According to CoinMeta, a research report by CICC states that the internal differentiation of commodities is likely to continue. Data centers, power grid expansion, and energy transformation continue to support demand for copper and aluminum. Against the backdrop of still strong supply constraints, non-ferrous metals possess both improved liquidity and the logic of physical investment. It is recommended to overweight these assets. Energy commodities such as oil still have hedging value, but future volatility may increase, so it is suggested to maintain current positions and avoid chasing high prices.