相關(guan)機(ji)(ji)構(gou)表示，自(zi)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)將關(guan)鍵礦(kuang)物出(chu)(chu)口(kou)管(guan)(guan)(guan)制(zhi)作為應對(dui)美國(guo)對(dui)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)高科技限制(zhi)的應對(dui)手段以來，中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)已對(dui)鎵、鍺、銻、鎢、中(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)稀(xi)(xi)土(tu)等中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)在全球供應中(zhong)(zhong)(zhong)(zhong)(zhong)占比較大(da)(da)的礦(kuang)物進(jin)行(xing)了(le)出(chu)(chu)口(kou)管(guan)(guan)(guan)制(zhi)。目前看，稀(xi)(xi)土(tu)管(guan)(guan)(guan)制(zhi)對(dui)美國(guo)對(dui)華貿(mao)易政策的影(ying)響最大(da)(da)，中(zhong)(zhong)(zhong)(zhong)(zhong)美倫敦貿(mao)易會談中(zhong)(zhong)(zhong)(zhong)(zhong)，美方將中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)加(jia)大(da)(da)稀(xi)(xi)土(tu)出(chu)(chu)口(kou)作為談判的一(yi)個重(zhong)要條件，并且(qie)倫敦會談后(hou)在中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)放寬部分對(dui)美稀(xi)(xi)土(tu)出(chu)(chu)口(kou)后(hou)，美國(guo)也在7月中(zhong)(zhong)(zhong)(zhong)(zhong)旬取消了(le)H20和AMD等產品對(dui)華出(chu)(chu)口(kou)限制(zhi)，以及民用客(ke)機(ji)(ji)大(da)(da)型發動機(ji)(ji)和乙烷等對(dui)華的出(chu)(chu)口(kou)禁令。可見(jian)中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)的關(guan)鍵礦(kuang)物出(chu)(chu)口(kou)管(guan)(guan)(guan)制(zhi)是有效(xiao)的對(dui)美反制(zhi)手段。如果中(zhong)(zhong)(zhong)(zhong)(zhong)國(guo)持續(xu)加(jia)強(qiang)稀(xi)(xi)土(tu)管(guan)(guan)(guan)控，海外稀(xi)(xi)土(tu)價格，特別是中(zhong)(zhong)(zhong)(zhong)(zhong)重(zhong)稀(xi)(xi)土(tu)價格大(da)(da)概(gai)率(lv)會繼續(xu)維(wei)持高位，而國(guo)內稀(xi)(xi)土(tu)價格補(bu)漲的概(gai)率(lv)較大(da)(da)，看好稀(xi)(xi)土(tu)行(xing)業景氣度的持續(xu)回升。

礦業ETF（561330）跟蹤的是有色(se)礦業指(zhi)數(shu)（931892），該指(zhi)數(shu)由中(zhong)證(zheng)(zheng)指(zhi)數(shu)有限公(gong)司(si)(si)編制，從A股(gu)市(shi)場(chang)中(zhong)選取涉及(ji)有色(se)金屬(shu)采選、冶煉及(ji)加工等相關業務的上市(shi)公(gong)司(si)(si)證(zheng)(zheng)券作為(wei)指(zhi)數(shu)樣本，以反映中(zhong)國有色(se)金屬(shu)行(xing)業上市(shi)公(gong)司(si)(si)證(zheng)(zheng)券的整(zheng)體表(biao)現。該指(zhi)數(shu)具有較(jiao)強的周期性特征，行(xing)業配置主要集(ji)中(zhong)于基礎金屬(shu)和貴(gui)金屬(shu)等細分領域。

有(you)(you)色60ETF（159881）跟(gen)蹤的(de)是(shi)中證(zheng)(zheng)(zheng)有(you)(you)色金(jin)(jin)屬(shu)(shu)指(zhi)(zhi)(zhi)數（930708），該指(zhi)(zhi)(zhi)數由(you)中證(zheng)(zheng)(zheng)指(zhi)(zhi)(zhi)數有(you)(you)限公司編制(zhi)，從(cong)A股市(shi)場中選取(qu)涉(she)及貴(gui)金(jin)(jin)屬(shu)(shu)、工業(ye)金(jin)(jin)屬(shu)(shu)等開(kai)采、冶(ye)煉及加工業(ye)務的(de)上市(shi)公司證(zheng)(zheng)(zheng)券(quan)作為(wei)(wei)指(zhi)(zhi)(zhi)數樣本，以(yi)反(fan)映有(you)(you)色金(jin)(jin)屬(shu)(shu)行業(ye)相關上市(shi)公司證(zheng)(zheng)(zheng)券(quan)的(de)整體表現(xian)。該指(zhi)(zhi)(zhi)數具(ju)有(you)(you)明顯的(de)周期(qi)性特征，為(wei)(wei)投資(zi)者提供了衡(heng)量有(you)(you)色金(jin)(jin)屬(shu)(shu)行業(ye)發展狀況的(de)有(you)(you)效工具(ju)。

沒有(you)股(gu)票賬(zhang)戶的投資者可關注(zhu)國(guo)(guo)泰中(zhong)證有(you)色金屬(shu)礦業主(zhu)題(ti)ETF發起(qi)聯(lian)接C（018168），國(guo)(guo)泰中(zhong)證有(you)色金屬(shu)礦業主(zhu)題(ti)ETF發起(qi)聯(lian)接A（018167）；國(guo)(guo)泰中(zhong)證有(you)色金屬(shu)ETF發起(qi)聯(lian)接C（013219），國(guo)(guo)泰中(zhong)證有(you)色金屬(shu)ETF發起(qi)聯(lian)接A（013218）。

注：如提及個股僅(jin)供參(can)考，不代(dai)表投資建(jian)議。指數/基金(jin)短(duan)期漲(zhang)跌幅及歷史(shi)表現僅(jin)供分析參(can)考，不預(yu)示未來表現。市場觀點隨市場環境變化而變動(dong)，不構(gou)成任何投資建(jian)議或承諾(nuo)。文中提及指數僅(jin)供參(can)考，不構(gou)成任何投資建(jian)議，也不構(gou)成對(dui)基金(jin)業績的(de)預(yu)測和保證(zheng)。如需購買相(xiang)關(guan)基金(jin)產(chan)品，請選(xuan)擇與風險等級相(xiang)匹配的(de)產(chan)品。基金(jin)有(you)風險，投資需謹慎。