有色ETF汇添富（159652）标的指数成分股多数冲高，北方稀土涨超5%，紫金矿业、兴业银锡涨超4%，洛阳钼业、中金黄金等涨超2%，华友钴业、中国铝 业等微涨。 【有色ETF汇添富（159652）标的指数前十大成分股】 | 序号 | 代码 | 名标 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 601899 | 崇舍矿业 | 有色金属 | 4.52% | 14.74% | | 2 | 603993 | 洛阳镇小 | 有色全属 | 2.27% | 7.77% | | 3 | 600111 | 北方稀土 | 有色全居 | 5.57% | 5.10% | | র্ব | 603799 | 华友钻业 | 有色全属 | 0.78% | 4.53% | | ਟ | 601600 | 中国铝业 | 有色全属 | 0.85% | 4.14% | | 6 | 600489 | 中金黄金 | 有色全属 | 2.47% | 3.48% | | 7 | 600547 | 山东黄金 | 有色全居 | 1.49% | 3.37% | | 8 | 0 ...

Group 1 - The core logic of gold prices has shifted from short-term interest rate speculation to hedging against long-term dollar credit risks and the restructuring of the global monetary system [2] - The recent volatility in precious metals is expected to stabilize, with gold finding a bottom around 4400 USD for London gold and 1000 CNY for Shanghai gold [2] - The significant drop in precious metals prices is primarily driven by technical factors rather than fundamental deterioration, with strong macroeconomic support for gold prices remaining intact [3] Group 2 - The recent decline in tin prices is noted, with a week-on-week decrease of 15.81%, attributed to inventory depletion and ongoing supply issues from Indonesia and Myanmar [3] - The gold ETF from E Fund (159934) offers a convenient investment method for investors with securities accounts, allowing T+0 trading of gold [3]