According to the latest data, public equity funds continue to maintain high equity positions, while industry allocations are characterized by structural adjustments. While electronics still occupy the largest position in the industry, non-ferrous metals are clearly actively increasing their holdings. A number of public funding agencies believe that although the non-ferrous metals sector has fluctuated recently, factors such as the price of resource products remaining high, supply constraints, and the realization of corporate profits still support fundamentals, and the subsequent market for different metal types may further diverge.

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