截至8月12日11:15，大成有色ETF（159980.SZ）上涨0.18%。ETF所踪的标的指数上期有色金属指数 （IMCI.SHF）再次确立日线级别看涨，形成日、周线级别看涨共振。指数包含的6个成分商品中，铜 （占比约50%）、铝（占比约16%）、镍（占比约11%）、锡（占比约8%）、铅（占比约8%）同样形 成日、周线级别看涨共振。 资金流入方面，截至8月11日，大成有色ETF（159980.SZ）近5个交易日内有4日资金净流入，合计"吸 金"7962.12万元。大成有色ETF（159980.SZ）最新规模达12.07亿元，创近3月新高。 中信建投证券指出，美国经济及就业数据表现不佳，叠加特朗普提名新美联储理事，强化市场对美联储 于9月降息的预期，有色板块普涨。除却美联储处于降息通道带来的货币宽松外，国内正在推行的"反内 卷"优化生产要素，提升各环节盈利能力和改善市场预期，有利于金属价格上涨向下游的传导。此外， 工业金属板块的估值处于偏低的水平，亦有向上修复的空间。EPS与PE双击的有色牛市正在启动。 大成有色ETF（159980.SZ）底层资产配置的是上海期货交易所的铜、铝、铅、锡、锌、镍等有色金属 期 ...

Group 1 - The Dachen Nonferrous ETF (159980.SZ) has shown a bullish signal after three months, entering a relatively certain bullish cycle, with continuous fund inflows [1] - The ETF's underlying index includes six components: copper (approximately 50%), aluminum (approximately 16%), nickel (approximately 11%), tin (approximately 8%), lead (approximately 8%), and zinc (approximately 8%), all maintaining bullish signals at the daily level [1] - As of July 1, the Dachen Nonferrous ETF has seen a net inflow of 81.7191 million yuan over the past five days, reaching a new high in scale at 966 million yuan and a new high in shares at 565 million [1] Group 2 - Citic Securities analysis indicates that the refined copper market remains in a tight balance due to limited production guidance and declining TC/RC fees, with support for copper prices from China's economic stability and a soft landing in the U.S. economy [2] - Current market prices for copper are considered reasonable, with potential for further upward movement contingent on domestic macro policies and overseas economic recovery [2] - Expectations of rising inflation, interest rate cuts, and a slight decline in the U.S. dollar index may support copper prices in maintaining a strong oscillating trend [2]