Or catalyzed by the beautiful performance, "AI gold era shovel king" Invida jumped 9.32%, the stock price hit a new high (1063)Natiocasino.2 US dollars), the market capitalization has greatly increased by trillions of yuan, driving the concept of high-speed connection of copper cable, the "number one brother" of A-share AI industry chain.
Internationally, COMEX gold rose to 2340.1 US dollars per ounce in intraday trading, and some market analysts said that once the gold price breaks through 2340Natiocasino.10 USD / oz, which could herald a reversal or an attempt to return to the main bullish trend. It is worth noting that LME copper today also showed a shock climbing trend, has risen above the surface of the water.
Focus on A-share non-ferrous metals plate, the CSI non-ferrous metals index, the top gainers are cobalt, gold-related stocks, cold sharp cobalt industry led the rise, up nearly 4%, Bowei alloy, Shengtun mining, Hunan gold and other stocks rose more than 2%, core heavyweights, Luoyang molybdenum industry, Jiangxi copper industry, gold gold and other stocks also received red.
Non-ferrous metals industry leader ETF (159876) multi-empty game anxiety, many times in the session to attack, the highest market price up 0.81%, although the market dragging force, late trading increase narrowed, but still tenacious red (up 0.09%).
On the news side, Nvidia CEO Huang Renxun said that the next industrial revolution begins, enterprises and countries will upgrade to accelerated computing with trillions of dollars of traditional data centers, and set up a new data center-AI factory to provide AI services. Nvidia GB200 chip uses copper high-speed connector for the first time, which will ensure the data processing efficiency of AI chip.
Everbright Securities pointed out that with the mass delivery of the new super chip GB200 based on Blackwell architecture, the GB200 supply chain is expected to usher in a significant development opportunity, which will also have a positive impact on A-share related companies.
It is worth noting that yesterday, when the CSI non-ferrous metals index was floating green across the board, its constituent stock, high-end copper alloy leader Bowei alloy, rose 3.48%. Today, Bowei alloy rose another 2.48%, making it the second-largest gainer in the index. Companies such as Bowei Alloy are expected to be deeply beneficial to GB200 copper interconnection solutions.
Influenced by the hawks and doves of the Federal Reserve, what remains the same when the prices of gold, copper and aluminum fluctuate up and down as the mood changes with the progress of the geopolitical conflict?Natiocasino? -- recovery of the real estate chain, a surge in demand for new energy vehicles, and the development of military electronics. The recovery and rise of various industries need the support of raw materials non-ferrous metals. Copper industry leaders, aluminum industry leaders and other non-ferrous metals industry companies are expected to make profits. In the long run, investing in raw materials non-ferrous metals is the future of investing in China's construction.
Citic Construction Investment said that at present, domestic and foreign demand repair, promote the growth of non-ferrous goods consumption, the global green energy revolution continues, domestic new quality productivity is ready to start a new cycle of commodity demand.
Market analysts said that as a kind of commodities, non-ferrous metals have a low correlation with stocks and bonds, so they are suitable for hedging risks and allocate a certain proportion in the investment portfolio to make long-term investments. it is not appropriate to consider going or staying because of short-term ups and downs.
According to public data, according to the caliber of Shenwan's third-tier industry, copper, aluminum and gold are the top three major industries in the CSI non-ferrous metals index tracked by ETF (159876), accounting for 24.1%, 16.7% and 14.7% respectively, accounting for more than 50%. It is expected to benefit from the rally in gold, as well as from the commodity rally cycle.
Sources of data and charts: Wind, Shanghai and Shenzhen exchanges, Warburg Fund, etc.
Note: the rise and fall of the CSI Nonferrous Metals Index in the past five complete years is: 2019, 24.48%; 2020, 35.84%; 2021, 35.89%; 2022,-19.22%; 2023,-10.43%.
Risk tip: non-ferrous leading ETF (159876) passively track the CSI non-ferrous metals index (930708.CSI), the index base date is 2013.12.31, the release date is 2015.7.13, the composition of index stocks is timely adjusted according to the rules of the index, and its historical performance does not predict the future performance of the index. In this article, the index stocks are only shown, and the individual stocks are not described as any form of investment advice, nor do they represent the position information and trading trends of any fund under the manager. The risk level of the fund assessed by the fund manager is R3-medium risk, suitable for balanced (C3) and above investors, the appropriate matching opinions should be based on the sales organization. Any information that appears in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only and the investor is responsible for any discretionary investment behavior. In addition, any point of view, analysis and forecast in this article does not constitute any form of investment advice to the reader, nor is it liable for direct or indirect losses arising from the use of the contents of this article. The investment of the fund is risky, and the past performance of the fund does not represent its future performance.NatiocasinoThe performance of his fund does not constitute a guarantee of the performance of the fund, so the fund should be cautious in its investment.