CITIC Investment & Trust Dual Funds Launched on 11/23 From US Mining to Betting on Robots and Space Technology

The wave of AI investment is continuing to extend to infrastructure construction. As the demand for AI infrastructure and green energy surges, resources such as copper, silver, and rare earths are facing serious supply and demand gaps, and countries are actively "hoarding gold and grabbing mines." (Reuters)

Facing the global supply chain's shift from "cost reduction" to "stability and continuous supply", the strategic status of resources has been significantly upgraded. China Trust Investment Trust will simultaneously raise two new funds starting from November 23, including CITIC Metal and Mining (009830), which focuses on the U.S. metal mining industry, and China Trust Future Key Strategic Fund, which proactively plans for four key strategic opportunities around the world to help investors grasp new business opportunities under AI and geopolitics.

Shi Jiexin, manager of 009830, pointed out that the wave of AI investment is continuing to extend to infrastructure. As the demand for AI infrastructure and green energy surges, resources such as copper, silver and rare earths are facing serious supply and demand gaps. Countries are actively "hoarding gold and grabbing minerals". The United States is also making every effort to build a local supply chain and support the industry through taking shares in mining companies, price guarantees and long-term procurement; and starting from 2027, defense procurement regulations will expand restrictions, and American companies with compliant sources are expected to directly benefit.

009830 tracks the "S&P Metals and Mining Select Industry Index". This index has been operating for about 20 years since 2006. It has experienced many economic changes such as the financial tsunami, commodity price declines, epidemic impacts, and interest rate hike cycles. The historical trends have a high degree of reference value.

In addition to upstream resources, power competition also extends to the field of science and technology. Chen Jianzhang, manager of China Trust's Future Key Strategic Fund, pointed out that the fund adopts the logic of "resources are the starting point, computing power is the core, and applications are the future" and selects about 30 to 40 targets to lock in four major opportunities such as mining and nuclear resources, advanced computing power, mechanical sensing and space technology.

CITIC Investment Trust said that 009830 and China Trust Future Key Strategic Fund can be said to complement each other. 009830 focuses on the U.S. metal mining industry, with convenient transactions and transparent shareholding. It is suitable for investors who are optimistic about the long-term trend of the resource industry and want to participate in the mineral rotation; China Trust Future Key Strategic Fund is actively researched and adjusted flexibly by a professional team, extending from mining and nuclear resources to advanced computing power, mechanical perception and space technology. Investors can use it according to their own needs to seize new growth opportunities in the AI ​​era and strong competition.