【策略观点】宏观方面:海外方面,美联储上半年共有4次议息会议,均未采取任何行动,联邦基金利率的目标区间持续保持在4.25%至4.5%。下半年美联储将举行四次议息会议,美国关税政策的实施在很大程度上影响货币政策走向。如果美联储降息兑现且超出市场预期,矿价或迎来修复窗口。国内方面,中美进行日内瓦经贸会谈后,贸易战的影响逐渐消退。但美国对钢铝及钢铁制品加征关税,在一定程度上抑制了钢材消费。国内经济仍处于...
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