特朗普欲借AI定价关键矿产！首批聚焦锗、镓、锑、钨！有色ETF（159876）盘中拉升2%，获资金净申购780万份

Group 1 - The non-ferrous metal sector continues to show strong performance, with the popular ETF for non-ferrous metals (159876) rising by 3.18% yesterday and an additional 2.14% today, recovering the 20-day moving average [1] - As of the report, the non-ferrous ETF (159876) has seen a net subscription of 7.8 million units, with a net inflow of 7.01 million yuan yesterday [1] - Key stocks in the sector, such as Northern Rare Earth and Shenghe Resources, have shown significant gains, with Northern Rare Earth rising over 5% and Shenghe Resources over 4% [3] Group 2 - In the strategic minor metals sector, there are positive developments as the U.S. aims to attract allies and protect domestic mining companies by focusing on key minerals like germanium, gallium, antimony, and tungsten [4] - Citigroup has a bullish short-term outlook on copper prices, predicting they will reach $14,000 per ton in the next three months, with an average price forecast of $13,000 per ton by 2026 [5] - UBS expects gold prices to reach $6,200 per ounce in the coming months, driven by the same key factors that have supported its strong rise over the past year [5] Group 3 - The non-ferrous ETF from Huabao (159876) and its linked funds comprehensively cover industries such as copper, aluminum, gold, rare earths, and lithium, allowing for better capture of the sector's beta performance [6] - The ETF serves as an efficient tool for investors looking to gain exposure to the non-ferrous metal sector, being a financing and margin trading target [6] - The market outlook suggests that as it enters 2026, the non-ferrous metal sector may experience a dual increase in profitability and valuation, driven by domestic demand and a strong cyclical nature [5]