有色金属ETF天弘（159157）昨日换手率同标的第一，规模再创上市以来新高

Group 1 - The core viewpoint of the news highlights the positive performance of the non-ferrous metal sector, particularly the Tianhong Non-Ferrous Metal ETF, which has seen significant inflows and growth in assets since its launch [1][3] - The Tianhong Non-Ferrous Metal ETF (159157) has recorded a cumulative net inflow of 424 million yuan since its inception, with the latest fund size reaching 1.468 billion yuan, marking a new high [1] - The index tracked by the Tianhong ETF allocates over 10% to the rare earth sector, which is considered a strategic resource for the country, indicating its growing importance in the context of US-China trade negotiations [1] Group 2 - Recent reports indicate that the Federal Reserve has signaled a dovish stance, while US manufacturing activity unexpectedly expanded at its fastest pace since 2022, boosting demand expectations for industrial metals [2] - The announcement of a $12 billion strategic reserve for critical minerals by Trump has further strengthened market premium expectations for copper and other strategic resources [2] - Long-term demand for copper and aluminum is expected to be driven by AI computing center construction and global grid investments, despite short-term market fluctuations [2]