A股工業金屬震盪上漲，金誠信、和勝股份封板漲停，洛陽鉬業、新威凌漲超8%，馳宏鋅鍺、銅陵有色等跟漲。

Guotai Nasdaq ETF will suspend trading from market open on June 16, 2026 until 10:30.

At a 2026 mid‑year institutional equities meeting, J.P. Morgan Asset Management (China) deputy GM and CIO Du Meng said PPI has turned positive ahead of CPI, CPI is gradually rising, and listed-company profits are beginning to recover. A‑share profit growth could reach double digits this year, enhancing Chinese equities’ appeal to global investors and leaving room for cross‑sector valuation re‑rating. Sector calls: AI remains a sustainable, high‑conviction growth area; compute hardware’s cyclical strength and earnings growth could outpace the market, with focus on optical modules, PCBs, liquid cooling and compute leasing. The lithium‑centred new‑energy complex is at a pivotal inflection—excess capacity from recent years has largely been cleared—and the strategic importance of solar, wind and electric vehicles has risen materially.