成份股方面，稀土龙头显著领涨，中稀有色涨停，中国稀土涨超6%，北方稀土涨逾4%，盛和资源涨超3%。此外，兴业银锡涨超5%，华友钴业、西部超导 涨逾4%，锡业股份、南山铝业等个股跟涨。 今日（1月7日）揽尽有色金属行业龙头的有色ETF华宝（159876）早盘活跃，场内价格盘中涨超1.6%，续刷上市新高，午后随市盘整，当前在水面附近震 荡，现跌0.28%，实时成交额超6900万元，半日成交已逼近昨日全天成交额，有望继续放量突破上市高点！ ETF放量突破上市高点，或为资金买点信号！截至发稿，有色ETF华宝（159876）获资金实时净申购5640万份，此前5日连续获资金净流入，合计金额9749 万元。伴随火热的行情，资金火速进场布局！ 华鑫期货认为，有色金属有商品属性和金融属性，受到宏观面与供需基本面的双重影响。2026年一季度有色行情或较为乐观。2026年是"十五五"开局之年， 年初信贷政策较为宽松。春节前消费旺季也利好下游需求。 中信建投期货表示，2026年美联储货币政策偏鸽，大概率进一步渐进式降息，为有色市场提供偏多环境。2026年1-2月举行美联储主席提名与听证会，有色 市场"预期先行"，黄金和铜或率先作出反 ...

Group 1 - The core viewpoint of the news is the strong performance of the Huabao Nonferrous Metal ETF (159876), which reached a new high since its listing, with a net subscription of 10.2 million shares, indicating positive market sentiment towards the nonferrous metal sector [1][7] - The Huabao ETF has shown significant annual growth of 91.93% and a 250-day increase of 84.44%, reflecting strong investor interest and confidence in the sector [1][7] - Key stocks within the ETF, such as Baiyin Nonferrous, Hunan Baiyin, and Jiangxi Copper, have experienced substantial gains, with Baiyin Nonferrous and Hunan Baiyin hitting the daily limit up [1][8] Group 2 - The nonferrous metals market has seen a comprehensive rise, with LME copper and COMEX gold reaching historical highs, while tin and aluminum also set new stage records [2][10] - Factors contributing to this surge include limited resource supply, strong AI demand prospects, expanding fiscal deficits, and a downward trend in interest rates, alongside threats from U.S. tariffs on key minerals [2][10] - Industry experts suggest that the duration of the super cycle for nonferrous metals will likely depend on the recovery of U.S. dollar credit, strategic stockpiling progress, and the effectiveness of "anti-involution" policies, with a high probability of continuation until 2026 [2][10] Group 3 - The Huabao Nonferrous Metal ETF and its linked funds provide comprehensive coverage of various metals, including copper, aluminum, gold, rare earths, and lithium, allowing for risk diversification compared to investing in single metal sectors [3][11] - The ETF's strategy is positioned to capture the beta performance of the entire nonferrous metal sector, making it suitable for inclusion in diversified investment portfolios [3][11]