[2026 Outlook] Plan Ahead! Share the Investment Opportunities You Are Optimistic About
2026 Outlook | Trump 2.0 and the AI Wave Resonance: Gold, Silver, and Copper Become the 'Hard Currency' of a New Era—These Concept Stocks Are a Must-Know!
Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.@Niuniu Classroomto unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together.
Overnight, both silver and gold hit new highs. In response to the sharp fluctuations in the precious metals market, the CME is changing the game by switching the way it collects precious metals margins from 'fixed' to 'floating'!
![Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.[Share Link: @Niuniu Classroom]to unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together. Overnight, both silver and gold hit new highs. In response to the sharp fluctuations in the precious metals market, the CME is changing the game by switching the way it collects precious metals margins from 'fixed' to 'floating'! Although precious metal prices have been at high levels since last year, the market remains optimistic about their future outlook. Previously,[Share Link: 2026 Outlook | Minerals Take Center Stage in the Trump 2.0 Era! The rare earth concept stock CRML has doubled in price within the year—what opportunities in the Hong Kong and US stock markets are worth watching?]An article once mentioned that against the macro backdrop of the global geopolitical landscape being reshaped, resources—especially strategic rare metals and industrial base metals—They are shifting from being mere cyclical commodities to becoming 'safe assets,' with their strategic value and investment logic experiencing a historic reassessment, securing a core position in the market for the foreseeable future. Besides rare earths, what other precious metals stocks in the Hong Kong and US markets hide explosive opportunities? This article will break down the investment logic for you and uncover the next resource-driven trend! What is driving this round of precious metals price increases? This strong rally in precious metals is no accident but rather the result of multiple positive factors converging. Its core drivers stem mainly from three points:The market's expectations regarding the Federal Reserve...](https://nnqimage.futunn.com/sns_client_feed/900080/20260113/web-1768301599724-O0k3nY1zWx.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
Although precious metal prices have been at high levels since last year, the market remains optimistic about their future outlook. Previously,2026 Outlook | Minerals Take Center Stage in the Trump 2.0 Era! The rare earth concept stock CRML has doubled in price within the year—what opportunities in the Hong Kong and US stock markets are worth watching?An article once mentioned that against the macro backdrop of the global geopolitical landscape being reshaped, resources—especially strategic rare metals and industrial base metals—They are shifting from being mere cyclical commodities to becoming 'safe assets,' with their strategic value and investment logic experiencing a historic reassessment, securing a core position in the market for the foreseeable future.
Besides rare earths, what other precious metals stocks in the Hong Kong and US markets hide explosive opportunities? This article will break down the investment logic for you and uncover the next resource-driven trend!
What is driving this round of precious metals price increases?
This strong rally in precious metals is no accident but rather the result of multiple positive factors converging. Its core drivers stem mainly from three points:Market concerns over the Federal Reserve's independence, expectations of easing monetary policy, and the demand for safe-haven assets triggered by geopolitical uncertainty.
In addition,The AI wave is becoming the new engine driving the rally in nonferrous metals.Musk recently pointed out in an interview that the bottleneck for AI development has shifted from 'chips' to 'electricity'.
While investors are deploying capital into power infrastructure,they should pay closer attention to the core raw materials for grid upgrades — copper and silver.Whether it’s transformers, ultra-high voltage transmission lines, or data center cooling systems, the demand for copper is enormous; meanwhile, the conductivity performance of photovoltaic modules heavily relies on silver. It can be said that these industrial metals have become the 'hard gold' of the AI era.
Xia Yingying, head of the precious metals and new energy research team at Nanhua Futures, stated,From a geopolitical perspective, the risk of military conflict between the US and Iran has heightened global market risk aversion, making traditional safe-haven assets like gold and silver natural 'safe harbors' for capital.
