编者按:6月26日,美银证券发布中国基础材料深度研究报告《2025 年下半年展望:龙头应保持领先地位》,下半年的基本展望是:对铜 > 黄金 > 合金持乐观态度;对锂、多晶硅等持悲观态度。在美银的报告中,首选是黄金,其次是铝 / 铜,对多晶硅、焦煤和锂最为看空。在 2025 年下半年,美银预计:1)房地产需求疲软将持续;2)电动汽车销量同比增速环比走弱(下半年增速为十几 %,而前 5 个月为 44%...
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