Bosera Resources ETF Surges Over 3% Intraday, Deep Correction Highlights Bottom-Fishing Value in Resources Sector

Industry
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Summary · why it matters

The Bosera Resources ETF surged 3.00% intraday, with its latest price at 1.96 yuan, while the SSE Natural Resources Index it tracks jumped 2.99%. Among constituents, Western Gold rose 10.02%, Chifeng Gold gained 10.00%, and China Jushi climbed 10.00%. In the first half of 2026, the resources sector underwent a deep correction, with precious metals seeing a maximum drawdown of nearly 30% during the year and silver plunging over 50%, significantly boosting the sector's margin of safety. East Money Securities noted that as countries add resources like copper to critical minerals lists, supply-side rigid constraints combined with demand-side drivers such as energy transition and AI data center construction are likely to reinforce the strategic asset attributes of non-ferrous metals.

Impact on stocks 4

Others▲ · 4 stocks
China Jushi Co Ltd
600176
▲ PositiveDemandrelevance

Energy transition and AI data center construction drive demand for non-ferrous metals, benefiting China Jushi as a constituent.

Western Gold Co Ltd
601069
▲ PositiveDemandrelevance

Energy transition and AI data center construction drive demand for non-ferrous metals, benefiting Western Gold as a constituent.

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