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矿业ETF(159690)盘中涨超7%冲击6连阳!云南铜业、山东黄金等多股涨停,机构:金铜共舞有色盛世
方正证券亦表示,政府停摆+数据"盲飞"+就业市场疲软+就业市场额外压力等为美国创造了良好的连续 降息环境,尽管降息后短期存在获利了结的情绪,但"美国不降息,经济就撑不住"的预期+滞胀逻辑将 助力金银长牛,建议关注板块的持续性布局机会。 (本文机构观点来自持牌证券机构,不构成任何投资建议,亦不代表平台观点,请投资人独立判断和决 策。) 10月9日,节后首个交易日,受假期间国际金价持续新高影响,有色金属板块早间跳空高开,矿业ETF (159690)飙涨7%冲击6连阳。 成分股掀起涨停潮,云南铜业、兴业银锡、江西铜业、山东黄金、白银有色5股涨停,铜陵有色、中金 黄金涨超9%,锡业股份、西部矿业、洛阳钼业、天齐锂业等股跟涨。 中信建投观点认为,美元信用加速衰减,金铜共舞续有色盛世。国庆期间,Comex黄金价格不断刷新价 格历史高点,成功站上4000美元/盎司大关。美国政府停摆加速美元信用衰减,央行购金和黄金ETF的 持续买入推动金价大幅上行。全球AI投资竞赛白热化进程中,支撑AI的底层电力基础设施缺口日益凸 出,电力基础扩张对铜需求构成直接拉动,而供应端包含Grasberg、KK在内的矿山因事故导致生产停 滞,加剧了 ...
机构:有色金属板块迎业绩与宏观共振时刻,矿业ETF(159690)跳空高
Sou Hu Cai Jing· 2025-09-03 04:27
Group 1 - The core viewpoint of the article highlights a market shift where previously strong sectors like AI and TMT are experiencing significant pullbacks, while financial and resource sectors are performing relatively well, indicating a potential style switch in the market [1] - The mining ETF (159690) has seen a net inflow of over 20 million yuan in the last three trading days, reflecting increased investor interest in sectors with reasonable valuations and strong profit improvement expectations [1] - The non-ferrous metal sector is currently viewed as having a reasonable valuation and profit matching, providing strong defensive and allocation value in the current market environment [2] Group 2 - The non-ferrous metal industry has shown strong structural resilience, particularly in precious and energy metals, which have maintained high prosperity levels, making them key areas of market focus [3] - The energy metal sector has emerged as one of the 21 secondary industries showing signs of bottom reversal, indicating a steady recovery in industry prosperity [5] - Despite overall pressure on the upstream resource sector in the first half of 2025, the non-ferrous metal industry demonstrates strong anti-cyclical capabilities and growth resilience, making it a valuable area for ongoing market attention [7] Group 3 - Expectations of an imminent interest rate cut by the Federal Reserve are likely to end the previous tightening monetary environment, which could boost global manufacturing activity and fixed asset investment recovery [9] - The recent increase in shipments of industrial machinery, generators, and primary metals indicates robust demand in traditional manufacturing, which is beneficial for the non-ferrous metal sector as it is a key industrial metal and raw material [9] - The mining ETF closely tracks the CSI Non-Ferrous Metal Mining Theme Index, providing exposure to key metal resources such as copper, gold, rare earths, aluminum, and lithium, with top holdings including leading companies in the industry [9]
矿业ETF连续吸金,机构:资源股目前仍是基本面和估值匹配程度最好的板块之一
Group 1 - The market has experienced increased volatility since September, with popular sectors like artificial intelligence and TMT undergoing corrections, while resource stocks have continued to strengthen [1] - The mining ETF (159690) opened higher on September 3, rising by 0.53% with a turnover rate exceeding 6%, indicating active trading [2] - Recent data shows that the mining ETF has seen a net inflow of nearly 21 million yuan over the past three trading days [2] Group 2 - The precious metals sector has achieved double-digit growth in both revenue and net profit for two consecutive quarters, indicating strong fundamental support [2] - The energy metals industry has shown signs of bottom reversal, with improvements in revenue growth, net profit growth, and ROE over the last two quarters [2] - Despite overall pressure on the upstream resource sector in the first half of 2025, the non-ferrous metals industry is expected to exhibit strong anti-cyclical capabilities and growth resilience due to structural opportunities [3] Group 3 - The expectation of a rate cut by the Federal Reserve has led to a general increase in precious metal prices [3] - The mining ETF closely tracks the CSI Non-Ferrous Metal Mining Theme Index, providing exposure to key metal resources such as copper, gold, rare earths, aluminum, and lithium [3] - Resource stocks are currently among the best-matched sectors in terms of fundamentals and valuations, with price increases reflecting earnings elasticity due to rising prices [6]
ETF开盘:矿业ETF领涨3.06%,恒生ETF易方达领跌4.6%
news flash· 2025-04-22 01:28
Group 1 - The ETF market showed mixed performance with mining ETFs leading the gains at 3.06% [1] - Gold fund ETFs also performed well, increasing by 2.77% [1] - The CSI 2000 ETF from Fuguo rose by 2.60% [1] Group 2 - On the downside, the Hang Seng ETF from E Fund fell by 4.6% [1] - The Hong Kong Enterprise ETF decreased by 3.21% [1] - The Hong Kong Stock Connect 100 ETF dropped by 2.99% [1]