Juxi Capital believes thatinvestment opportunities in commodities, especially copper, in 2026 are worth highlighting.Copper, due to its excellent electrical conductivity and lower cost compared to silver, is a core material in electricity-related fields (AI, new energy, electric vehicles). The investment demand from AI and new energy sectors has highlighted the scarcity of copper, giving copper prices significant growth potential as copper represents a high proportion of related cost structures. On the other hand, there is a lack of substantial new resources on the supply side, with long-term mining costs continuously rising. Even if AI investment growth slows next year, the total investment will still exceed this year’s, while copper supply growth remains limited, tightening the copper supply-demand balance further and increasing price volatility.
What opportunities in the Hong Kong and US stock markets are worth paying attention to?
This article will focus on analyzing gold, silver, and copper-related concept stocks in Hong Kong and US stocks, as follows:
GoldAccording to the latest report from Goldman Sachs, investor confidence in gold is currently high in the market. The price of gold has surged by 65% as of 2025 (currently around $4,510 per ounce), but bulls remain rampant.42% of people believe that the gold price will continue to rebound to the $5,000-$6,000 range,and 10% even predict it will exceed $6,000. Only 7% think the gold price will pull back below $4,000.
In the Hong Kong and US stock markets, the following gold-related stocks are included:
![Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.[Share Link: @Niuniu Classroom]to unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together. Overnight, both silver and gold hit new highs. In response to the sharp fluctuations in the precious metals market, the CME is changing the game by switching the way it collects precious metals margins from 'fixed' to 'floating'! Although precious metal prices have been at high levels since last year, the market remains optimistic about their future outlook. Previously,[Share Link: 2026 Outlook | Minerals Take Center Stage in the Trump 2.0 Era! The rare earth concept stock CRML has doubled in price within the year—what opportunities in the Hong Kong and US stock markets are worth watching?]An article once mentioned that against the macro backdrop of the global geopolitical landscape being reshaped, resources—especially strategic rare metals and industrial base metals—They are shifting from being mere cyclical commodities to becoming 'safe assets,' with their strategic value and investment logic experiencing a historic reassessment, securing a core position in the market for the foreseeable future. Besides rare earths, what other precious metals stocks in the Hong Kong and US markets hide explosive opportunities? This article will break down the investment logic for you and uncover the next resource-driven trend! What is driving this round of precious metals price increases? This strong rally in precious metals is no accident but rather the result of multiple positive factors converging. Its core drivers stem mainly from three points:The market's expectations regarding the Federal Reserve...](https://nnqimage.futunn.com/sns_client_feed/900080/20260113/web-1768301605314-31YfMAcSFN.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
SilverUBS Group noted in its latest research report thatSilver prices have an upside potential of approximately 25% from current levels,while platinum and palladium have a potential increase of 5-6%,but prices are expected to gradually decline by the end of the year.
The following are silver-related stocks in the Hong Kong and US markets:
![Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.[Share Link: @Niuniu Classroom]to unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together. Overnight, both silver and gold hit new highs. In response to the sharp fluctuations in the precious metals market, the CME is changing the game by switching the way it collects precious metals margins from 'fixed' to 'floating'! Although precious metal prices have been at high levels since last year, the market remains optimistic about their future outlook. Previously,[Share Link: 2026 Outlook | Minerals Take Center Stage in the Trump 2.0 Era! The rare earth concept stock CRML has doubled in price within the year—what opportunities in the Hong Kong and US stock markets are worth watching?]An article once mentioned that against the macro backdrop of the global geopolitical landscape being reshaped, resources—especially strategic rare metals and industrial base metals—They are shifting from being mere cyclical commodities to becoming 'safe assets,' with their strategic value and investment logic experiencing a historic reassessment, securing a core position in the market for the foreseeable future. Besides rare earths, what other precious metals stocks in the Hong Kong and US markets hide explosive opportunities? This article will break down the investment logic for you and uncover the next resource-driven trend! What is driving this round of precious metals price increases? This strong rally in precious metals is no accident but rather the result of multiple positive factors converging. Its core drivers stem mainly from three points:The market's expectations regarding the Federal Reserve...](https://nnqimage.futunn.com/sns_client_feed/900080/20260113/web-1768301603470-jyqeFzRKY1.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
US Silver ETFs: $iShares Silver Trust (SLV.US)$ 、 $Abrdn Silver ETF Trust (SIVR.US)$ 、 $Sprott Physical Silver Trust (PSLV.US)$ 、 $ProShares Ultra Silver (AGQ.US)$ 、 $Proshares Ultrashort Silver (ZSL.US)$ 、 $Etf Managers Trust Purefunds Ise Jr Silver Small Miners Exp (SILJ.US)$ 、 $Global X Funds Global X Silver Miners Etf (Post Rev Spl (SIL.US)$。
CopperMajor investment banks have recently raised their copper price forecasts, withCiti boldly predicting that copper prices could reach a high of $15,000 per ton by mid-2026.Support.The core of this optimistic expectation lies in the dual drivers of energy transition and AI infrastructure,particularly the explosive structural demand brought by electrification, grid upgrades, and data center construction.
