【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23日】

渤海证券财富管理
Jul 23, 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: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;国内“反内卷”预期下铜和铝行业的供给格局有望逐步改善;铜、铝库存偏低,铜矿供应偏紧,铝企持稳生产且利润尚可,需关注国内经济刺激政策实际效果和海外关税政策的变化。(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...

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