有色金属板块供需偏紧格局难改，多重因素重塑行业格局，有色金属ETF(159871)最高涨近4%！

Group 1 - The core viewpoint of the articles indicates a recovery in the non-ferrous metals sector, with significant movements in gold and silver prices driving market sentiment [1][2] - The China Securities Nonferrous Index experienced a decline of 0.54%, while individual stocks such as Zhong Rare Metals rose over 8%, and others like Guocheng Mining and Yunnan Zinc Industry increased by more than 4% [1] - The Nonferrous Metals ETF (159871) saw an increase of 2.56%, with a peak rise of nearly 4% during the morning session, achieving a trading volume of 1.09 billion yuan and a turnover rate of 10.42% [1] Group 2 - Gold and silver prices showed significant fluctuations, with spot gold reaching a maximum increase of over 4%, hitting 4,850 USD per ounce, and spot silver rising by as much as 7% [1] - Citigroup holds a cautious short-term outlook on gold and silver, while JPMorgan remains bullish, predicting gold prices to reach 6,300 USD per ounce by the end of 2026, supported by central bank and investor demand [2] - The overall long-term trend for the non-ferrous metals sector remains positive, with recommendations to focus on the Nonferrous Metals ETF (159871) to capture structural opportunities [2]