【东方有色钢铁】周观点 | 战略金属板块的行情还能延续吗

金属洋流
Jul 22, 2025

团队成员:刘洋 | 李一涛 | 黄雨韵核心观点部分投资者的观点:本周战略金属板块涨幅过高过快,行情或即将冲顶结束。当前有部分投资者认为,本周战略金属板块的上涨行情过高过快,通常情况下意味着板块行情即将进入最后的冲顶阶段,股票价格或在不久之后见顶回落,因此对相关板块行情持续性抱有怀疑态度。我们不同的观点:战略金属的价值重估行情才刚刚开始。我们认为从政策层面进一步打击战略矿产走私出口,供需层面紧平衡...

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