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多个资源周期类细分板块近期走势向好
Core Insights - The recent increase in posts related to resource cyclical products on investment social platforms indicates growing interest in this sector [1] - Multiple sub-sectors within the resource cycle have shown positive performance, with several resource-themed funds reaching new net asset value highs this year [1] - The anticipated arrival of a Federal Reserve interest rate cut cycle is expected to benefit the non-ferrous metals sector, as market liquidity becomes more accommodative [1] - With the Producer Price Index (PPI) in China approaching a turning point, resource products are likely to emerge as key drivers in the next market rally, supporting a bullish outlook on cyclical investments [1]
金银铜铝齐舞,基金经理热衷于“挖矿”
Sou Hu Cai Jing· 2025-09-17 22:32
Core Insights - Recent increase in posts related to resource cyclical commodities on investment social platforms indicates growing interest in this sector [1] - Multiple resource-themed funds have shown significant gains this year, reaching new net asset value highs recently [1] - The anticipated arrival of a Federal Reserve interest rate cut cycle is expected to benefit the non-ferrous metals sector due to increased liquidity [1] - With China's Producer Price Index (PPI) nearing a turning point, resource commodities are likely to become the core rising assets in the next market cycle, supporting a positive outlook for cyclical investments [1]