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Growth Theme
Commodities & Resources
Copper, gold, lithium super-cycle
US ETFs
4
HK ETFs
1
Theme avg 24h
+8.53%
Growth Thesis
AI data centers and energy transition lift copper, lithium, and gold demand; COPX/GLD/SLV trade conveniently on U.S. exchanges.
Copper is dubbed the new oil as AI infrastructure pulls demand
ETF Picks
Picks · live quotes
Updated 8/12/2026, 12:41:25 PM
| Symbol | Market | Underlying | Price | 24h | Fee | Thesis | Share |
|---|---|---|---|---|---|---|---|
| COPXFeaturedGlobal X Copper Miners | US · NYSE | Global copper miners | $88.59 | +5.48% | 0.65% | AI and grid build-out copper demand | |
| GLDFeaturedSPDR Gold Shares | US · NYSE | Physical gold | $400.96 | +7.16% | 0.40% | Safe haven plus central-bank buying theme | |
| SLViShares Silver Trust | US · NYSE | Physical silver | $58.55 | +8.75% | 0.50% | Industrial and precious-metal dual role | |
| GDXVanEck Gold Miners | US · NYSE | Global gold miners | $90.12 | +15.66% | 0.51% | Higher leverage to gold price moves | |
| 02840ChinaAMC CSI AI | HK · HKEX | A-share resources (indirect) | HK$3,171 | +5.63% | 0.99% | Access mainland resource names via HK |
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