6月26日消息,港股有色金属股拉升,赣锋锂业涨超7%,洛阳钼业涨超5%,山东黄金涨超4%,灵宝黄金、中国宏桥涨超3%。消息上,国联民生证券发布研报称,2025年一季度基金对有色金属板块配置比例环比提升1.07个百分点至4.59%,铜、黄金和铝成为增配重点品种。多重因素催化金价上涨,白银有望迎来补涨;稀土供需格局边际改善,出口管制催化战略价值提升;顺周期铜铝基本面支撑较强,景气向上值得期待。在当前...
Source Link6月26日消息,港股有色金属股拉升,赣锋锂业涨超7%,洛阳钼业涨超5%,山东黄金涨超4%,灵宝黄金、中国宏桥涨超3%。消息上,国联民生证券发布研报称,2025年一季度基金对有色金属板块配置比例环比提升1.07个百分点至4.59%,铜、黄金和铝成为增配重点品种。多重因素催化金价上涨,白银有望迎来补涨;稀土供需格局边际改善,出口管制催化战略价值提升;顺周期铜铝基本面支撑较强,景气向上值得期待。在当前...
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