Securities points out that factors such as interest rate cut expectations, the crisis of independence at the Federal Reserve, rising geopolitical tensions, and potential sell-offs of U.S. Treasuries are continuously catalyzing the precious metals market [1] - The demand for gold from central banks is providing strong support for gold prices, with the People's Bank of China having increased its gold holdings for 14 consecutive months, suggesting that both safe-haven and investment demand for gold may persist long-term, leading to a potential upward trend in prices [1] Group 2 - Silver is noted to be more susceptible to inventory squeeze crises and shifts in financial policy, with its price exhibiting greater elasticity due to the resonance of its industrial and financial attributes [1] - The company maintains a positive outlook on the electrolytic aluminum sector, expecting average industry profits to remain high, as companies are likely to have the ability and willingness to enhance shareholder returns due to low future capital expenditure intensity [1] - Although aluminum is entering a seasonal consumption lull, the long-term fundamentals and macro narrative remain unchanged, providing strong support for aluminum prices, with rigid supply expected in the coming years and a slow release of new projects [1]