ETF盘中资讯｜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

Core Viewpoint - The non-ferrous metals sector continues to show strong performance, with significant inflows into related ETFs and notable gains in key stocks within the sector [1][3]. Group 1: ETF Performance - The non-ferrous ETF (159876) saw a price increase of 3.18% yesterday and an additional 2.14% today, recovering above the 20-day moving average [1]. - As of the latest update, the non-ferrous ETF has received a net subscription of 7.8 million units, with a net inflow of 7.01 million yuan yesterday [1]. Group 2: Stock Performance - Leading stocks in the rare earth sector performed exceptionally well, with North Rare Earth rising over 5%, Shenghe Resources up more than 4%, and both China Rare Earth and Zhong Rare Metals increasing over 3% [3]. - Yunnan Zinc Industry hit the daily limit, while Huaxi Nonferrous and Chihong Zinc & Germanium rose over 6%, leading the index's strong performance [3]. Group 3: Market Drivers - In the strategic metals sector, there are positive developments as the U.S. aims to establish transparent pricing for key minerals like germanium, gallium, antimony, and tungsten to attract allies and protect domestic mining companies [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 anticipates gold prices could reach $6,200 per ounce in the coming months, driven by persistent factors that have supported its strong performance over the past year [6]. Group 4: Future Outlook - According to Zhongyin Securities, entering 2026, the non-ferrous metals sector is expected to enter a second phase of a bull market driven by profit growth, with strong cyclical attributes likely to be realized [6]. - The comprehensive coverage of the non-ferrous ETF includes copper, aluminum, gold, rare earths, and lithium, allowing for better capture of the sector's beta trends across different economic cycles [7].