Copper-related stocks in the Hong Kong and US markets include the following:
![Fellow investors, as we face a brand-new 2026, instead of anxiously chasing trends, it's better to calmly understand the direction. Stay tuned.[Share Link: @Niuniu Classroom]to unlock your investment roadmap in real time. In the new year, let’s stay calm and patient, proceed steadily for long-term success, and slowly grow our wealth together. Overnight, both silver and gold hit new highs. In response to the sharp fluctuations in the precious metals market, the CME is changing the game by switching the way it collects precious metals margins from 'fixed' to 'floating'! Although precious metal prices have been at high levels since last year, the market remains optimistic about their future outlook. Previously,[Share Link: 2026 Outlook | Minerals Take Center Stage in the Trump 2.0 Era! The rare earth concept stock CRML has doubled in price within the year—what opportunities in the Hong Kong and US stock markets are worth watching?]An article once mentioned that against the macro backdrop of the global geopolitical landscape being reshaped, resources—especially strategic rare metals and industrial base metals—They are shifting from being mere cyclical commodities to becoming 'safe assets,' with their strategic value and investment logic experiencing a historic reassessment, securing a core position in the market for the foreseeable future. Besides rare earths, what other precious metals stocks in the Hong Kong and US markets hide explosive opportunities? This article will break down the investment logic for you and uncover the next resource-driven trend! What is driving this round of precious metals price increases? This strong rally in precious metals is no accident but rather the result of multiple positive factors converging. Its core drivers stem mainly from three points:The market's expectations regarding the Federal Reserve...](https://nnqimage.futunn.com/sns_client_feed/900080/20260113/web-1768302309096-EJA92BjOvE.png/big?area=1&is_public=true&imageMogr2/ignore-error/1/format/webp)
HKEX copper mining stocks: $JIANGXI COPPER (00358.HK)$ 、 $ZIJIN MINING (02899.HK)$ 、 $CHINAGOLDINTL (02099.HK)$ 、 $CMOC (03993.HK)$ 、 $MMG (01208.HK)$ 、 $CHINFMINING (01258.HK)$ 、 $WANGUO GOLD GP (03939.HK)$ ；
US copper mining ETFs: $Global X Copper Miners ETF (COPX.US)$ 、 $iPath Series B Bloomberg Copper Subindex Total Return ETN (JJC.US)$ 、 $ISHARES COPPER AND METALS MINING ETF (ICOP.US)$ 、 $United Sts Commodity Index Fd Com Unit Repstg U S Copper Index Fd (CPER.US)$ 、 $SPROTT FDS TR COPPER MINERS ETF (COPP.US)$ 。
Summary
In summary, industry institutions unanimously believe that the medium to long-term upward potential for precious metals remains. However, in the short term, market volatility is likely to intensify due to fluctuations in macro sentiment and profit-taking pressures. Investors are advised to remain cautious while capturing trend benefits, strictly managing positions to address potential short-term risks.
Fellow investors may also refer to previous articles in the 2026 outlook series.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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