有色ETF鹏华(159880)涨超3.3%，贵金属强势反弹

Group 1 - The spot gold has rebounded after a correction, with an intraday increase of 4%, reaching $4844.07 per ounce [1] - Huajin Securities indicates that the cyclical sectors, such as non-ferrous metals, which have seen significant gains recently, are experiencing short-term adjustment pressure, but this is unlikely to be sustained [1] - The recent rise in demand for strategic resource reserves and AI-driven demand, combined with a decline in US dollar credit, suggests that non-ferrous metals will face challenges in maintaining adjustments [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the National Non-Ferrous Metals Industry Index (399395) account for 49.87% of the index, including Zijin Mining, Luoyang Molybdenum, Northern Rare Earth, and others [2] - The non-ferrous ETF Penghua (159880) closely tracks the National Non-Ferrous Metals Industry Index, which reflects the overall performance of listed companies in the non-ferrous metals sector [1][2]