高层发声，打造稀土科技创新高地！美伊地缘扰动，现货黄金站上5050美元！有色ETF（159876）盘中拉升2%

Core Viewpoint - The non-ferrous metal sector is experiencing a resurgence, with the Huabao Non-Ferrous ETF (159876) seeing a price increase of over 2% during trading, currently up by 1.94% [1][9]. Market Performance - The Huabao Non-Ferrous ETF is currently priced at 1.156, with a trading volume of 987 and an average price of 1.148 [2][10]. - Key stocks in the sector include Xiamen Tungsten, which rose over 6%, and Guocheng Mining, which increased by over 5%. Other notable gainers include Bowei Alloy and Jinchuan Group, both up by over 4% [11][12]. Macroeconomic Factors - U.S. President Trump is applying pressure on Iran, with a second round of negotiations expected next week. He is considering deploying a U.S. aircraft carrier to the Middle East if negotiations fail, which may heighten geopolitical tensions and increase safe-haven demand, leading to a rise in spot gold prices, which have reached $5050 per ounce [3][12]. Industry Insights - Domestic authorities emphasize the need for rational development of rare earth resources and the advancement of key core technologies, aiming to establish a high ground for rare earth technology innovation and expand its applications in new energy and new materials [4][13]. - Huatai Securities notes that the recent rise in resource prices is driven by multiple factors, including global monetary easing and increased demand for copper, silver, and rare metals due to AI data center construction. The long-term macro logic for non-ferrous metals remains intact, with a positive outlook for the sector [4][13]. Investment Tools - The Huabao Non-Ferrous ETF and its linked funds cover a wide range of sectors including copper, aluminum, gold, rare earths, and lithium, providing a comprehensive approach to capturing the beta trends across different economic cycles. This ETF serves as an efficient tool for investors looking to gain exposure to the non-ferrous metal sector [5][14].