Market Performance - The A-share market experienced a nine-day rally, with the Shanghai Composite Index rising by 0.31% and the Shenzhen Component Index increasing by 0.03% [1] - The ChiNext Index fell by 0.32%, while the North China 50 Index rose by 0.11% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.4078 trillion yuan, a decrease of 57.8 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market declined [1] Sector Performance - Leading sectors included carbon fiber, diversified finance, brain-computer interfaces, non-ferrous metals, CPO, wind power equipment, commercial aerospace, and humanoid robots [1] - Underperforming sectors were food and beverage, retail, batteries, chemicals, and influenza [1] ETF Performance - The non-ferrous metal sector saw gains, with the Dachen Fund Non-Ferrous Metal ETF rising by 2.9% [1] - The oil and gas sector performed well, with the Penghua Fund Oil and Gas ETF and the Jingshun Great Wall Fund Oil and Gas ETF increasing by 2% and 1.92%, respectively [1] - The AI sector showed signs of recovery, with the Kexin AI ETF and the Kexin Artificial Intelligence ETF rising by 2% [1] - The commercial aerospace sector continued its upward trend, with the Satellite ETF from Yifangda increasing by 1.7% [1] Declining ETFs - High-premium Hong Kong stock ETFs saw significant declines, with the Hang Seng ETF for Hong Kong Stock Connect hitting the limit down and the Hong Kong Stock Connect 50 ETF dropping by 7% [1] - The latest premium/discount rates for these ETFs were 5% and 0.27%, respectively [1] - The Hong Kong innovative drug sector declined, with the Hang Seng Innovative Drug ETF falling by 2% and the Hong Kong Stock Connect Innovative Drug ETF decreasing by 1.7% [1] - Power stocks experienced a pullback, with the Green Power ETF and Power ETF both declining by 1.6% [1]

证券时报记者 李明珠 在全球经济格局重塑与产业变革浪潮的交织下，2025年以来，以有色金属为代表的周期板块强势崛起，成为资本 市场一道亮丽的风景线。临近年尾，全球贵金属市场再度迎来历史性行情。金银价格屡创新高，铜铝等工业金属 走势强劲，市场情绪持续高涨。与有色金属相关的基金产品，也纷纷迎来大涨。 Wind数据显示，截至12月28日，有色金属（申万）年内累计上涨93.94%，接近翻倍，在31个申万一级行业中位居 第一。展望2026年，多家基金经理观点均指向一个共识：周期板块，尤其是有色金属领域，正步入一个由"新质生 产力"的强势需求主导、供给长期受限、驱动因素多元化的牛市新格局。 有色主题基金走势抢眼 12月26日，国际金银价格同步创下历史新高，其中伦敦金现货最高触及4549.9美元/盎司，年内累计涨幅已超过 70%。白银表现更为亮眼，12月19日至26日连续五个交易日大涨，当日盘中最高触及79.4美元/盎司，年内涨幅超 170%。 基金方面，国内跟踪黄金的ETF产品以及跟踪白银期货的基金产品，也都表现亮眼。例如，华安黄金ETF今年以来 涨幅超过62%,国投瑞银白银LOF今年以来涨幅超187%。 从世界白银协会 ...