Bohai Securities research report pointed out that it is recommended to pay attention to investment opportunities in sectors such as copper, gold, and tin. 1) Copper: Continuous disturbances in the mining sector, WBMS report shows that global refined copper is in a supply shortage in June; the probability of a interest rate cut in the United States is high within the year, domestic equipment upgrades and the policy of replacing old products with new ones in the consumer industry may support downstream consumption, pay attention to related sectors. 2) Gold: The probability of an interest rate cut in the United States is high within the year, and the expectation of a interest rate cut in September has increased. Overall, the high level of U.S. debt and deficit ratio, complex geopolitical situation, central bank gold purchases, and expectations of a interest rate cut by the Federal Reserve are all bullish for gold prices. 3) Tin: According to ITA data, industry supply and demand is tight in the first half of 2024; affected by policies of overseas mining countries, there are continuous disturbances in tin supply from mines, the downstream semiconductor industry is recovering, and the development of AI, new energy, and new quality productivity is driving demand, bullish on the recovery and future development of the tin industry. Stocks to watch: CMOC Group Limited, Zhongjin Gold Corp., Ltd., Yunnan Tin Co., Ltd.