【财富直通车】叮!今日份财富策略已备齐,话不多说,赶快上车!【7月9日】

渤海证券财富管理
Jul 09, 2025

财富直通车每天为您播报最新财富咨询策略与观点(1)铜/铝:铜矿供应干扰不断,从原料端对铜价形成支撑;随氧化铝新项目产能释放,电解铝厂利润有扩张的预期。目前国内进入消费淡季,短期国内部分传统需求领域或难有明显增量,但国内经济刺激政策效果正逐步显现;供给格局在“反内卷”预期下也有望逐步改善,建议关注相关板块。(2)黄金:长期看,美国居高不下的债务和赤字率、美国潜在的再通胀风险、全球复杂的地缘局势、多国...

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