At the beginning of the year, the most关注 sectors in the market were commercial aerospace, brain-computer interfaces, and non-ferrous metals. The first two fields are directly linked to technological innovation, while non-ferrous metals form a subtle linkage through the产业链. From the perspective of energy transition, large-scale construction of photovoltaic, power grid, and energy storage systems all require massive reserves of non-ferrous metals. This logic has明显的长期性. Meanwhile, gold and silver continue to刷新历史高点, further boosting the market sentiment of the entire non-ferrous metals sector. From a technical and fundamental perspective, the upward trend of non-ferrous metals still has room to expand, driven by产业需求 and资金面, making related targets worth关注.