The non-ferrous metals market in 2026 may experience an epic revaluation. Gold is expected to rise another 50%, continuing to strengthen under the dual influence of safe-haven demand and its monetary attributes. Silver is also not to be underestimated, with the potential for doubling in price, and even central banks may initiate "silver hoarding" strategies. Platinum is expected to double in value, gradually aligning with gold levels.

The supply side story is even more eye-catching. Lithium prices may return to the high of 300,000, supported by explosive growth in the energy storage industry that sets the demand ceiling. Copper and aluminum, two major industrial metals, are also optimistic about a 50% increase, driven by the dual forces of data center construction and expanded energy storage systems. Tin prices are expected to break through 500,000, making it a "hard currency" in the AI computing era. Nickel prices are on the verge of doubling, with supply gaps caused by Indonesia's production cuts brewing a crisis.

On the macro level, the entire non-ferrous sector may see a doubling trend, continuing to lead the global stock markets. Leading mining companies' market values are expected to reach new heights, with the possibility of surpassing international giants. The lithium sector may produce numerous "multi-bagger stocks," and the wealth opportunities created by the energy storage boom should not be overlooked.

The logic behind this is clear: wealth creation depends on cycles. 2025 is just the beginning; 2026 will be the true main upward wave of the super cycle of computing power and energy storage. The upward turning point of this commodity cycle is already brewing.