Funds are shifting towards new tracks, with price increases being favored.
Since the beginning of this year, prices of precious metals, minor metals, storage chips, MLCCs, and electronic fabrics have seen significant increases, with related stocks being favored by investors and their prices continuing to rise. Xianglu Tungsten Industry and Zhangyuan Tungsten Industry have both risen by over 180% this year, Zhongtung High-tech has risen by over 130%, and Hunan Silver has risen by over 120%, far outperforming the broader market. Stocks related to rising prices, such as Zhongtung High-tech and Xiamen Tungsten Industry, have attracted investor interest, with significant increases in financing. Analysts believe that loose macroeconomic liquidity will support commodities, and the metal sector will have higher upward elasticity, with rising prices being one of the core investment themes for the first quarter.
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