Invesco Great Wall CSI Nonferrous Metal Mining ETF

512400

159881

002716

<p>Similar to how BTC traders once paid a premium for GBTC, Chinese traders are paying 60% above silver holdings for a Shenzen fund. source:</p>

CoinLive

China Southern CSI SWS Non-Ferrous Metal ETF

Guotai CSI Non-ferrous Metal ETF

Hunan Silver

ChinaAMC CSI Subdivision Non-ferrous Metal Sub-Industry ETF

Penghua Guozheng Non-ferrous Metal Industry ETF

Yinhua CSI Non-ferrous Metal ETF

Huatai-PB CSI Non-Ferrous Metal Kuangye Theme ETF

Guotai CSI Non-Ferrous Metal Kuangye Theme ETF

It’s like the GBTC premium, but in Chinese silver

600362

<p>Global mining stocks are becoming a new favorite for fund managers, driven by AI prosperity and tight supply of key minerals, pushing the industry into a new "super cycle." Metal and mining indices have significantly outperformed tech giants. As investment logic shifts from cyclical drivers to structural demand, while mining stock valuations have risen sharply, they still remain at historical lows. The industry is active in mergers and acquisitions, with institutions having differing views on price prospects, but a long-term bullish sentiment prevails</p>

- The global mining stocks are rapidly rising to the top of fund managers' allocation lists, driven by a surge in metal demand due to the AI boom and tightening supply of key minerals.  
- Since early 2025, the MSCI Metals and Mining Index has increased nearly 90%, outpacing sectors like semiconductors and technology, with copper prices rising by 50% during this period.  
- Despite recent gains, the mining sector remains undervalued, presenting opportunities for mergers and acquisitions rather than new projects as firms seek to optimize their portfolios.

Wallstreetcn

Rio Tinto plc

JCCL

VanEck Vectors Gold Miners UCITS ETF

Global X Copper Miners

iShares Copper and Metals Mining ETF

Huaan CSI Nonferrous Metal Mining ETF

Hwabao WP CSI Non-ferrous Metal ETF

Invesco DB TR Base Metals ETF

Sprott Copper Miners ETF

Sprott Junior Copper Miners ETF

ERO Copper

Taikang CSI Nonferrous Metal Mining ETF

 BHP Group Ltd

Freeport Mcmoran

VanEck Gold Miners ETF

iShares MSCI Global Gold Miners

Global X Silver Miner

BHP Group Plc

SPDR S&P Mtls & Mng

Teck Resources B

Antofagasta plc

United States Copper Index

ETFS Capital Ltd.

Southern Copper

Hudbay Minerals

VanEck Vectors Junior Gold Miners UCITS ETF

Rio Tinto Limited

ISHRS MSCI Glb Slct Met & Mining

GF CSI Rare Metals Theme ETF

VanEck Junior Gold Miners ETF

Van Eck Associates Corp.

Rio Tinto

The increase far exceeds that of chips and Mag 7, global mining stocks have become the "top allocation target" for fund managers

Invesco Great Wall CSI Nonferrous Metal Mining ETF(560290.SH)

It’s like the GBTC premium, but in Chinese silver

The increase far exceeds that of chips and Mag 7, global mining stocks have become the "top allocation target" for fund managers