部分投资者的预期:板块存在短期博弈成分,缺乏长期逻辑支撑。当前时点有部分投资者认为,当前稀土与磁材板块行情,仅是中美贸易战大背景下,关税谈判预期持续变化而带来的波动,市场反复博弈出口管制政策而造成的行情,存在一定的博弈成分。因此当板块积累了一定涨幅后,短期行情领先于产业基本面数据时,纷纷看淡后市行情,不愿继续买入或持有相关标的。我们不同的观点:从战略和策略角度看稀土板块的配置价值。我们认为稀土与...
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