有色金属下半年研判:持续看好贵金属及工业金属。我们认为下半年有色金属或仍然表现分化,贵金属方面,美元信用体系弱化等核心主线仍将推动其价格中枢持续抬升;工业金属受益于宽松货币环境及自身基本面逻辑坚实,以铜铝为代表的工业金属弹性有望加速释放。商品属性仍为能源金属定价核心要素,考虑到处于出清周期内,以镍锂为代表的金属品种或仍需等待基本面驱动。贵金属:黄金长逻辑持续演绎,白银有望进入补涨阶段。美国财政问题...
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