有色金屬，鋁、銅股有機會，相關股票$中國鋁業.HK$中國宏橋.HK$紫金礦業.HK 差唔多升了 15%。
買資源股還有一個好處，走勢不太受恆指影響，就算恆指調整，還可以繼續創新高。鋁股尤其強，現價追入的值博率比較低，可以等回調。
另外，最近注意到這個 ETF$FL 二南方黃金.HK，跟蹤金價，也是類似邏輯，受惠於美元轉弱、通脹。中國的三桶油都唔錯，等回調會加倉。
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